If the Transfer Points to Member Group Automatically setting is turned on, the points are transferred automatically. If the setting is turned off, use the Transfer Member Points to Groups action to transfer members' redeemable points to their associated groups.
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 create a flow: | Manage Flows |
| To access Loyalty Management actions in Flows: | Loyalty Management |
The Transfer Member Points to Group action transfers points earned by a member for a specific transaction to a group. The action can process only those transaction journals that:
- Are of the Accrual type
- Have already credited the points to members
- Have the status as Processed
When traceability is enabled, you can transfer points manually from a member only if there are no pending trace records for that currency. To learn how to process pending trace records, see Set Up Traceability.
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Click New Flow.
- Select a flow type, and then click Next.
- Select a layout.
- Click +.
- Select Action.
- In the Category section, select Loyalty.
- Search for and select the Transfer Member Points to Groups action.
- Provide a name and an API name for the action.
- Add relevant details in the Journal ID field.
- Click Done.
- Save your changes, and then activate the flow.
To know more about how the action debits points from a member's point balance and credits points to the member's groups, see Learn How a Group's Point Balances Are Managed.