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Ability to scale and have separation of data, programs, rewards and point structures for different regions (US, EU, APAC and by country or state / province)
Last Updated: January 15, 2026Our Loyalty Management solution excels in handling multi-program implementations with ease. It is engineered to accommodate multi-tier structures and support multiple currencies, providing the flexibility necessary to meet diverse regional requirements.
Does your solution provide an API that supports account creation and management capabilities? If so, please detail the functionalities available through the API for managing accounts.
Last Updated: January 15, 2026Yes. Salesforce Loyalty Management is equipped with a robust suite of business APIs designed to streamline account creation and management processes, ensuring seamless integration and operational efficiency.
Describe how the system can maintain the individual loyalty member’s acceptance of program’s Terms and Conditions. Please include how it handles versioning of T&C’s wand tracking which version a member has accepted?
Last Updated: January 15, 2026Salesforces Loyalty Management enables the configuration of Terms & Conditions at the Loyalty Program Level. We also support this at the Promotion level, each promotion has T&C’s also. If a more robust, Multi Versioning T&C’s capability is required, SF Loyalty Management can utilize the Contract Life Cycle capabilities to facilitate this requirement.
Can you describe your API’s capabilities in terms of ensuring quick and accurate responses? Please provide details on the average response time and accuracy rate, as well as any measures in place to maintain these performance standards.
Last Updated: January 15, 2026Please view our Trust User Guide.
Explain how program elements (earning mechanisms, always on benefits, rewards catalog) can be configured at the global, country, city, state and store level. How can points economy be tailored to different currencies?.
Last Updated: January 15, 2026Using global promotion management, admins can create criteria to define programs at the global, country, state, store level. Loyalty Program Currencies refer to qualifying and non-qualifying currencies associated with the program. Qualifying currency refers to the engagement of a member with the program and is associated with a tier group. Qualifying currency is used for...
Does the platform allow members carry a negative points balance? (This is relevant for returns.)
Last Updated: January 15, 2026No. There is no negative point balance in Salesforce Loyalty Management. Escrow accounts can be used to hold points/rewards in the event of a return of a qualifying purchase.
Can user interface/experience be modified based on locale? (e.g. Tier Status more important than point value in Asia; may not be the same in NA/EMEA) How is language translation managed?
Last Updated: January 15, 2026Yes. The platform expeierence can be modified to fit the specific needs of the programs in set regions. This would be done at the regions loyatly program level. Language is translated based on the locale set in the admin tools.
Explain gamification mechanics that your system supports
Last Updated: January 15, 2026Program managers can create games such as spin the wheel and scratchcard, and decide the rewards that customers receive after they play the games. We also support the concept of challenges or gamified promotions that involve reward customers based on one or more activities.
Explain how the system support a defined set of participating locations. Explain how a marketer maintain the list of participating locations.3.
Last Updated: January 15, 2026Utilizing our Decision Table capabilities we can define a set of participating locations and the administration of this Decision Table can be done with manual entry by and admin level person or a file upload. The engin then can utilize this list on when to hand out an award or not.
Explain how badging can be configured in the system. How can an admin define a logic for badges? (E.g., user buying X number of item Y, or total value of purchases exceeding $ X, working out X amount)
Last Updated: January 15, 2026Create Loyalty Program Badge records to define badges to assign to members based on your program requirements. For example, you can create badges for each of the tiers in your loyalty program or to recognize the top contributors on the program’s community. You can assign badges to recognize member milestones or other specific activities
