---
schema_version: "1"
id: 37bcb057e7ef8c09b4df8e775cc7b737e9dee5a7f206904a68e887f11f561800
title: Create a Loyalty Program Currency
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/create_a_loyalty_program_currency.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.create_a_loyalty_program_currency.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0c7576a417426cded039c1cc5fa421b01efee79fb08e7d237645693a6decbea0
description: Create qualifying or non-qualifying currencies associated with a program.
products:
  - Loyalty Management
release: "264"
---
# Create a Loyalty Program Currency

Create qualifying or non-qualifying currencies associated with a program.

### 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="d58463e66">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58463e66 ">To create a loyalty program currency:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58463e66 ">
              <p>Loyalty Management permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Loyalty Programs permission set</p>
            </td>

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

![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 Salesforce UI fields and rule actions show member points rounded half up to 4 decimal places. This reduces cumulative rounding discrepancies to maintain high precision. For more information on the list of fields and rule actions, see [Track Loyalty Points with Improved Precision](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_track_points_with_improved_precision.htm&release=262&type=5&language=en_US).

1. On the Loyalty Programs tab, select your loyalty program.
2. On the **Setup** tab, under Loyalty Program Currencies, click **New**.
3. Enter a name for the currency.
    
    If you want to use currencies as resources in conditions of loyalty program process rules, make sure that currency names don’t contain special characters.
4. Select one of these as the currency type.
    - If you want to measure the level of engagement of a member within a loyalty program and assess a member's tier for upgrade or downgrade, select **Qualifying**.
    - If you want the members to earn points that can be redeemed, select **Non-Qualifying**.
5. To activate the currency, select **Active**.
6. If you want to make this program currency the primary currency, select **Primary**.
    
    If your loyalty program has multiple currencies, select a currency as primary to ensure that automated processes can identify the currency in which to credit or debit points.
7. If you want to escrow points for this currency, select **Has Escrow**.
    
    If you select Has Escrow, points earned by a member for this currency stay in escrow and roll over to the member’s points balance only when the escrow period is over. The escrow period for all currencies in a loyalty program is the same and is specified in the associated Loyalty Program record.
8. To allow members to have a negative balance for the currency, select **Allow Negative Balance**.
    
    You can select this checkbox only if Has Escrow isn’t selected.
9. To enable currency tracing, see [Enable Tracing and Create Currency Subtypes to Control Liability](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_create_currency_subtypes_control_liability.htm&release=264.0.0&type=5 "After you enable traceability settings, for each currency for which you want to create trace records, enable ledger tracing. If necessary, create currency subtypes to categorize points. Use these subtypes to specify which points are accrued from a transaction or a promotion, define the consumption order for redemptions, and restrict usage based on transaction types.").
10. For Qualifying Currency, select a loyalty tier group.
11. For Non-Qualifying Currency:
    
    - For Expiration Model:
        - If you want the points to expire on a specific date of the year, select **Fixed**.
        - If you want the points to expire only when the member becomes inactive in the program, select **Activity**. 
If the member regularly performs activities, such as accruals, redemptions, or transactions, the member is considered active in the program. Determine a member's inactivity by using Last Activity Date in the member record.
    - If you select the fixed expiration model, specify the Extend Expiration type:
        - If you don’t want to extend the expiration date, select **No Extension**.
        - If you want to extend the expiration date to the last day of the month, select **Till End of Month**. For example, if a member attains Gold tier status on January 10, 2021, and the tier period is set as one year, then the Gold tier expires on January 10, 2022. By enabling Extend Expiration, the member can retain the Gold tier until the last day of the month, or in this case, January 31, 2022.
    - Enter the Expiration Interval, and then select a value for the Expiration Interval Unit.
    - If you want to capture the cost per point to calculate the liability of your program or promotion, enter the cost per unit.
12. Save your changes.