You can wait for a period before you credit points to members after they complete a
transaction. You can also specify the number of days that you want to hold members' points in
escrow and automatically release the points after the escrow period ends. Qualifying and
nonqualifying points can be held in escrow.
Required Editions
Available in: Lightning Experience in Enterprise, Performance,
Unlimited, and Developer Editions
Available in: Orgs that have the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty,
Loyalty Management - Growth, or Loyalty Management - Advanced license enabled
Example You can keep points in escrow until the return period for transactions end.
Understand How Escrow Points Work Before you escrow members’ points, find out more about the workflows that configure escrows for currencies and automate the process of releasing points to members' balances. Also, learn about how points are kept in escrow and correctly rolled over to the members' points balances.
Override the Escrow Date for Transactions You can ignore or reduce the escrow period for transactions if necessary. For example, you can choose to override the escrow period for specific products or services.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.