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Enroll In Promotion Process Template — Unsupported Additional Loyalty Action Rules

Fecha de publicación: Apr 28, 2026
Descripción
Salesforce Loyalty Management provides an out-of-the-box (OOB) process template called Enroll In Promotion, which can be used to enroll loyalty program members in promotions — particularly from external systems via the Connect API.

When creating a process from this template, the following steps are performed:
  • A loyalty program process is created containing a rule named Enroll in Promotions
  • The process also contains parameters used in that rule


The Salesforce documentation states:
"You can update the Enroll in Promotion rule step based on your requirements or create additional rules for the process."


This statement can be misleading. While it suggests that additional rules can be created, it does not clarify that certain loyalty actions — specifically Credit Points and Debit Points — are not supported within this process template. Customers who add such actions as additional rules encounter errors when the process is invoked.

Solución
The Enroll In Promotion process template does not support loyalty actions such as Credit Points or Debit Points as additional rules.
If your use case requires these actions alongside promotion enrollment, use one of the following supported alternatives:
  1. Flows — Build a Flow that handles the Enroll In Promotion logic along with the required Credit/Debit loyalty actions.
  2. Apex — Use Apex to invoke both the enrollment and the necessary loyalty actions.
Note: Do not add Credit Points, Debit Points, or other unsupported loyalty action rules directly to the Enroll In Promotion OOB process template — these are not supported and will result in errors upon invocation.
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