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.
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 |
The definition contains one input variable for specifying the loyalty program. When you run the definition using Flows, enter the name of the loyalty program that you want to roll over escrow points for the input variable value.
The template definition contains these nodes:
| Node Name | Description | Node Type |
|---|---|---|
|
Data sources used in the definition for calculating the number of points to roll over to each member and their currencies. | Data Source |
| Add Loyalty Program Currency Type to Ledger | Adds the loyalty program currency type to ledgers. | Join |
| Add Loyalty Program Name to Ledger | Adds the loyalty program name to ledgers. | Join |
| Filter Accrued Escrow Points | Filters ledgers that have accrued escrow points for the loyalty program. | Filter |
| Escrow Points Accrued by Member | Gets the current points balance from the Loyalty Member Currency record. | Join |
| Compare Dates | Compares dates to check whether ledgers were created after the last date for accrual processing. | Formula |
| Ledger Records For Aggregation | Filters ledgers that were created after the last time that qualifying points were credited to members. | Filter |
| Total Escrow Rollover Points | Calculates the total escrow points for a member. These points are grouped by member and currency, and based on how activity date compares to last reset date. | Group and Aggregate |
| Filter Debit Ledgers | Filters debit type ledgers for aggregation. | Filter |
| Filter Credit Ledgers | Filters credit type ledgers for aggregation. | Filter |
| Add Debit and Credit Ledgers | Joins debit and credit ledgers for further aggregation. | Join |
| Check Null for Escrow Fields | Calculates the total points to roll over to the member. | Formula |
| Escrow Points Accrued Until Current Date | Calculates the escrow points accrued by a member until the current date. | Formula |
| Total Escrow Points Accrued until Current Date | Calculates the total escrow points accrued by a member until the current date. | Group and Aggregate |
| Update Member Currency |
Updates the Total Escrow Rollover Points in the Loyalty Member Currency records along with Last Escrow Run Date. For each associated currency, the member's points balance and escrow points balance are automatically updated after the definition is run. |
Writeback Object |