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.
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 |
- Overview of the Update Member Details Process Template
Learn about the Update Member Details process template and its components. Also, understand how you can use the template to create loyalty program processes based on your requirements and execute the processes.
- Create a Process Using the Update Member Details Process Template
The Update Member Details process template contains a set of rules and parameters that allow you to update member details on Loyalty Program Member and Contact records. You can create a process using the template and extend it based on your requirements. You can use the template to create multiple processes if you want to update member details based on different business scenarios.
