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Loyalty Management Invocable Actions

You can specify the base-level access that’s required for using invocable actions in Loyalty Management.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled.

Adjust Points

Object Read Create Update
LoyaltyMemberCurrency Yes No Yes
LoyaltyProgramCurrency Yes No No
LoyaltyLedger No Yes No
TransactionJournal Yes Yes No
JournalType Yes No No
LoyaltyProgramMember Yes No -

Assign Member Tier Benefits

Object Read Create Update
LoyaltyTier Yes No No
LoyaltyTierGroup Yes No No
LoyaltyMemberTier Yes No Yes
LoyaltyProgram Yes No No
BenefitType Yes No No
Benefit Yes No No
MemberBenefit Yes Yes Yes
BenefitAction Yes No No
LoyaltyProgramMember Yes No No
LoyaltyTierBenefit Yes No No

Cancel Accrual

Object Read Create Update
LoyaltyLedger Yes Yes No
TransactionJournal Yes Yes Yes
LoyaltyMemberCurrency Yes No Yes
LoyaltyProgram Yes No No
JournalType Yes No No

Cancel Redemption

Object Read Create Update
TransactionJournal Yes Yes Yes
JournalType Yes No No
JournalSubType Yes No No
LoyaltyLedger Yes Yes No
LoyaltyProgramCurrency Yes No No
LoyaltyProgram Yes No No

Change Tier

Object Read Create Update
LoyaltyTier Yes No No
LoyaltyTierGroup Yes No No
LoyaltyMemberTier Yes No Yes
LoyaltyProgram Yes No No

ChangeMemberTier

Object Read Create Update
LoyaltyTier Yes No No
LoyaltyTierGroup Yes No No
LoyaltyMemberTier Yes No Yes
LoyaltyProgram Yes No No

Credit Points

Object Read Create Update
LoyaltyProgramCurrency Yes No No
LoyaltyMemberCurrency Yes No No
LoyaltyLedger No Yes No
TransactionJournal Yes No Yes
LoyaltyProgram Yes No No
JournalType Yes No No

Get Member Points

Object Read Create Update
LoyaltyMemberCurrency Yes No No
LoyaltyProgram Yes No No
LoyaltyProgramMember Yes No No
LoyaltyProgramMemberCurrency Yes No No
LoyaltyTier Yes No No

Get Member Tier

Object Read Create Update
LoyaltyMemberTier Yes No No
LoyaltyProgram Yes No No
LoyaltyProgramMember Yes No No

Process Member Benefit Action

Object Read Create Update
MemberBenefit Yes No Yes
BenefitType Yes No No
Benefit Yes No No
BenefitAction Yes No No

Debit Points

Object Read Create Update
LoyaltyMemberCurrency Yes No Yes
LoyaltyLedger No Yes No
TransactionJournal Yes No Yes
LoyaltyProgram Yes No No
JournalType Yes No No
LoyaltyProgramCurrency Yes No No

Issue Voucher

Object Read Create Update
Voucher No Yes No
VoucherDefinition Yes No No
LoyaltyProgram Yes No No
LoyaltyProgramMember Yes No No
Product2 Yes No No
ProductCategory Yes No No

Reinstate Points

Object Read Create Update
LoyaltyProgramCurrency Yes No No
LoyaltyMemberCurrency Yes No No
LoyaltyLedger No Yes No
TransactionJournal Yes No Yes
LoyaltyProgram Yes No No
JournalType Yes No No
LoyaltyPgmCurrencyExtPrd Yes No No