Give users in your org the required access to Loyalty Management features. Use the permission sets provided by Salesforce, or clone the default permission sets to create role-based custom permission sets for the users.
Loyalty Management Permission Set
The Loyalty Management permission set provides users access to the Loyalty Management app. Here's how the app is used by different user groups:
| Role | Action |
|---|---|
| Loyalty program managers |
|
| Customer service representatives |
|
Manage Loyalty Program Permission Set
The Manage Loyalty Program permission set includes Read, Create, Edit, Delete, View All Records, and Modify All Records permissions for all Loyalty Management objects. You can clone the permission set to create role-based custom permission sets.
Example An admin clones the permission set to create two custom permission sets. The first custom
permission set enables loyalty program managers to manage their loyalty program but not delete
member records such as transaction journals, vouchers, and badges. The second custom permission
set enables customer service representatives to view member information such as membership number
and to issue vouchers, or adjust points without being able to edit the loyalty program
setup.
- Permission Set License for Loyalty Management
Each type of Loyalty Management license provides a specific number of Loyalty Management permission set licenses. When you assign a Loyalty Management permission set to a user, the number of Loyalty Management permission set licenses that are available in your org reduces by one.