You can select members automatically for tier upgrade when their qualifying point
balance changes. The setting helps you avoid setting up a custom process to find the members
eligible for tier upgrade assessment. In your tier upgrade process, you can assess and upgrade the
tier of members who have been automatically selected for tier upgrade assessment.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited,
and Developer Editions with Loyalty Management |
| User Permissions Needed |
| To allow automatic selection of members for tier assessment: |
- System Administrator
- Loyalty Management
|
When a member’s qualifying point balance changes, the Eligible for Tier Assessment checkbox in
the member’s Loyalty Program Member record is automatically selected. In the loyalty program
process or flow that assesses and upgrades the member tier, you can assess only the members
whose Eligible for Tier Assessment checkbox is selected. Or, if you’re using a Batch Management
job to schedule your tier upgrade process, add a filter condition in the batch job to select
only the members whose Eligible for Tier Assessment checkbox is selected.
-
From Setup, in the Quick Find box, enter Loyalty Management, and
then select Loyalty Management Settings.
-
Turn on Select Members for Tier Assessment Automatically.
