Salesforce Docs Portal

Update the Layout of Loyalty Program Member Record Page

The page layout for Individual, Corporate, and Group type Loyalty Program Member records are the same. But, some of the related lists on this page layout don't apply to Individual and Corporate members, or to groups. Customize the layout to ensure that the most relevant related lists appear for each member type.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced
User Permissions Needed
To open Loyalty Program Member record: Loyalty Management
To update Lightning pages in Lightning App Builder: Customize Application

Here are the related lists that apply to each member type.

Related List Member Type Applicable For
Contact Details Individual, Corporate, and Group
Loyalty Member Currency Individual, Corporate, and Group
Transaction Journal Individual, Corporate, and Group
Loyalty Member Tiers Individual and Corporate
Loyalty Program Member Promotion Individual and Corporate
Vouchers Individual and Corporate
Cases Individual and Corporate
Associated Groups Individual and Corporate
Group Members Group

On the Lightning App Builder, you can add filters for every related list to ensure that only the applicable ones appear for each member type.

  1. From the App Launcher, find and select Loyalty Program Member.
  2. Open a Group type Loyalty Program Member record.
  3. Click Setup, and then select Edit Page.
  4. On the Lightning App Builder, select a related list.
  5. On the Page column, click Add Filter.
  6. Select these options:
    • Filter Type: Record Field
    • Field: Member Type
    • Operator: Equals
    • Value: Select Individual, Corporate, or Group
  7. To add more filters, click Add Filter.
  8. Repeat steps from 4 through 7 for all the related lists on the layout.
  9. Save your changes.
  10. Activate the page layout.
Example
Example

To ensure that the Associated Groups related list appears only for Individual and Corporate members, add these filters:

  • Filter Type: Record Field
  • Field: Member Type
  • Operator: Not Equal
  • Value: Group

To ensure that the Group Members related list appears only for Group records, add these filters:

  • Filter Type: Record Field
  • Field: Member Type
  • Operator: Equal
  • Value: Group