---
schema_version: "1"
id: 7edaa8fd18a75688911c44c060b5b36499c4b3574bc71ee65d3b6c0e93e90138
title: Loyalty Management Implementation Guide
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_implementation_guide.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_implementation_guide.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1e1ebb0e080c11ad36e9aaf0e150259e18a6ab08d7ccfd86165bfd0aed61f819
description: The implementation guide outlines the steps to set up and use Loyalty Management.
products:
  - Loyalty Management
release: "264"
---
# Loyalty Management Implementation Guide

The implementation guide outlines the steps to set up and use Loyalty Management.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management</td></tr></tbody></table>

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](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/salesforce_loyalty_management_for_retail_implementation_guide.pdf).