Loading
Loyalty Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Transfer Member Points to Groups

            You are here:

            1. Salesforce Help
            2. Docs
            3. Loyalty Management

            Transfer Member Points to Groups

            If the Transfer Points to Member Group Automatically setting is turned on, the points are transferred automatically. If the setting is turned off, use the Transfer Member Points to Groups action to transfer members' redeemable points to their associated groups.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced
            User Permissions Needed
            To create a flow: Manage Flows
            To access Loyalty Management actions in Flows: Loyalty Management

            The Transfer Member Points to Group action transfers points earned by a member for a specific transaction to a group. The action can process only those transaction journals that:

            • Are of the Accrual type
            • Have already credited the points to members
            • Have the status as Processed

            When traceability is enabled, you can transfer points manually from a member only if there are no pending trace records for that currency. To learn how to process pending trace records, see Set Up Traceability.

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Select a flow type, and then click Next.
            4. Select a layout.
            5. Click +.
            6. Select Action.
            7. In the Category section, select Loyalty.
            8. Search for and select the Transfer Member Points to Groups action.
            9. Provide a name and an API name for the action.
            10. Add relevant details in the Journal ID field.
              • Enter the ID of an Accrual type Transaction Journal record with the status as Processed.
              • Use a resource to provide the ID of an Accrual type Transaction Journal record with the status as Processed.
              Note
              Note

              Use the Accrual type Transaction Journal record only once.

            11. Click Done.
            12. Save your changes, and then activate the flow.

            To know more about how the action debits points from a member's point balance and credits points to the member's groups, see Learn How a Group's Point Balances Are Managed.

             
            Loading
            Salesforce Help | Article