Loyalty Management comes with a set of developer resources, such as business APIs,
invocable actions, and standard objects that you can use to integrate your loyalty
programs with external systems, such as point of sales, reservations, booking,
billing, service, and operations. For example, to create a transaction journal and
credit points to members for online purchases, you can integrate your external
website with a business API that can run the relevant loyalty 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 |
- Business APIs for Automating Loyalty Processes
Use Business APIs to integrate external systems with Loyalty Management for performing everyday processes of your loyalty program, such as updating member details, crediting points, or issuing vouchers.
- 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.
- Static Business APIs
The simpler tasks that don’t require customization are left as Business APIs. They have a fixed payload of parameters. You can change the parameters but not the structure.
- Actions
You can create and manage loyalty programs for your organization using the standard and custom invocable actions. For example, change member tier based on their loyalty points, assign and process benefits based on their tier, manage loyalty points for a member, issue voucher for a member, and cancel redemption transactions for a member. You can also use Actions to integrate data in third-party systems with Loyalty Management.
- Standard Objects
Loyalty Management uses objects on the Salesforce core platform and the SObject APIs are available for all Loyalty objects. SObject APIs are defined on top of the Salesforce Objects. These APIs retrieve basic metadata for a specified object, or create a record for the specified object. For example, this resource can be used to retrieve the metadata for the Account object using the GET method, or create an Account object using the POST method.
- Loyalty Management Point of Sale API
Integrate Loyalty Management with a Point of Sale system to manage customer loyalty programs and transactions with ease. You can integrate Loyalty Management with a POS system through Loyalty Management POS API Unlocked Package or through a combination of the unlocked package and Loyalty Management POS API Powered by MuleSoft. A Point of Sale (POS) system unifies in-store and online operations and provides the best experience for an existing or new member by using secure API requests. Use the APIs to get member profile details, enroll individual members in a loyalty program, manage vouchers, and create accrual and redemption orders.
