The implementation guide outlines the steps to set up and use Loyalty Management.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
The guide contains a reference implementation of how:
- Admins can:
- Set up Loyalty Management
- Import loyalty program-specific data
- Provide users permissions to work with Loyalty Management
- Set up automated process for the company's loyalty program
- Set up CRM Analytics for the company's loyalty program
- Set up a member site
- Integrate the company's loyalty program with external sites, mobile apps and external systems
- Loyalty program managers can:
- Design a loyalty program
- Manage program partners
- Create member experiences
- Configure loyalty program processes
- Service representatives can:
- Review membership profiles
- Manage member requests
To review and use the implementation guide, see Implement Loyalty Management for Retail and Consumer Goods.