--- schema_version: "1" id: 96e768d58a377cf27143917c7f71a05a1782cb0eff58e56e1846ae17f0f929f3 title: Configurable Business APIs collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/bapi_configurable_business_apis.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.bapi_configurable_business_apis.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: b4c4d84e0a555ebc34fa7ea47a41f40e98d913244341786ba6f2491321d471f5 description: For repetitive and complex loyalty tasks, Loyalty Management comes with process templates that you can run using the configurable business APIs. Each process template contains a set of predefined process parameters and rules. You can clone a process template to create a program process. products: - Loyalty Management release: "264" --- # Configurable Business APIs For repetitive and complex loyalty tasks, Loyalty Management comes with process templates that you can run using the configurable business APIs. Each process template contains a set of predefined process parameters and rules. You can clone a process template to create a program process. ### Required Editions
Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions
Available in: Orgs that have the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty, Loyalty Management - Growth, or Loyalty Management - Advanced license enabled
In a cloned process, you can customize the predefined process parameters and rules based on your requirements. For example, after you clone the Update Member Details process template, you can update the predefined rule to also update members’ email addresses. Here are the loyalty program process templates that are provided with Loyalty Management. | Process Template Category | Process Template Name | Description | URL of Business API | | --- | --- | --- | --- | | Tier Processing | Change Member Tier | Upgrades or downgrades members’ tiers. | `/connect/loyalty/programs/DemoProgram/program-processes/updateTier` | | Promotion | Enroll in Promotion | Enrolls members to promotions that are associated with members’ loyalty programs. | `/connect/loyalty/programs/DemoProgram/program-processes/enrollInPromotion` | | Promotion | Get Member Promotions | Gets loyalty promotions based on the member eligibility category. | `/connect/loyalty/programs/DemoProgram/program-processes/GetMemberPromotions` | | Member | Update Member Details | Updates the details of the Member and Contact records. For example, Membership Number, preferences, and custom fields of the Member record. And first name, last name, email ID, and mobile phone number of the Contact record. | `/connect/loyalty/programs/DemoProgram/program-processes/updateMemberDetails` | | Member | Unenroll Member | Changes members’ status to inactive in a loyalty program. | `/connect/loyalty/programs/DemoProgram/program-processes/unenrollMember` | | Transactional | Credit Points to Members | Processes members’ transaction journals and credits points to the points balance. | `/connect/loyalty/programs/DemoProgram/program-processes/creditPoints` | | Transactional | Debit Points from Members | Processes members’ transaction journals and debits points from the points balance. | `/connect/loyalty/programs/DemoProgram/program-processes/debitPoints` | | Voucher | Issue Voucher | Issues vouchers to loyalty program members for transactions. | `/connect/loyalty/programs/DemoProgram/program-processes/issueVoucher` | | Voucher | Cancel Voucher | Cancels the vouchers issued to loyalty program members and updates the voucher status as Canceled. | `/connect/loyalty/programs/DemoProgram/program-processes/cancelVoucher` | ## Explore and Learn Watch this video to understand how to customize a loyalty program process template. If you aren’t able to watch the video in full screen, open the video on a new tab: [![Watch video](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/resources-global/_corporate/images/play_btn.png) Process Member Redemptions Using Promotion Setup in Loyalty Management](https://salesforce.vidyard.com/watch/BwfEPhWYVxujEuebNNcR4o) . - **[Change Member Tier Process Template](https://help.salesforce.com/s/articleView?id=xcloud.bapi_container_change_member_tier_process_template.htm&release=264.0.0&type=5)** To upgrade or downgrade a member’s tier from an external system, you can use the Change Member Tier process template to create processes for changing the tier of the members in the loyalty tier group. - **[Enroll in Promotion Process Template](https://help.salesforce.com/s/articleView?id=xcloud.bapi_container_enroll_in_promotions_process_template.htm&release=264.0.0&type=5)** When loyalty members of a loyalty program enroll in loyalty promotions associated with loyalty program from an external system, you can use the Enroll in Promotion process template to process the enrollment of members for a promotion. - **[Get Member Promotions Process Template](https://help.salesforce.com/s/articleView?id=xcloud.bapi_container_get_member_promotions_process_template.htm&release=264.0.0&type=5)** Use the Get Member Promotions process template to create a process for showing member promotions on an external system. - **[Opt Out of Promotion Process Template](https://help.salesforce.com/s/articleView?id=xcloud.bapi_promotion_opt_out.htm&release=264.0.0&type=5)** Use the Opt Out of Promotion loyalty program process template to let members leave the promotions that they’ve enrolled in. - **[Update Member Details Process Template](https://help.salesforce.com/s/articleView?id=xcloud.bapi_container_update_member_details_process_template.htm&release=264.0.0&type=5)** Use the Update Member Details process template to update an Individual type member’s details in their Loyalty Program Member record and the related Contact record. You can update standard fields, such as member address or custom fields, such as shopping preferences. You can also credit points to members for completing or updating their membership profile. - **[Unenroll Member Process Template](https://help.salesforce.com/s/articleView?id=xcloud.bapi_container_unenroll_member.htm&release=264.0.0&type=5)** If your loyalty members are leaving the loyalty program and when you want to disengage those members from the loyalty program from an external system, you can use the Unenroll Member process template to create processes for inactivating the status of the member in the loyalty program. - **[Credit Points to Members Process Template](https://help.salesforce.com/s/articleView?id=xcloud.bapi_container_credit_points_to_members_process_template.htm&release=264.0.0&type=5)** When loyalty members gain points for transactions in external systems, you can use the Credit Points to Members process template to create processes for crediting the precalculated points to the member. - **[Debit Points from Members Process Template](https://help.salesforce.com/s/articleView?id=xcloud.bapi_container_debit_points_process_template.htm&release=264.0.0&type=5)** If a redemption catalog doesn’t exist in external systems and when loyalty members redeem points for transactions, you want the Loyalty Management application to calculate the points and redeem the points from the member's points balance. Use the Debit Points from Members process template to create a process for processing the member’s transaction journals and debit points from the member’s points balance. - **[Issue Voucher Process Template](https://help.salesforce.com/s/articleView?id=xcloud.bapi_container_issue_voucher_process_template.htm&release=264.0.0&type=5)** To issue vouchers to loyalty program members or contacts, especially from an external system, you can use the Issue Voucher process template to create processes for issuing vouchers as per the specified voucher definition. - **[Cancel Voucher Process Template](https://help.salesforce.com/s/articleView?id=xcloud.bapi_container_cancel_voucher_process_template.htm&release=264.0.0&type=5)** To discard the unused vouchers or to withdraw the issued vouchers, you can cancel the vouchers especially from an external system. You can use the Cancel Voucher process template to create processes for canceling vouchers. #### See Also - [Run Loyalty Program Processes by Using a Flow Action](https://help.salesforce.com/s/articleView?id=xcloud.run_loyalty_program_processes_by_using_a_flow_action.htm&release=264.0.0&type=5 "Loyalty program processes can be created for various transactional, nontransactional, and tier-processing tasks in loyalty management. Processes are run based on defined parameters and rules. After you activate a process and the process's rules, you can find the processes in the Flow Builder actions in the Loyalty category.") - [_Loyalty Management Developer Guide_: Run Program Process](https://developer.salesforce.com/docs/atlas.en-us.loyalty.meta/loyalty/connect_resources_issue_voucher.htm)