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Describe the variety of points/non-points loyalty programs this system can support. Include client examples of different program types.
Last Updated: January 15, 2026Salesforce’s Loyalty Management supports a points program OR a non points program OR can support multiple programs with or without points on one instance. We have several customers who have created non-points based programs where the program tracks many different things their members are doing via different tracking mechanisms we have out of the box...
Describe the variety of earn mechanisms your platform can support (including but not limited to the ability to earn for transactions/purchases across categories/channels, ability to earn for non-transactional engagement based actions, etc.)
Last Updated: January 15, 2026There are four main experiences that can be configured in Loyalty Management – Points, Benefits, Vouchers, and Promotions. Each of them can relate to transactional or experiential moments in the customer lifecycle. Point earning can occur when a $ transaction happens. Points can also be earned for experiences, like signing up for something new, or...
Can surface the points/benefits experience to the customer in multiple applications outside of Loyalty Management / Salesforce
Last Updated: January 15, 2026Yes, Loyalty Management comes with out of the box to fetch member information across multiple applications and channels – details are availble here.
Please describe the process your system uses to perform customer account deletions as requested through an application, separate from Loyalty Management.
Last Updated: January 15, 2026Salesforce dramatically reduces the effort to integrate with either on-premises applications including Microsoft, Oracle, SAP, or other third-party solutions and external cloud services. One-third of all Salesforce transactions are made possible by system-to-system integration, making it the most trusted and successful enterprise API in the market. Salesforce provides six paths to integration success (many based...
How can your system surface points and benefits experiences to customers across multiple applications outside of the Loyalty Management/Salesforce ecosystem?
Last Updated: January 15, 2026Yes, please refer to help the documentation here.
How does your system ingest and reward customer activities based on both online and offline sources such as applications, call centers, and physical events?
Last Updated: January 15, 2026Creation of cases on behalf of loyalty menbers is fully supported with Salesforce Service Cloud. Loyalty CSRs can adjust points/ change tier/ issue voucher or merge memberships on behalf of a member during an inquiry or dispute. More details are available – here.
What tools does your platform provide for managing promotional codes?
Last Updated: January 15, 2026Can measure a memberÕs engagement with activity or modules
How does your system ensure that member profile data (including profile tiers, point balance across currencies, recent transactions, coupons, etc.) is accessible to Customer Service representatives?
Last Updated: January 15, 2026Yes, Salesfore Loyalty Management supports creation of multiple tier groups and any number of associated tiers within the same program. The Tiers can be created in a certain order to determine the next higher tier when memberships get upgraded. The base tier is automatically assigned when the member is created. It is also possible to...
What features does your platform have that enable Customer Service to create cases or help requests in response to customer-submitted issues?
Last Updated: January 15, 2026Out of the box functionality is available for for service agents. Salesforce Data Cloud allows creation of additional Customer Profile Views – this would be the recommended way to create custom view(s) for Customer Service needs.
Can your loyalty platform support a multi-tiered program that offers members additional benefits based on spend thresholds, enrollments, or paid subscriptions?
Last Updated: January 15, 2026Yes, badges can be created and customised using Badges functionality – here.
