---
schema_version: "1"
id: d05c00826e6bd75c3a21b20429dc2d9bc5ed265a10dffa7da6fdf2f33df7f67d
title: Create Benefit Actions Using the Templates Provided
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/benefit_type_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.benefit_type_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cb15b6a7cc201b7a0a7d63ba869b1c0ac98542138cb6de4789b00481514fe23c
description: Use the prebuilt templates included to create Benefit Actions for common scenarios. You can also use the templates as a reference for setting up custom Benefit Actions.
products:
  - Loyalty Management
release: "264"
---
# Create Benefit Actions Using the Templates Provided

Use the prebuilt templates included to create Benefit Actions for common scenarios. You can also use the templates as a reference for setting up custom Benefit Actions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Loyalty Management - Growth or Loyalty Management - Advanced</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d54702e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d54702e72 ">To use Benefit Action templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d54702e72 ">
              <p>Loyalty Management</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
        </tbody>
      </table>

These templates are included and available for use:

- Assign Support Entitlement
- Issue Voucher
- Issue Free Sample
- Allocate Market Development Fund

1. From Setup, in the Quick Find box, enter Benefit, and then select **Benefit Actions**.
2. Click **New**.
3. Select the included Benefit Action template that you want to use, and then click **Next**.
4. By default, the templates have prepopulated data. You can use, edit, or delete these input variables.
5. Click **Next**.
6. On the New Benefit Action Mapping screen, certain input fields and variables are included. Select any other input fields that you want to include, and then click **Add**.
7. Enter the display name and the field type, and update the values as necessary.
8. Save your changes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_note.png)

Note These Benefit Actions have accompanying Flow templates that you can use.