Install Loyalty Management dashboards to provide loyalty program managers with actionable insights for increasing memberships, retaining customers, and improving processes.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
| User Permissions Needed | |
|---|---|
| To install intelligent apps: | Tableau Next Limited Consumer |
- Make sure Data 360 is turned on.
- Install the C360 Semantic Model.
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Deploy the data kit that matches your license.
Here’s the list of available data kits.
- Loyalty Management Starter
- Loyalty Management Growth
- Loyalty Management Advanced
Loyalty Management data kits are available by default. So, you don’t need to create data kits.
The data kit deployment adds data model objects (DMOs) and data streams for Loyalty Management to Data Cloud. - Install the Loyalty Promotions data kit. See Loyalty Promotions.
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Install the Loyalty Analytics intelligent app.
- From Setup, enter Intelligent Apps in the Quick Find box, and then select Templates.
-
Click
corresponding to Loyalty Analytics, and then click Create
App.
- If necessary, change the name and logging level.
- Click Create.
The app installation adds the Loyalty Workspace to your org. The workspace comprises semantic models, visualizations, and dashboards. -
Assign the Tableau Next Limited Consumer permission set to your users who view Tableau
Next dashboards.
To learn about the Tableau Next Limited Consumer license and the capabilities it provides, see Tableau Next Permission Sets and Licenses.
- Set up data access for loyalty program managers.
- Add the dashboards to Lightning pages.
By default Loyalty Management provides only the Tableau Next Limited Consumer license. To unlock other Tableau Next capabilities, you need to purchase additional Tableau Next licenses. For more information, contact your Salesforce account executive.