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Implement Field-Level Security in Loyalty Management

Field-level security settings let you restrict users’ access to view and edit specific fields.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled.
User Permissions Needed
To set field-level security:

Manage Profiles and Permission Sets

AND

Customize Application

For Loyalty Management, field-level security is enabled for these objects.

Object Field Name Read Access Edit Access
LoyaltyProgramMember Last Activity Date check mark check mark
LoyaltyProgramCurrency Cost per Unit check mark check mark
LoyaltyTierGroup Hidden To Members check mark check mark
LoyaltyTierGroup Primary check mark check mark
LoyaltyTierGroup Qualifying Points Reset Date check mark check mark
LoyaltyMemberCurrency Balance Before Reset check mark check mark
LoyaltyMemberCurrency Last Reset Date check mark check mark
LoyaltyMemberCurrency Next Reset Date check mark check mark
LoyaltyMemberTier Change Reason Type check mark check mark
LoyaltyMemberTier Reason for Change check mark check mark
LoyaltyProgramPartner Program Partnership End Date check mark check mark
LoyaltyProgramPartner Accrual Cost per Unit check mark check mark
LoyaltyProgramPartner Redemption Cost per Unit check mark check mark
TransactionJournal Booked Fare Class check mark check mark
TransactionJournal Booked Room Type check mark check mark
TransactionJournal Booking Date check mark check mark
TransactionJournal Brand check mark check mark
TransactionJournal Channel check mark check mark
TransactionJournal Destination Yes Yes
TransactionJournal Distance check mark check mark
TransactionJournal End Date check mark check mark
TransactionJournal Error Message check mark check mark
TransactionJournal Establishment check mark check mark
TransactionJournal External Transaction ID check mark check mark
TransactionJournal Flight Number check mark check mark
TransactionJournal Industry check mark check mark
TransactionJournal Invoice Generated Date check mark check mark
TransactionJournal Journal Reason check mark  
TransactionJournal Order check mark check mark
TransactionJournal Order Product check mark check mark
TransactionJournal Origin check mark check mark
TransactionJournal Partner check mark check mark
TransactionJournal Payment Method check mark check mark
TransactionJournal Product check mark check mark
TransactionJournal Product Category check mark check mark
TransactionJournal Promotion check mark check mark
TransactionJournal Quantity check mark check mark
TransactionJournal Quantity Unit check mark check mark
TransactionJournal Referred Member check mark check mark
TransactionJournal Related Corporate Membership check mark check mark
TransactionJournal Related Journal check mark check mark
TransactionJournal Start Date check mark check mark
TransactionJournal Transaction Amount check mark check mark
TransactionJournal Transaction Location check mark check mark
TransactionJournal Traveled Fare Class check mark check mark
TransactionJournal Voucher Code check mark check mark
Voucher Voucher Code check mark check mark
Promotion Default Voucher Definition check mark check mark
Promotion Maximum Vouchers Count check mark check mark
Promotion Current Point Count check mark check mark
Promotion Issued Voucher Count check mark check mark
Promotion Maximum Liability Amount check mark check mark
Promotion Current Liability Amount check mark check mark
Promotion Transaction Journal Type check mark check mark
Promotion Is Points With Factor check mark check mark
Promotion Point Factor check mark check mark
Benefit Priority Sequence check mark check mark
Benefit Unit of Measure check mark check mark
Benefit Value check mark check mark
MemberBenefit Primary Reference Object Record check mark check mark
MemberBenefit Primary Reference Object Record Title check mark check mark
MemberBenefit Source Type check mark check mark
  1. From Setup, in the Quick Find box, enter Permission Sets, then select Permission Sets. Or from Setup, in the Quick Find box, enter Profiles, then select Profiles.
  2. Select a permission set or profile.
    Depending on which interface you’re using, complete one of these actions:
    • Permission sets or enhanced profile user interface—In the Find Settings box, enter the name of the object that you want, and select it from the list. Click Edit, then scroll to the Field Permissions section.
    • Original profile user interface—In the Field-Level Security section, click View next to the object that you want to modify, and then click Edit
.
  3. Specify the field's access level.
  4. Save your changes.