Create loyalty member currency records when members first earn points, not automatically
at enrollment. If you turn on negative point balances, Loyalty Management creates records on the
first debit if a member currency record doesn’t exist. These changes reduce the number of unused
records stored in your org.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited,
and Developer Editions with Loyalty Management |
| User Permissions Needed |
| To turn on on-demand member currency record creation: |
Loyalty Management permission set |
Loyalty Management doesn't create these loyalty member currency records until a member
completes their first points transaction. Before you turn on this setting, update your
customizations—such as Apex triggers, Flows, and analytics queries—that reference
these records to include null checks.
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From Setup, use the Quick Find box to find and select Loyalty Management
Settings.
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Turn on the On-Demand Member Currency Creation setting.
If you turn off the setting, Loyalty Management doesn't retroactively create currency records
for members who enrolled while the setting was on and haven't completed a points transaction.
Before you credit or debit points for these members, manually create their loyalty member
currency records.
