Key Components

Get to know the key components of loyalty processes.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled.

You can configure Loyalty Processes using one or more of these components:

  • Decision Table: Helps to define complex business rules in a simple tabular form. You can use a decision table when you want to define rules to generate output based on multiple inputs. Decision tables read business rules and decide the outcome for records in your org or for the values that you specify.

    To define business rules for loyalty programs and processes, you can only use decision tables of the type Standard. For more details, refer to the Decision Table help.

  • Batch Management: Processes large volumes of data in your Salesforce org. Batch Management determines which records to process using batch jobs. It also tracks the status and health of batch jobs using Monitor Workflow Services.

    For more details, refer to the Batch Management help.

    Tip
    Tip We recommend that you limit the size of your batch job parts to 200. You can explore larger batch job parts to optimize the performance of long-running processes.
  • Data Processing Engine: Provides out-of-the-box job templates to calculate point balances, reset qualifying points, and expire points for your loyalty program members. You can customize any of the Data Processing Engine job templates, or you can create a job template that suits your business needs. You can also schedule any template to run at defined intervals.

    For more details, refer to the Data Processing Engine help.

    Note
    Note The Loyalty Processes can be defined in Flows using Loyalty Actions or Loyalty APIs in Apex.