Get Member Details from Transaction Journals When Loyalty Management and Rebate Management
Are Enabled
In Salesforce, if Loyalty Management and Rebate Management both are enabled, the Program
Member Id field of the Transaction Journal object works as a polymorphic field. In Flows,
you can retrieve the record ID only from polymorphic fields.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited,
and Developer Editions with Loyalty Management |
In orgs that have both Loyalty Management and Rebate Management enabled, Flows can
only retrieve the ID of the Loyalty Program Member records associated with
Transaction Journal records. The Loyalty Program Member IDs that you retrieve from
Transaction Journal records must be used in a Get Records element to retrieve the
details of the Loyalty Program Member records.
If Loyalty Management alone is enabled, flows that get loyalty program member details
from Transaction Journal records work as expected. These flows fail when Rebate
Management is added. Then you must edit the flows and retrieve the details of
loyalty program members from the Loyalty Program Member records instead of from the
associated Transaction Journal records.
