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For promotions with codes and external partner promotions with limited available, what type of alerting would be available for an admin to indicate a need to replenish or if a reward is expiring and needing action by the admin
Last Updated: January 15, 2026The number of rewards either internal or external is set during the loyalty program setup. As rewards are issued and thresholds are reached, automated workflows can be enabled to notiy admins directly in the platform or send notifications to external systems to let admins know to take action
Explain how the system manages the inventory/utilization tracking/ attribution & redemption of different rewards types including (owned & 3rd party)
Last Updated: January 15, 2026Customer rewards are defined and managed at the program level. Loyalty Management allows you to define numerous different reward types, while inventory, attribution, tracking and redemption are can be viewed in the transaction journal for that specific loyalty program.
Explain how the loyalty platform previews & enables a pre-defined set of reward options when a customer earns a milestone; also if they want to bank milestones for the futures
Last Updated: January 15, 2026Salesforce Loyalty Management enables static benefits (automaticly issued awards, no options) and benefit options (a set of benefit options that the member can select 1 or 2 from depending on the rules) when a loyalty member achieves a specific milestone. Bankable milestones can be issued as a single use voucher or a multi-use voucher
Explain how admins should be able to manage the rewards catalog and set redemption limits and program expiry rules
Last Updated: January 15, 2026When setting up a loyalty program thresholds can be set in the program rules to define points requried to achieve the next tier or reward or associated sku’s. Rewards of any type can be capped at a desired amount to ensure/manage frequency of redemption or accrued to reach a milestone reward. Admins can configure rules...
Explain how your system integrates with and/or generates digital barcodes, QR codes, and dynamic codes for offers.
Last Updated: January 15, 2026The IOS/Android mobile SDK available in Salesforce Loyalty Management allows admins to generate/manage barcodes, QR codes, and dynamic offers
Explain how admins can set up and manage charitable donations as a reward type… – donating $$ to a partner organization
Last Updated: January 15, 2026Salesforce support integrations to various charitable organizations as a redemption or reward option via partner apps that have all of these plugins established. This means customers can easily have members fulfilling rewards to charity organizations of their choice based on the organization the customer wishes to make available.
Explain the variety of points expiration options available in your platform.
Last Updated: January 15, 2026Loyalty Management supports qualifying points and non-qualifying points as currency options that you can incorporate into your program structure. Qualifying points measure a member’s level of engagement in a loyalty program and help assess a member’s tier for upgrade or downgrade. Non-qualifying points are points that members earn for their loyalty program-related activities, which they...
Explain how admins can manage different reward types in the rewards catalog.
Last Updated: January 15, 2026Multiple programs are supported, multiple campaigns, different reward types (benefits, promotions, vouchers, etc.) etc. The reward types can be based off any data type and include very complex logic, calculated on purchase requirements, customer data points, or any other data customers wish to incorporate into reward logic. Loyalty Management enables you to configure several types...
Explain how the platform supports the adjustment of points due to things like a customer returning the product purchased and the purchase allowed them to reach a milestone or unlock a reward.
Last Updated: January 15, 2026Salesforce Loyalty Management has an out of the box “Reverse Transaction” process to claw back the points that were given out should a purchased product is returned. If the original points had been added to the escrow, these point are removed from there. If escrow is not being used, the points will be removed thier...
Explain how admins can configure rules to cap earning at the account level, as well as in specific areas or activities. Explain how these rules can be configured (for example: with time bounds or based on the number of times an activity is completed)
Last Updated: January 15, 2026Loyalty management can cap earning at the account level by configuring processes to track the overall balance at the master level of a member in one program. Alternatively, programs can be defined to include tier groups or engagement tracking with different earning caps, and processes configured. In addition, Loyalty management programs can apply time bounds...
