Retrieve and update referral codes based on requests

This automation category ensures that referral codes and opportunity source content in Salesforce are automatically refreshed whenever updates are detected, eliminating manual intervention and reducing data discrepancies. By seamlessly retrieving and updating referral information based on incoming requests, the workflow maintains accurate tracking of lead sources and campaign performance in real time. As a result, teams save time, improve data reliability, and can focus on higher-value tasks like nurturing leads and optimizing marketing strategies.