Data Processing Engine Definitions for Loyalty Management
Loyalty App provides out-of-the-box templates that can process high-volume jobs. These
templates help calculate the point balance, reset qualifying points, and expire points for your
loyalty program members. The out-of-the-box job templates are enabled through Data Processing
Engine.
Required Editions
Available in: Lightning Experience in Enterprise, Performance,
Developer, and Unlimited Editions that have Loyalty Management
enabled
What is DPE?
Orchestrate large-scale data transformations and write results back to Salesforce as new or
updated records without custom code. Use Data Processing Engine definitions to unify data
from diverse sources and apply complex logic—such as joins, filters, and formulas—through an
intuitive, zero-code interface.
Automate high-volume transformations by running definitions as part of a business process
from flows, from external systems using REST API, or by directly from the Data Processing
Engine builder. Use Monitor Workflow Services to track definition runs, analyze results, and
troubleshoot issues.
To suit your business needs, customize existing definitions or create your own.
Point Balance Calculation The point balance calculation job calculates and updates a member’s point balance by aggregating the points for all qualifying and non-qualifying currencies credited to the member since the job was last run.
Point Expiration Calculation The point expiration calculation job quantifies and expires non-qualifying points for members based on the expiration date on the ledger or the member’s last activity date.
Roll Over Escrow Points to Members The Roll Over Escrow Points to Members template definition automates the process of moving members' points in escrow to the members' points balance. This definition rolls over the points for all the currencies associated with a loyalty program.
Reset Qualifying Points The Reset Qualifying Points job calculates and resets qualifying points balance to zero for members based on the tier model.
Create Partner Ledgers and Update Partner Balances The Create Partner Ledgers and Update Partner Balances job calculates and updates partner points for prepaid billing or balance amount for postpaid billing. The definition also creates credit and debit ledgers for partners.
Clone the Template Data Processing Engine Definitions Loyalty Management provides a set of template Data Processing Engine definitions that can be used to automate processes for your loyalty program. Admins can clone these templates and customize them based on your loyalty program’s requirements. After the cloned definition is modified and activated, it’s available in the Flow Builder as an action. Use the action to run the definition at your required frequency.
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