Configure Referral Marketing

1. Looks for an existing referral setup in the org and finds the loyalty program, its tiers and its currency.
2. Checks whether the Referral Marketing add-on is provisioned by looking for the referral promotion and reward objects.
3. Checks the add-on in the same way when a referral feature behaves oddly.
4. Builds demo records and checks them against acceptance tests.
5. Pauses when the fix needs a license that only Salesforce can provision.
6. Builds larger work in phases with Experience Cloud, Apex, flows and Agentforce. It also writes a branded demo guide.
7. Puts phases on hold when they need credentials only the user has. In one task this was the Marketing Cloud Engagement phase.

The next capability is Build Loyalty Promotions.