---
schema_version: "1"
id: 899eecf9c56d4b1b021112dd0742af30ad08924684fe42c34390ea263ec447f5
title: Transfer Member Points to Groups
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_member_group_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_member_group_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f103c30f1b4edf965470d3d18645391fb93e68886cab050061c4cdde8adf7a9e
description: 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.
products:
  - Loyalty Management
release: "264"
---
# Transfer Member Points to Groups

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

<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>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Loyalty Management - Growth or Loyalty Management - Advanced</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d5786e72">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5786e72 ">To create a flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5786e72 ">Manage Flows</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5786e72 ">To access Loyalty Management actions in Flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5786e72 ">Loyalty Management</td>

          </tr>
        </tbody>
      </table>

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](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_async_processing_trace_redemption.htm&release=264.0.0&type=5 "To link redemption transactions directly to source accrual transactions, turn on traceability for redeemable currencies. Set up Data Processing Engine definitions and invocable actions to process trace records and expire points.").

1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. Click **New Flow**.
3. Select a flow type, and then click **Next**.
4. Select a layout.
5. Click +.
6. Select **Action**.
7. In the Category section, select **Loyalty**.
8. Search for and select the **Transfer Member Points to Groups** action.
9. Provide a name and an API name for the action.
10. Add relevant details in the Journal ID field.
    
    - Enter the ID of an Accrual type Transaction Journal record with the status as Processed.
    - Use a resource to provide the ID of an Accrual type Transaction Journal record with the status as Processed.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_note.png)
    
    Note
    
    Use the Accrual type Transaction Journal record only once.
11. Click **Done**.
12. 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](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_group_workflow.htm&type=5&language=en_US).