---
schema_version: "1"
id: 14d598417b97f6899aa07ef802d5ac9e5a227015d7f44a64ee07c43ddd3afb72
title: Assign Dynamic Benefits to Members
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/benefits_dynamic_assign_member.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.benefits_dynamic_assign_member.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5ba3bf4df128a01b8e549e4f8674451ffdef1a2049917282a9367cd922263df6
description: Use dynamic benefits to reward members based on the members' level of engagement with their loyalty program regardless of their current tier. For example, Early Access to Level X shoes is a benefit that is given to members who have completed a survey.
products:
  - Loyalty Management
release: "264"
---
# Assign Dynamic Benefits to Members

Use dynamic benefits to reward members based on the members' level of engagement with their loyalty program regardless of their current tier. For example, Early Access to Level X shoes is a benefit that is given to members who have completed a survey.

### 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 in&nbsp;<strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions that have Loyalty Management enabled</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="d30424e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e66 ">To assign benefits to members:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e66 ">Loyalty Management permission set</td>

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

1. From the App Launcher, find and select **Member Benefits**.
2. Complete these fields:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:33.33333333333333%">
              <col style="width:33.33333333333333%">
              <col style="width:33.33333333333333%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d30424e118">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d30424e121">Description</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d30424e124">Example</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">Member Benefit Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">The name of the benefit that is assigned and the member who's assigned the member
                  fit. </td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">Exclusive New Product Access for Maria</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">Member</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">The member to whom the benefit is assigned.</td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">Maria Jimenez</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">Status</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">The status of the benefit actions that are associated with the selected benefit. If
                  the benefit doesn’t have a benefit action, the status can be set to Processed.</td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">Processed</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">Account</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">The account associated with the member.</td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">—</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">Contact</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">The contact associated with the member.</td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">—</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">Start Date</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">
                  <p>The date from when the benefit is assigned to the member.</p>
                  <p style="margin-bottom:0;">If you don’t specify a
                    start date, the benefit is assigned to the member as soon as you save the
                    record.</p>
                </td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">10/01/2022</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">End Date</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">The date until when the benefit is assigned to the member.</td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">10/02/2022</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">Description</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">Add details about why the benefit is provided to the member.</td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">Member completed the Product Return Experience survey.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">Source Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">Indicates that the member is provided the benefit manually.</td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">Manual</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">Primary Reference Object Record</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">The ID of the record that’s created by the associated benefit action.</td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">—</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e118 ">Primary Reference Object Title</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e121 ">The name of the record that’s created by the associated benefit action.</td>

                <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d30424e124 ">—</td>

              </tr>
            </tbody>
          </table>
3. Save your changes.