Before you can manage your affiliate codes, make sure you have finished setting up your Salesforce integration. Instructions for this can be found here Setup a new API client in Salesforce Account Manager and integrate that client with LoudCrowd.
Overview
Salesforce affiliate codes allow LoudCrowd to manage ambassador-specific discount codes directly within your Salesforce Commerce Cloud Business Manager environment. These codes link your Storefront Program in LoudCrowd to Salesforce, enabling automatic creation, synchronization, and lifecycle management of ambassador discounts.
Once your integration is active, LoudCrowd generates a Coupon ID that serves as the connection point between the two systems. The Coupon ID follows this format:
LC_COUPON_{...}
⚠️ Important: Do not change or rename this coupon ID. It’s how LoudCrowd identifies and updates ambassador affiliate codes in Salesforce.
Key Concepts
Each of the following entities a distinct role in how affiliate codes are created and maintained.
The Coupon is the foundational identifier linking Salesforce and LoudCrowd. It must be created exactly as the ID provided by LoudCrowd, set to case-insensitive, and should never be renamed or deleted. LoudCrowd automatically manages all ambassador-specific codes under this base coupon.
The Promotion defines how discounts behave. It determines whether a discount applies at the order or product level, the discount amount or percentage, and whether it can be combined with other promotions. If the promotion is limited to specific categories or products, make sure those same categories are selected in the Product Picker within your LoudCrowd Program Settings.
The Campaign brings everything together. It ties the promotion and coupon into a single scheduled event, defining the timeframe when the discount is active. Within a campaign, you’ll select the LoudCrowd-generated coupon in the Schedule and Qualifiers section and attach your promotion under Experiences.
Initial Activation Steps
The initial setup for Salesforce affiliate codes begins in LoudCrowd and continues in Salesforce Business Manager. Follow the steps below to complete activation:
Activate a Code Discount in LoudCrowd
In your LoudCrowd dashboard, navigate to your Storefront Program settings and open the Discounts section. Create or activate a Code Discount. When saved, LoudCrowd automatically generates a Coupon ID in the formatLC_COUPON_{...}.
You’ll use this ID in Salesforce to create the matching Coupon entity.💡 This step must be completed before any Salesforce configuration. Without the LoudCrowd-generated Coupon ID, Salesforce will not be able to sync affiliate codes.
Create the Base Coupon in Salesforce
In Salesforce Business Manager, go to Merchant Tools → Marketing → Coupons. Create a new coupon using the exact ID provided by LoudCrowd, and set it to case-insensitive. This entity will act as the central connection point between the two platforms.
Set Up a Promotion
Next, go to Merchant Tools → Marketing → Promotions. Create a new promotion that defines your discount logic — for example, 10% off orders or specific product-level discounts. Choose the type of discount, specify eligibility rules (categories or products), and configure stackability.
If your promotion targets specific categories, ensure these categories are also selected in the LoudCrowd Product Picker so ambassadors can promote eligible items.
Create a Campaign to Connect the Coupon and Promotion
Navigate to Merchant Tools → Marketing → Campaigns and create a new campaign. Under Schedule and Qualifiers, select the LoudCrowd coupon you created earlier. Under Experiences, link your promotion. Set the start and end dates for the campaign, then save and activate it.
Once your campaign is live, LoudCrowd will automatically generate unique affiliate codes for each ambassador under the base coupon. Test one in a staging environment to confirm that discounts are working as expected before replicating to production.
Quick summary:
Coupon → The identifier connecting Salesforce and LoudCrowd
Promotion → The discount logic
Campaign → The activation period
Reactivating or Updating Codes
When extending or reactivating an existing discount, you don’t need to start from scratch. You can reuse the same promotion if the discount settings—amount, percentage, or product scope—remain the same. If you’re changing only the campaign timeframe, simply create a new campaign or edit the existing one’s active dates.
Always use the same Coupon ID generated by LoudCrowd. This ensures that ambassador codes continue to track correctly across systems and that reports remain consistent.
Replication Between Environments
If your organization uses both staging and production Salesforce orgs, confirm that your replication process carries over all coupon, promotion, and campaign data. Check that each entity remains active and correctly linked in production before launching.
NOTE: If your organization has a staging to production replication enabled, you will need to add your staging environment as an additional integration integrate their staging environment (documentation here) and notify your LoudCrowd Client Strategist.
If you’re unsure whether replication is handled automatically, consult your LoudCrowd Client Strategist to confirm your setup.
How LoudCrowd Manages Coupons
Once the coupon is created in Salesforce, LoudCrowd takes over code management automatically. All existing program members receive their unique codes immediately. New ambassadors are assigned codes as they join, and codes are removed when ambassadors leave the program.
You can view and edit individual ambassador codes in their Social CRM profile — hover over a code and click the pencil icon to customize it.
Ensuring Code Uniqueness
Salesforce requires all coupon codes across your site to be unique. LoudCrowd automatically generates distinct codes using a combination of the ambassador’s first name, last name, and social username. If a duplicate exists, LoudCrowd will generate variations until a unique code is found.
If your brand prefers specific naming conventions, your LoudCrowd representative can configure these rules for you.
Troubleshooting and Maintenance
If affiliate codes are inactive or not applying correctly, check the following:
Confirm that the campaign’s start and end dates are active.
Verify that the promotion is active and still tied to the coupon.
Make sure the coupon remains case-insensitive and correctly linked.
Check that product and category restrictions match those in LoudCrowd.
Confirm that replication between staging and production has been completed successfully.
If issues persist, reach out to your LoudCrowd CS Team or [email protected] for assistance.
Best Practices
Keep your Salesforce configuration consistent with LoudCrowd’s structure:
Never rename or delete the original coupon (
LC_COUPON_{...}).When changing discount duration, modify or recreate the campaign, not the promotion.
Align product and category eligibility between Salesforce and LoudCrowd before launch.
Verify replication and code activation in production.
Communicate any planned updates with your LoudCrowd CSM to ensure smooth synchronization.