UserEvidence Advocacy — Features & Team Guide · UE Advocacy Managed Package

Who this is for: everyone who uses UE Advocacy in Salesforce — sellers, customer success, marketing/advocacy program managers, and admins. It explains what the tool does and how your team uses it, in plain language. No Salesforce or technical background needed.

Setting it up is a separate job for your Salesforce admin — that lives in the Admin Setup Guide. This document is about using it.

What UE Advocacy is

UE Advocacy brings your customer-advocacy activity into Salesforce. When a happy customer agrees to be a reference for a deal, or an advocate refers a new lead, that activity shows up on the right Salesforce records so your team can see it, act on it, and report on it without leaving Salesforce.

It does two main things:

References — a seller asks a customer to vouch for a deal (a reference call, a name-drop, an RFP response), and the whole request is tracked to completion on the Opportunity.
Referrals — an advocate submits a new lead, which lands in Salesforce and is credited back to that advocate all the way through to closed revenue.

Who uses what

Role	What they do with it
Sellers / AEs	Request references from the Opportunity, and watch them progress to "done."
Customer Success	Help identify and manage advocates; see advocacy activity on their accounts.
Marketing / advocacy program managers	Run the reports and dashboards to see reference and referral impact on pipeline and revenue.
Salesforce admins	Install and configure the package, control access, place the components (setup guide).

Feature 1 — Requesting a reference

This is the day-to-day seller feature. From an Opportunity:

Open the Opportunity and find the Reference Management panel (or the Reference Management action button).
Fill in the short request form — things like your Business Unit, the reference type (Reference Call, Name-drop, or RFP), and the prospect who will take the call. The form adapts as you go (for example, choosing "RFP" reveals a couple of extra fields).
Submit. That sends the request to UserEvidence, where the advocacy team lines up a suitable advocate and coordinates the call.

You don't have to leave Salesforce or chase anyone manually — once you submit, you track everything from the Opportunity.

An Opportunity can have more than one reference request at a time. Each one is tracked on its own.

Feature 2 — Tracking a reference

Every reference request moves through a fixed set of stages, shown as a tracker on the Opportunity:

Stage	What's happening
Requested	You've submitted the request; UserEvidence has it.
Awaiting Advocate	UserEvidence is lining up the right advocate.
Awaiting Prospect	An advocate is ready; the prospect is being scheduled.
Booked	The reference call (or activity) is scheduled.
Completed	The reference happened.
Cancelled	The request was stopped (a terminal state).

If an Opportunity has several references, you'll see a tracker for each, stacked together, so you can tell at a glance where each one stands. Each row shows the reference's ID, its current stage, and — once an advocate is assigned — the account that advocate belongs to. You can filter the list by stage and search it by reference ID, advocate, or account.

Feature 3 — Reference results on the Opportunity

When a reference reaches Completed, the Opportunity is automatically stamped with:

UE Advocacy Reference ID — links the deal to the reference that was fulfilled.
Reference Completed By — the advocate who gave the reference.
Reference Status — the reference's current stage.
Reference Received Date — when it completed.

These are what the reference reports read, so your team's pipeline reporting reflects which deals had references and who helped.

Feature 4 — The referral flow

When an advocate refers a new lead, here's the journey:

The advocate submits a referral in UserEvidence.
It arrives in Salesforce as a Lead with the source set to "Advocate Referral," carrying details about the referring advocate.
Your rep works and converts the Lead the normal way, into a Contact and an Opportunity.
On conversion, the advocate-attribution details carry over to the Opportunity automatically.
From then on, the referral reports credit that advocate for the pipeline and, if it closes, the revenue.

The result: you can see which advocates are sending you real, revenue-driving business.

Feature 5 — Reports & dashboards

The package ships two sets of reports, in two folders.

Reference impact (folder UE Advocacy, plus the UE Advocacy Dashboard):

Win Rate of Opportunities with Reference — how much references lift your close rate.
Opportunity Revenue Influenced by Reference — revenue on deals that had a reference.
Average Time to Close With Reference — whether references speed deals up.
References Received — volume and throughput of references.
Request Reference Impact and UE Advocates By Account — request activity and advocate coverage per account.

Referral performance (folder UE Advocacy - Referrals, plus the Advocate Referral Performance dashboard) — ten reports (R-1 to R-10) covering referral revenue, open pipeline, win rate, lead-to-opportunity conversion, deal-size and speed vs non-referrals, and a top-advocate leaderboard.

Program managers typically live in the dashboards; sellers mostly use the request and tracking features above.

Key terms

Term	What it means
Advocate	A customer, employee, or partner willing to vouch for you. In Salesforce they're a normal Contact.
Mission	One thing an advocate does — a reference, a referral, a review. Each one is a UE Advocacy record.
Reference	An advocate vouching for a specific deal (a call, name-drop, or RFP). Tied to an Opportunity.
Referral	An advocate submitting a new lead. Tied to a Lead first, then an Opportunity after conversion.
Stage	Where a reference is in its lifecycle (Requested through Completed, or Cancelled).

If something looks off

Quick checks you can do yourself first. Anything that turns out to be a setup or access issue is an admin job — those say contact your Salesforce Admin.

What you expected	Check this yourself	If that's not it
The Reference Management panel on the Opportunity — but it's not there	Make sure you're on an Opportunity record page (not an Account or Lead).	The panel hasn't been added to your page yet. Contact your Salesforce Admin.
An advocate on a reference you requested — but none yet	Look at the stage tracker. New requests sit at Requested / Awaiting Advocate while one is lined up — this is normal early on.	If it's been stuck for a while, contact your CSM.
A completed reference to show on the Opportunity — but the fields are blank	Confirm the reference actually reached Completed on the tracker.	If it's Completed but you still can't see the reference fields, they may not be on your page layout. Contact your Salesforce Admin.
A referral to be credited in the reports — but it's not	Check the Lead came in as "Advocate Referral" and was converted to an Opportunity.	If the advocate details are blank on the converted Opportunity, attribution needs a config fix. Contact your Salesforce Admin.
To open the UE Advocacy app or tab — but you can't find it	Look in the App Launcher (the grid icon, top left) and search "UE Advocacy."	If it's not there, you may not have access yet. Contact your Salesforce Admin to grant the permission set.
The reference form to open/submit — but it errors	Try refreshing the page once.	If it keeps erroring, it's a configuration item. Contact your Salesforce Admin.
Numbers in a report — but it's empty or looks low	Remember the reports only count deals that actually have references/referrals attached, so a small or empty result can be correct.	If you're sure deals should appear and don't, contact your Salesforce Admin.

Who to contact

Using the features, or something looks wrong day-to-day: your Salesforce admin first.
Advocate/reference progress, or a request that seems stuck: your UserEvidence CSM.
Setup, access, page layout, or configuration: your Salesforce admin (see the Admin Setup Guide).

UserEvidence Advocacy — Features & Team Guide