Get Started with Loyalty Management

Loyalty Management helps organizations design and run loyalty programs that recognize, reward, and engage your customers. Run B2B and B2C loyalty programs tailored to your industry’s requirements. Explore a trial org and then learn about what’s included, what setup we recommend, and how to get ready for your implementation.

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Get Oriented

What is Salesforce Loyalty Management?

Video: Watch a Demo

Create a Loyalty Management Learning Org

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Dive In: Learn About the Recommended Core Features

Design Your Loyalty Program Along with Its Tiers and Currencies

Add Partners to Your Loyalty Program

Watch: Design a Loyalty Program

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Go Deeper: Define Rewards for Members

Add Tier Benefits and Personalised Benefits

Get Your Voucher Definitions Ready

Design Badges for Your Members

Configure Your Promotions and its Rewards

Watch: Add a Loyalty Program’s Rewards

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Extend Further: Learn About Additional Capabilities & Add-Ons

Segment Members for Promotions using Data Cloud

Stay Connected with Your Members using Marketing Cloud

Offer Promotions in Real Time with Interaction Studio

Add Widgets on Your Website

Watch: Design Loyalty Engagement Widgets As Per Your Company’s Branding

Watch: Embed Loyalty Engagement Widgets

Mobile SDK for Loyalty Management

Watch: Experience Loyalty Management on Your Mobile Devices 

Loyalty Management Point of Sale API

Watch: Loyalty Management POS API for In-Store and E-Commerce Unlocked Package

Watch: Loyalty Management POS API for In-Store and E-Commerce Powered by MuleSoft

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Get Ready for Your Implementation

Turn on Loyalty Management Settings

Provide Users Access to the Loyalty Management App

Create Processes to Manage Member Events

Configure a Tier Assessment Process

Watch: Take a Tour of Promotion Setup

Watch: Process Member Redemptions using Promotion Setup in Loyalty Management

Watch: Use Loyalty Management Promotion Setup to Reward Members for Purchases

Integrate with External Systems

Give Partners Permissions to Edit Their Program Data

Analyze Your Loyalty Program’s Performance

Watch: Track the Performance of Your Promotions with CRM Analytics 

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Know Your Resources & Get Help

Trailhead: Loyalty Programs and Loyalty Management

Loyalty Management Developer Guide

Watch: Launch a Loyalty Program