--- schema_version: "1" id: ddca3473169d968afb88440ab5893afc8314d8d9d34e169ac8e8de014999af73 title: Debit Points for Member Redemptions (Example) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/promotion_setup_example_one.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup_example_one.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e8c0b6e46be7038292fac21d9d1a9a03982e8d179276e64622a7b3c11a450095 description: The program manager of Cloud Kicks Inner Circle has set up a loyalty program process that processes Redemption type transactions in real time. The process must debit points from the member's points balance and issue a voucher if members buy a promoted product. products: - Loyalty Management release: "264" --- # Debit Points for Member Redemptions (Example) The program manager of Cloud Kicks Inner Circle has set up a loyalty program process that processes Redemption type transactions in real time. The process must debit points from the member's points balance and issue a voucher if members buy a promoted product. ### Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management
## Scenario Here are the business scenarios of the loyalty program process: - Members must be debited points for a non-qualifying currency named Reward Points. - A decision table decides the number of points that must be debited from the member based on the quantity and the brand of the product purchased. The standard type decision table is named Decide Points to Redeem. The rules that the decision table evaluates to provide the number of points to redeem is stored in a custom object named Redemption Catalog. - A standard promotion is running between February 1 and February 28, 2022 for the Super Kicks product, and members are issued a voucher if they purchase the product. - The promotion is named Buy Super Kicks, Get a Voucher. - The value of the voucher is based on the member’s tier: - Silver: $10 - Gold: $15 - Platinum: $25 The name of the tier group is Inner Circle Tier Group. - The voucher definition is already available in the Loyalty Management app and is named Super Kicks Discount. In the voucher definition, the Effective Date field is selected as February 1, 2022 and the Expiration Date is selected as February 28, 2022. ## Loyalty Program Process Here's how the loyalty program process is defined. | Field Name | Value | | --- | --- | | Name | Debit Points for Redemptions | | Status | Draft | | Process Execution Mode | RealTime | | Loyalty Program | Cloud Kicks Inner Circle | | Process Type | Transaction Journal | | Journal Type | Redemption | ![Loyalty Program Process](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/promotion_setup_example_one_process.png) ## Parameters The process requires these parameters.
Parameter Number Field Name Value Reason
1 Name DecisionTableOutcomeType Stores the type of outcome provided by the Decide Points to Redeem decision table.
Loyalty Program Process Debit Points for Redemptions
Type Variable
Data Type Text
2 Name PointsToDebit Stores the number of points that must be debited from the member's points balance. The value is provided as an output by the Decide Points to Redeem decision table.
Loyalty Program Process Debit Points for Redemptions
Type Variable
Data Type Sobject
Object Redemption Catalog
3 Name MemberPointsBalance Stores the points balance of the member.
Loyalty Program Process Debit Points for Redemptions
Type Variable
Data Type Number
Decimal Places 2
4 Name MemberEscrowPointsBalance Stores the escrow points balance of the member.
Loyalty Program Process Debit Points for Redemptions
Type Variable
Data Type Number
Decimal Places 2
5 Name VoucherCode Generates unique code for each issued voucher.
Loyalty Program Process Debit Points for Redemptions
Type Formula
Data Type Text
Formula {!Promotion.Name} + {!TransactionJournal.Member.Contact.Name}
6 Name MemberTier Stores the member's tier.
Loyalty Program Process Debit Points for Redemptions
Type Variable
Data Type Text
7 Name VoucherValue Assigns the voucher value based on the member's tier.
Loyalty Program Process Debit Points for Redemptions
Type Variable
Data Type Number
Decimal Places 0
![Parameter for voucher code.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/promotion_setup_example_one_voucher_code.png) ## Rule to Debit Points The rule is only used to debit points from the member's points balance for every Redemption type transaction journal. | Field Name | Value | | --- | --- | | Name | Debit Points | | Loyalty Program Process | Debit Points for Redemptions | | Start Date | Jan 1, 2022 |
Step Type Name Child Step Of Input Field Value Output Field Value
Debit Points action Debit Points from Member Does Member Have Sufficient Points Balance?
