Enable Consolidation of Fixed-Type, Non-Qualifying Points of Members in Batches

You can choose to consolidate member points in batches. After points are credited to members, you can run a Data Processing Engine definition to consolidate members’ fixed-type, non-qualifying points. You can run another Data Processing Engine definition to expire members’ fixed-type, non-qualifying points. When you enable this setting, the system adds two template Data Processing Engine definitions to your org.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management
User Permissions Needed
To enable consolidation of member points:
  • System Administrator
  • Loyalty Management
  1. From Setup, in the Quick Find box, enter Loyalty Management, and then select Loyalty Management Settings.
  2. Turn on Consolidate members’ fixed non-qualifying points in batches.

After you enable the setting, these template Data Processing Engine definitions become available in your org.

Template Use
Aggregate Fixed Non-Qualifying Points in Expiration Ledgers To consolidate members' fixed-type, non-qualifying points.
Expire Fixed Non-Qualifying Points Using Aggregated Expiration Ledgers To expire members' fixed-type, non-qualifying points.