---
schema_version: "1"
id: 8a98285ca416ab1214251e92213716328db8a1a7ba77cecec8555c56380c1934
title: Create a Loyalty Program Process Parameter
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/promotion_setup_parameter.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup_parameter.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3a5c168a97ca1900e784ef562a672934ef304eee9e302a03e81b49f1799bc8be
description: Parameters store static values, dynamic values, and formulas. You can use parameters to define conditions or actions. Parameters can store multiple value types depending on the type and data type of the parameter.
products:
  - Loyalty Management
release: "264"
---
# Create a Loyalty Program Process Parameter

Parameters store static values, dynamic values, and formulas. You can use parameters to define conditions or actions. Parameters can store multiple value types depending on the type and data type of the parameter.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d55501e71">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e71 ">To create a loyalty program process parameter:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e71 ">
              <p>Loyalty Management permission set</p>
              <p>AND</p>
              <p>Edit access on Loyalty Program and other required objects</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>

          </tr>
        </tbody>
      </table>

You can use parameters to:

- Define a formula, including a formula that's stored in another parameter.
- Filter records.
- Define the criteria of conditions.
- Enter input values or store the output values of an action.

Here are the types of values that a parameter can store.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:60%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55501e142">Type</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55501e145">Supported Data Type</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55501e148">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e142 ">Constant</td>

            <td data-label="Supported Data Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e145 ">
              <ul>
                <li>Text</li>

                <li>Number</li>

                <li>Date</li>

                <li>Date/Time</li>

                <li>Boolean</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e148 ">Stores a value that you enter. Ensure that the value you enter is of the same data
              type that you selected.</td>

          </tr>
          <tr class="">
            <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e142 ">Variable</td>

            <td data-label="Supported Data Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e145 ">
              <ul>
                <li>Text</li>

                <li>Number</li>

                <li>Date</li>

                <li>Date/Time</li>

                <li>sObject</li>

                <li>Boolean</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e148 ">
              <ul>
                <li>Stores the record details of the selected object when the selected data type is
                  sObject.<div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                    <div class="slds-media slds-media_responsive">
                      <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-tip"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_tip.png" alt="Tip"></span></div>
                      <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Tip</span> If you want to use values from a record in your rule, create a
                        sObject parameter and add a filter to uniquely identify the record. </div>
                    </div>
                  </div>
                </li>

                <li>Stores a value based on the selected data type that's provided when processing a
                  transaction journal.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e142 ">Formula</td>

            <td data-label="Supported Data Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e145 ">
              <ul>
                <li>Text</li>

                <li>Number</li>

                <li>Date</li>

                <li>Date/Time</li>

                <li>Boolean</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e148 ">Stores a formula that you enter. Ensure that the output of the formula you enter is of
              the same data type that you selected.</td>

          </tr>
        </tbody>
      </table>

1. On a Loyalty Program record, click the **Program Processes** tab.
2. Click the program process for which you want to create a parameter.
3. On the Loyalty Program Process Parameters tab, click **New**.
4. Specify the appropriate values for these fields.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:25%">
              <col style="width:75%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55501e309">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d55501e312">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e309 ">Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e312 ">
                  <p>Enter a unique name for the parameter.</p>
                  <p>Don't use special characters and
                    spaces.</p>
                  <div>
                    <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                      <div class="slds-media slds-media_responsive">
                        <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-warning"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_important.png" alt="Important"></span></div>
                        <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Important</span> Don't use the Promotion_ or LoyaltyProgramMbrPromotion_
                          prefixes.</div>
                      </div>
                    </div>
                  </div>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e309 ">Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e312 ">Select the type of value that you want the parameter to store.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e309 ">Data Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e312 ">Select the data type of the value that you want the parameter to store.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e309 ">Use Parameter As</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d55501e312 ">
                  <ul>
                    <li>Input: Select if you want the parameter’s value to be provided from outside the
                      loyalty program process. For example, the value can be provided by an API.</li>

                    <li>Output: Select if you want the parameter’s value to be available for use outside the
                      loyalty program process. For example, the value can be used in a flow.</li>

                  </ul>
                  <p style="margin-bottom:0;">If the Process Type of a parameter’s related loyalty program process is
                    TransactionJournal, the parameter’s value can’t be provided or used by a system or
                    process that's outside the loyalty program process.</p>
                </td>

              </tr>
            </tbody>
          </table>
5. Depending on the type and data type of the parameter, enter these values:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d55501e384-option" id="d55501e388">Value</th><td style="vertical-align:top;" headers="d55501e384-desc d55501e388">Depending on the data type, either store an alphanumeric value, a number, a data, a date and time, or True or False.</td></tr><tr class=""><th style="vertical-align:top;" headers="d55501e384-option" id="d55501e397">Decimal Places</th><td style="vertical-align:top;" headers="d55501e384-desc d55501e397">Specify the maximum number of decimal places until which a formula or variable can store a value.</td></tr><tr class=""><th style="vertical-align:top;" headers="d55501e384-option" id="d55501e406">Formula</th><td style="vertical-align:top;" headers="d55501e384-desc d55501e406">Click <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="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_formula.png" alt="Formula builder icon."></span>, and then enter a formula.</td></tr></tbody></table>
6. Save your changes.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_example.png)

Example

In a program, two parameters are needed. The first parameter type is Constant. You can use this parameter to enter the value of the issued vouchers. The other parameter type is Formula. You can use this parameter to determine the number of points to credit to the member associated with the transaction journal. To ensure that members receive points worth 10% of the transaction amount, enter this formula: {!TransactionJournal.TransactionAmount} \* 0.10.

After you create parameters, use the parameters in your process rules.

![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_warning.png)

Warning After you delete a parameter, you can't undo the change. Ensure that you only delete parameters that aren't used in a rule or a Formula-type parameter that you no longer require.

- **[Create Parameters While Designing Rules](https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup_parameter_inline.htm&release=264.0.0&type=5)**  
    Create parameters while adding conditions and actions to loyalty program process rules on the Rules Builder.