Loyalty App provides out-of-the-box templates that can process high-volume jobs. These templates help calculate the point balance, reset qualifying points, and expire points for your loyalty program members. The out-of-the-box job templates are enabled through Data Processing Engine.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled |
What is DPE?
Orchestrate large-scale data transformations and write results back to Salesforce as new or updated records without custom code. Use Data Processing Engine definitions to unify data from diverse sources and apply complex logic—such as joins, filters, and formulas—through an intuitive, zero-code interface.
Automate high-volume transformations by running definitions as part of a business process from flows, from external systems using REST API, or by directly from the Data Processing Engine builder. Use Monitor Workflow Services to track definition runs, analyze results, and troubleshoot issues.
To suit your business needs, customize existing definitions or create your own.
- Point Balance Calculation
The point balance calculation job calculates and updates a member’s point balance by aggregating the points for all qualifying and non-qualifying currencies credited to the member since the job was last run. - Point Expiration Calculation
The point expiration calculation job quantifies and expires non-qualifying points for members based on the expiration date on the ledger or the member’s last activity date. - Roll Over Escrow Points to Members
The Roll Over Escrow Points to Members template definition automates the process of moving members' points in escrow to the members' points balance. This definition rolls over the points for all the currencies associated with a loyalty program. - Reset Qualifying Points
The Reset Qualifying Points Data Processing Engine definition calculates and resets the qualifying points balance to zero for members based on the tier model. - Validate Partners and Partner Products in Transaction Journals
This job validates the partners and partner products in Transaction Journal records. - Create Partner Ledgers and Update Partner Balances
The Create Partner Ledgers and Update Partner Balances job calculates and updates partner points for prepaid billing or balance amount for postpaid billing. The definition also creates credit and debit ledgers for partners. - Clone the Template Data Processing Engine Definitions
Loyalty Management provides a set of template Data Processing Engine definitions that can be used to automate processes for your loyalty program. Admins can clone these templates and customize them based on your loyalty program’s requirements. After the cloned definition is modified and activated, it’s available in the Flow Builder as an action. Use the action to run the definition at your required frequency. - Expire Non-Qualifying Points Using Traceability Loyalty Ledgers
The Expire Non-Qualifying Points Using Traceability Loyalty Ledgers job expires non-qualifying points that are traced by using traceability loyalty ledgers. - Map Expiry Ledgers to Credit Ledgers for Traceable Currencies
Maps Expiry type loyalty ledgers to their corresponding Credit type loyalty ledgers for non-qualifying currencies that are traceable.