Unlinking a partner marks the linkage status as Inactive and stops the cross-program
benefits. When you link the same partner back, the system considers it as new linkage and
creates new records.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Loyalty Management - Advanced
|
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On the loyalty program member details page, navigate to the Partners with Active
Linkage related list.
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Click the dropdown arrow in a partner row and click
Unlink.
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On the Unlink Partner modal window, select a reason and enter the details for unlinking
the partner. The comments are recorded for audit purposes.
Unlink Reason is a dynamic enum field and you can configure the picklist values. For
more details about adding picklist values using Object Manager, see Add or Edit Picklist Values.
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Click Unlink.
You can also open the loyalty program member linked partner and unlink the partner.
Customer service representatives (CSRs) can unlink partners from the Partners with Active
Linkage related list in the service console.
