Loyalty program processes can be created for various transactional, nontransactional,
and tier-processing tasks in loyalty management. Processes are run based on defined parameters and
rules. After you activate a process and the process's rules, you can find the processes in the
Flow Builder actions in the Loyalty category.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Loyalty Management - Growth or Loyalty Management -
Advanced
|
| User Permissions Needed |
| To create a flow: |
Manage Flows |
| To access Loyalty Management actions in Flows: |
Loyalty Management |
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From Setup, in the Quick Find box, search for Flows, and then select
Flows.
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Click New Flow.
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Select a flow type, and then click Next.
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Select a layout, and then click Next.
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Click +.
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Select Action.
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In the Category section, select Loyalty.
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Search for and select the loyalty program process name in the Actions list.
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Enter a name and API name for the action.
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Specify the input values. Input values vary for loyalty program process types.
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Click Done.
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Save your changes, and then activate the flow.
If you process a high volume of records in batches, use Batch Management jobs to ensure that
records are processed in manageable chunks.
