Use Adjust Points to manually adjust a member's credited or debited points. The system makes these adjustments in real time.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions that have Loyalty Management enabled. |
When you adjust points for multiple transaction journals to debit points from associated members, the system updates the members' points balance in real time. When you adjust to credit points, points are credited in real time but the points balance can be updated in these ways.
| Scenario | Action |
|---|---|
| Qualifying points are credited. | Run the Credit Qualifying Points to Members Data Processing Engine definition. |
| The org has real-time non-qualifying points balance update enable, and non-qualifying points are credited. | The points automatically credit to the associated members' points balance as soon as you make the adjustment. |
| The org credits non-qualifying points in batches. | Run the Credit Non-Qualifying Points to Members Data Processing Engine definition. |
- From the Loyalty Management app, select a loyalty program.
- On the Setup tab, click Transaction Journals.
- Select the transaction journal that you want to adjust the points for.
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Click Adjust Points.
Note To view the Adjust Points quick action, ensure that the Journal Type record named Manual Points Adjustment is available in the org. - For Points Type, select Points.
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From Adjustment, add or remove points:
- To add points, click +.
- To remove points, click -.
- To adjust the points, enter a value.
- Associate the adjustment with a promotion.
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If fixed-type non-qualifying points are adjusted, enter the expiration date.
If you specify an expiration date, the system overwrites the expiration date that's automatically calculated based on the currency's expiration period.
- To adjust points for a different tier group, click Add Adjustment.
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Select the category for adjusting the points.
The default categories are Service Recovery and Resolve Disputed Points. But you can add new values to the category for adjusting the points.
- Enter comments for the adjustment, if any.
- Click Adjust.