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Control Who Sees What in Loyalty Management
Your Salesforce admin enables Loyalty Management in your org. When enabled, users have edit access to loyalty objects and records. Users can create profiles and assign permissions to access loyalty application as appropriate.
- Loyalty Management Permission Sets
Give users in your org the required access to Loyalty Management features. Use the permission sets provided by Salesforce, or clone the default permission sets to create role-based custom permission sets for the users. - Loyalty Management Permissions
Provide permissions to invocable actions, user interface actions, and connect APIs. Use sharing rules to share and control access of loyalty records for users. - Implement Field-Level Security in Loyalty Management
Field-level security settings let you restrict users’ access to view and edit specific fields.

