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            Define Activities That Extend Activity-Based Points Validity

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            Define Activities That Extend Activity-Based Points Validity

            Define the activities that update members’ last activity date to extend the expiration date of activity-based, redeemable points. Then, clone and use the Data Processing Engine template, Identify and Update Activity Dates for Loyalty Program Members, to update the last activity date of loyalty program members.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management
            User Permissions Needed
            To create Eligible Journal Types for Activity-Based Expiration records: Loyalty Management
            Note
            Note If you don’t define activities that extend the expiration, then Loyalty Management doesn’t update the last activity date. Define your own logic to update the last activity date.
            1. From the App Launcher, find and select Loyalty Programs.
            2. Open a loyalty program.
            3. In the Eligible Journal Types for Activity-Based Expiration related list, click New.
            4. Enter the details, including journal type and subtype.
            5. Save your changes.

            A Loyalty Program Journal Type record is created.

            To update the last and previous activity dates of loyalty program members, create a Data Processing Engine definition by cloning the Identify and Update Activity Dates for Loyalty Program Members template. Then, schedule the definition to run periodically based on your business needs.

            When the definition runs, it uses transaction journals and the Loyalty Program Journal Type records to update last and previous activity dates for program members.

            Examples of Activities That Extend Activity-Based Points Validity

            Here's an example of how to extend activity-based point expiration for specific accrual activities and how the system updates member activity dates.

            Use Case

            The Cloud Kicks Inner Circle loyalty program uses the Member Points currency with the activity-based expiration model. The loyalty program manager wants only accrual activities with the Purchase and Member Referral journal subtypes to extend the points expiration date. Let’s see how they configure Loyalty Management.

            Configuration

            Create two Loyalty Program Journal Type records.

            Name Loyalty Program Journal Type Journal Subtype
            Purchases Cloud Kicks Inner Circle Accrual Purchase
            Member Referrals Cloud Kicks Inner Circle Accrual Member Referral

            Clone the Identify and Update Activity Dates for Loyalty Program Members template to create a definition. Then, schedule the definition to run at the end of each day.

            Scenario

            Let’s see how the activity dates for a loyalty program member, Mary, change as she performs transactions.

            Here are the values in the activity date fields in the Loyalty Program Member record.

            • Last Activity Date: 1/1/2026
            • Previous Activity Date: null

            How Eligible Activities Are Processed

            Mary purchases a pair of shoes and redeems points. So, two transaction journals are created.

            Name Activity Date Journal Type Journal Subtype
            TJ_4001 4/13/2026 Accrual Purchase
            TJ_4002 4/13/2026 Redemption —

            Because an eligible transaction journal with the Accrual type and the Purchase journal subtype is created, the definition run updates the activity dates.

            • The member’s last activity date is set as the member’s previous activity date.
            • The current date is set as the member’s last activity date.

            Here are the updated values in the member record.

            • Last Activity Date: 4/13/2026
            • Previous Activity Date: 1/1/2026

            How Ineligible Activities Are Processed

            Mary shares a post on Social media to accrue points and redeems points to get charms for her shoes. So, two transaction journals are created.

            Name Activity Date Journal Type Journal Subtype
            TJ_4003 4/14/2026 Accrual —
            TJ_4004 4/14/2026 Redemption —

            Because none of these transaction journals match the eligibility criteria, the activity dates remain the same.

            How Imported Records Are Processed

            The admin imports data from a legacy system to Salesforce. Here are the imported transaction journals for Mary.

            Name Activity Date Journal Type Journal Subtype
            TJ_4005 4/15/2021 Accrual Member Referral
            TJ_4006 4/15/2021 Accrual Purchase

            Though the transaction journals meet the eligibility criteria, the activity dates aren’t updated because the dates in the journals are before the current activity dates.

             
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