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Loyalty Management: Partner Community users cannot see Transaction Journals or use Adjust Points in Experience Cloud

Publish Date: May 27, 2026
Description

This article explains why Partner Community and Customer Community Plus users in a Salesforce Loyalty Management org cannot view Transaction Journal [TransactionJournal] records in Experience Cloud and why standard loyalty actions fail for these users. Customers describe this as: "A Partner Community user cannot see transaction journal records, it has all permission" and "I have granted the loyalty management permission set to the Partner Community profile but when I click on the standard Adjust Points button I receive the error: 'We couldn't retrieve the list of adjustment categories. Try again or ask your Salesforce admin for help.'"

Internal users with the same Loyalty Program Member [LoyaltyProgramMember] record can see the same Transaction Journals without issue. The behavior occurs because Experience Cloud users run in their own security context and require explicit object permissions, field-level security, sharing access, and Apex class access on top of the Loyalty Management permission set.

This affects orgs on Enterprise, Unlimited, and Developer Editions using the Partner Community, Partner Community Login, Customer Community Plus, or Customer Community Plus Login licenses with Loyalty Management installed.

Resolution

Apply the following configuration to the affected community profile or a permission set assigned to the external user.

Cause 1: Missing object permissions and field-level security for Loyalty objects

  1. Navigate to Setup > Users > Permission Sets and open the permission set assigned to the Partner Community user (or clone the Loyalty Management permission set into a Partner-Community-compatible permission set).
  2. Click Object Settings and grant at minimum Read access (Read/Create/Edit where the user must adjust points or create journals) on: Loyalty Program Member [LoyaltyProgramMember], Transaction Journal [TransactionJournal], Loyalty Ledger [LoyaltyLedger], Journal Type [JournalType], Journal Sub Type [JournalSubType], Loyalty Program Currency [LoyaltyProgramCurrency], and Loyalty Program [LoyaltyProgram].
  3. For each object above, set Field-Level Security to Visible for every field used by the Adjust Points action and the Transaction Journal screen flow, including Journal Type [JournalTypeId], Journal Sub Type [JournalSubTypeId], Activity Date [ActivityDate], Loyalty Program Member [LoyaltyProgramMemberId], and the points fields on Transaction Journal Ledger.
  4. Save the permission set.

 

Cause 2: Missing Apex class access for standard loyalty actions and PointsInput

  1. Navigate to Setup > Users > Permission Sets > [Permission Set] > Apex Class Access > Edit.
  2. Add the LoyaltyManagement.PointsInput class and any custom Apex classes invoked by your pay-by-points or Adjust Points screen flow to Enabled Apex Classes.
  3. Save your changes. Without this access the Adjust Points action returns "We couldn't retrieve the list of adjustment categories."

 

Cause 3: Missing record sharing for the external user

  1. Navigate to Setup > Security > Sharing Settings.
  2. Confirm the org-wide default for Loyalty Program Member [LoyaltyProgramMember] and Transaction Journal [TransactionJournal] is Private or Public Read Only.
  3. Click New under Sharing Rules for Loyalty Program Member and create a criteria-based or owner-based sharing rule that shares the relevant Loyalty Program Member records with the Partner Community user's role or public group, with Access Level set to Read/Write.
  4. Repeat step 3 for Transaction Journal [TransactionJournal] so that journals related to the shared members are visible.
  5. If the user is associated through a Contact, also configure a sharing set under Setup > Digital Experiences > All Sites > [Site] > Workspaces > Administration > Sharing Sets that maps User = Contact to Target Loyalty Program Member = Related Contact with Access Level Read/Write.

 

Cause 4: Permission Set License and site membership

  1. Navigate to Setup > Users > Users > [Partner User] > Permission Set License Assignments > Edit Assignments and enable the Loyalty Management Psl license.
  2. Navigate to Setup > Digital Experiences > All Sites > [Site] > Workspaces > Administration > Members and confirm the Partner Community profile and the loyalty permission set are both in the Selected lists.
  3. To use the Loyalty Member Profile widget on the site, also enable the Omnistudio Runtime for Communities permission set license on the user; the standard Loyalty Member Profile Lightning component is not exposed to community users and the Member Engagement Widget template must be used instead.

 

Confirm the issue is resolved by logging in as the Partner Community user via Setup > Users > [User] > Login, opening the Loyalty Program Member record in the Experience Cloud site, verifying the Transaction Journal related list shows the same records visible in internal Salesforce, clicking Adjust Points and confirming the adjustment category picklist loads, and submitting a test pay-by-points screen flow to confirm a new Transaction Journal record is created and processed.

Knowledge Article Number

005385157

 
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