You can manually adjust points for multiple transaction journals for loyalty program members 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 a transaction journal to debit points from the associated member, the member's points balance is updated 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 Salesforce org has real-time nonqualifying points balance update turned on and nonqualifying points are credited. | The points automatically credit to the associated member's points balance as soon as you make the adjustment. |
| The Salesforce org credits nonqualifying points in batches and nonqualifying points are credited. | Run the Credit Non-Qualifying Points to Members Data Processing Engine definition must be run. |
- From the Loyalty Management App navigation menu, click Transaction Journals.
- Select the transaction journals that you want to adjust 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. - Select the Points Type.
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From Adjustment, add or remove points:
- To add points, click +.
- To remove points, click -.
- To adjust 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.