  • Currency Name: Reward Points
  • Points to Debit: PointsToDebit > Points_to_Debit__c (parameter)
 —
## Steps in the Debit Points Rule Here are the steps that were added to the Debit Points rule. Step 1: Find Out the Number of Points to be Debited
Step Type Name Input Field Value Output Field Value
Get Outputs from a Decision Table action Run the Decide Points to Redeem Decision Table to get the Number of Points to Debit
  • Decision Table: Decide_Points_to_Redeem
  • Brand: TransactionJournal > Brand
  • Quantity: TransactionJournal > Quantity
  • Outcome Type: DecisionTableOutcomeType (parameter)
  • Single Outcome: PointsToDebit (parameter)
Step 2: Get Member's Points Balance
Step Type Name Input Field Value Output Field Value
Get Member's Points Balance action Find Out Member's Points Balance Currency Name: Reward Points
  • Points Balance: MemberPointsBalance (parameter)
  • Escrow Points Balance: MemberEscrowPointsBalance (parameter)
Step 3: Check if Member Has Sufficient Points Balance
Step Type Name Condition Filter Criteria
Condition Does Member Have Sufficient Points Balance? All conditions are met (AND)
  • Resource: PointsToDebit > Points_to_Debit__c (parameter)
  • Operator: Lesser than or equal to
  • Type: Resource
  • Value: MemberPointsBalance (parameter)
Step 3.1: Debits Points from Member ![Complete view of the first rule.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/promotion_setup_example_one_rule_one.png) ## Rule to Issue Vouchers This rule is associated with a promotion and is used to issue a voucher to members who have availed the promotion. | Field Name | Value | | --- | --- | | Name | Issue Voucher for Super Kicks Promotion | | Loyalty Program Process | Debit Points for Redemptions | | Promotion | Buy Super Kicks, Get a Voucher | | Previous Process Rule | Debit Points | ## Steps in the Issue Voucher for Super Kicks Promotion Rule Here are the steps that were added to the Issue Voucher for Super Kicks Promotion rule. Step 1: Get Member's Tier Group | Step Type | Name | Input Field Value | Output Field Value | | --- | --- | --- | --- | | Get Member's Tier action | Find Out Member's Tier | Tier Group: Inner Circle Tier Group | Member Tier: MemberTier (parameter) | Step 2: Add a Condition Group The name of the condition group is Assign Voucher Value Based on Member's Current Tier.
Step Type Name Parent Step Condition Criteria or Input Field Values Filter Criteria or Output Field Values
Condition Filter Only Silver Tier Members — All conditions are met (AND)
  • Filter Criteria 1
    • Resource: MemberTier (parameter)
    • Operator: Equals
    • Type: Fixed Value
    • Value: Silver
  • Filter Criteria 2
    • Resource: TransactionJournal >Product > Name
    • Operator: Equals
    • Type: Fixed Value
    • Value: Super Kicks
Assign Parameter Values action Assign Voucher Value for Silver Tier Members Filter Only Silver Tier Members
  • Parameter: VoucherValue
  • Operator: Equals
  • Value: 10
 —
Condition Filter Only Gold Tier Members — All conditions are met (AND)
  • Filter Criteria 1
    • Resource: MemberTier (parameter)
    • Operator: Equals
    • Type: Fixed Value
    • Value: Gold
  • Filter Criteria 2
    • Resource: TransactionJournal >Product > Name
    • Operator: Equals
    • Type: Fixed Value
    • Value: Super Kicks
Assign Parameter Values action Assign Voucher Value for Gold Tier Members Filter Only Gold Tier Members
  • Parameter: VoucherValue
  • Operator: Equals
  • Value: 15
 —
Condition Filter Only Platinum Tier Members — All conditions are met (AND)
  • Filter Criteria 1
    • Resource: MemberTier (parameter)
    • Operator: Equals
    • Type: Fixed Value
    • Value: Platinum
  • Filter Criteria 2
    • Resource: TransactionJournal >Product > Name
    • Operator: Equals
    • Type: Fixed Value
    • Value: Super Kicks
Assign Parameter Values action Assign Voucher Value for Platinum Tier Members Filter Only Platinum Tier Members
  • Parameter: VoucherValue
  • Operator: Equals
  • Value: 25
 —
Step 3: Issue Vouchers to Eligible Members
Step Type Name Parent Step Input Field Values Output Field Values
Issue Voucher action Issue Voucher to Members —
  • Voucher Definition: Super Kicks Discount
  • Voucher Code: VoucherCode (parameter)
  • Voucher Value: VoucherValue (parameter)
 —
![Complete view of the second rule.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/promotion_setup_example_one_rule_two.png)