Connect Salesforce before you expect any referral data to show up in reports

Connect Salesforce in GrowSurf before participants start entering the campaign. If the sync is enabled late, some of the contact records your team expects to report on may not have the GrowSurf fields yet.

Confirm the GrowSurf fields are available to the teams who build reports

Start with fields such as growsurf_referral_status__c, growsurf_total_referral_count__c, growsurf_referrer_email__c, and growsurf_share_url__c. Those are usually enough to separate referred contacts from non-referred contacts and to show which participants are actually driving pipeline.

Choose the referral metrics your team will report on

• Report on referral status beside lifecycle or opportunity-stage data so you can tell which referred contacts have actually qualified.
• Report on total referral count to identify customers or partners who are creating pipeline, not just closing it.
• Segment dashboards by contacts with a referrer email or share URL when you want a clean referred-vs-non-referred comparison.

Add opportunity-stage context only if you also use Salesforce Referral Trigger

If your program uses GrowSurf's Salesforce Referral Trigger, combine the synced GrowSurf contact fields with the opportunity stage you chose for referral credit. That gives you a cleaner view of who referred someone, who qualified, and where that opportunity sits in pipeline today.

Validate the report against a few known contacts before you share it widely

Pick several participants whose referral state you can confirm in GrowSurf, then verify that the same records show the expected fields and filters in Salesforce. That catches missing layout access and bad report logic before the dashboard becomes part of regular pipeline reviews.