--- schema_version: "1" id: 5ae4d0dc3724bca0415f376ee9fea8a1f316b5b486a10c2cfd62bd48740fa432 title: Understand How Escrow Points Work collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/escrow_points_workflow.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.escrow_points_workflow.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: af1f34ab0a64dc6bfd980701fe50f6288ecd4595672274fb1af7030af88653b3 description: Before you escrow members’ points, find out more about the workflows that configure escrows for currencies and automate the process of releasing points to members' balances. Also, learn about how points are kept in escrow and correctly rolled over to the members' points balances. products: - Loyalty Management release: "264" --- # Understand How Escrow Points Work Before you escrow members’ points, find out more about the workflows that configure escrows for currencies and automate the process of releasing points to members' balances. Also, learn about how points are kept in escrow and correctly rolled over to the members' points balances. ### Required Editions
Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions
Available in: Orgs that have the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty, Loyalty Management - Growth, or Loyalty Management - Advanced license enabled
## How Do I Configure Escrow Points for Currencies in My Loyalty Program? To escrow points for a loyalty program, complete these steps: | Sequence | Task | Description | | --- | --- | --- | | 1 | Specify the escrow period for your loyalty program. | Sets the escrow period for your loyalty program. You can't define unique escrow periods for your currencies. | | 2 | Select **Has Escrow** on the Loyalty Program Currency record if you want to hold members' points for this currency in escrow. | Indicates which currencies in your program are escrowed for members. | | 3 | Copy the Roll Over Escrow Points to Members Data Processing Engine template definition and activate it. | Rolls over points from a member's escrow points balance to the member’s points balance. | | 4 | Run the copy of the Roll Over Escrow Points to Members definition in Flows. Specify the name of the loyalty program as the input variable value of the definition. | Runs the definition at a frequency of your choice. Points aren’t rolled over in real time. | ![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 If you enable escrow after disabling negative points, the traceability of points might not be accurate. ## What Happens When Points Are Credited to a Member for a Currency That Has Escrow? When the Credit Points Flow action processes transaction journals, it credits points to the member's points balance. If a currency has escrow, points are credited to the member's escrow points balance rather than to the member's points balance. To credit points to the member's escrow points balance, a Loyalty Ledger record is created. The Escrow Points Credit Date field on the Loyalty Ledger record is automatically populated with the date that points roll over to the member's points balance. The escrow points credit date is calculated by adding the escrow period to the activity date of the transaction journal for which the ledger is created. If the transaction’s activity date is Jan 5 and the escrow period is 15 days, then the escrow points credit date is automatically set to Jan 20 in the ledger. If you want to override the automatically calculated escrow points credit date, see [Override the Escrow Date for Transactions](https://help.salesforce.com/s/articleView?id=xcloud.escrow_override.htm&language=en_US). On the Loyalty Member Currency related list of a member's Loyalty Program Member record, track the member's escrow points balance for the member's associated currencies. ## How Are Escrow Points Rolled over to a Member's Points Balance? The Roll Over Escrow Points to Members Data Processing Engine definition rolls points over at time intervals that you specify. This definition processes all the ledgers created between the date the escrow points were last processed and the date of the run. The definition filters out ledgers that don't have a value for the Escrow Points Credit Date field. If the date specified in Escrow Points Credit Date field is less than or equal to the run's date, the points in those ledgers are rolled over to the associated member's points balance. ## Which Calculations Are Used to Manage Escrow Points? After the Roll Over Escrow Points to Members definition writes back the results, here's how a member's points balance and escrow points balance are calculated: - Escrow Points Balance: TotalEscrowPointsAccrued - TotalEscrowRolloverPoints - Points Balance: TotalPointsAccrued - TotalPointsRedeemed - TotalPointsExpired + TotalEscrowRolloverPoints ## What Are the Other Changes If a Currency Has Escrow? - The Get Member Points action provides the member's escrow points balance as output. - If a transaction is canceled using the Reverse Transaction quick action on the Transaction Journal list view or on the Transaction Journal record, the escrow points are also canceled. - Fixed non-qualifying currency points that have escrow expire based on when points are rolled over to the member rather than the activity date of the associated transaction. - The Credit Non-Qualifying Points to Members and the Credit Qualifying Points to Members Data Processing Engine definitions ignore ledgers that have the Escrow Credit Date field populated. The Roll Over Escrow Points to Members definition processes Loyalty Ledger records with escrow credit dates. ![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_example.png) Example A loyalty program has a currency that points are escrowed for. The currency is named Exclusive, and the escrow period for the program is 7 days. A member makes a transaction on October 1 and earns 150 Exclusive points. When the Credit Points action runs in real time, the earned points are automatically placed in the member's escrow points balance. On October 7, when the Roll Over Escrow Points to Members definition is run, 150 points are rolled over to the member's points balance. ## How to Manage Points Expiration Processes for Currencies that have Escrow? - When scheduling points expiration processes for currencies with escrow, make sure the Roll Over Escrow Points to Members Data Processing Engine definition runs before the before the points expiration process. This ensures that points expiration processes consider members' latest point balance when calculating which points to expire. - When designing a process to credit points to members, make sure that the escrow points credit date is on or before the expiration date of the credited points. #### See Also - [_Salesforce Help_: Roll Over Escrow Points to Members](https://help.salesforce.com/s/articleView?id=xcloud.escrow_rollover_dpe.htm&release=264.0.0&type=5 "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.")