Thank you very much!!
When I try and request marketer credit, I get the following message:
Error:Marketer Credit is not permitted due to the current Referral Account
Category or Owner
Would you be able to assist with assigning that on those accounts as well
please
On Wed, Jan 21, 2026 at 3:19 PM Maximiliano Ibáñez <
salesforcesupport@homecareassistance.com> wrote:
> Hi JosephTaylor,
>
> The referral account is updated for those opps,
> The revenue will take a day to update, so tomorrow it should be reflected,
> Max
>
> On Wed, 21 Jan at 3:14 PM , JosephTaylor <joey.taylor@thekey.com> wrote:
> Good Afternoon,
>
> Can we please change the Referral Account for the SalesForce
> Opportunities below to *"**Snow Bird - Montreal".* We are working on a
> pilot project where we need to track revenue across borders. When I try to
> change these referrals manually, SF tells me I do not have the authority to
> do so.
>
> 1)
> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000YNP0ZYAX/view
>
> 2)
>
> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000WOezcYAD/view
>
> 3)
>
> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000WvDSjYAN/view
>
> 4)
>
> https://homecareassistance.lightning.force.com/lightning/r/Opportunity/006UH00000XdJJ8YAN/view
>
> Thank you,
>
> Joey Taylor
> *Directeur Général/**General Manager*
> 514-907-5065
> TheKey.ca <https://thekey.ca/>
> [image: TheKey]
>
> 1394663:611100
>
Joey Taylor
*Directeur Général/**General Manager*
514-907-5065
TheKey.ca <https://thekey.ca/>
[image: TheKey]