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Loyalty Management
Enable Processes and Rules to Inherit Status in Target Orgs

Enable Processes and Rules to Inherit Status in Target Orgs

Deploy loyalty program processes and their rules in the same status as defined in the LoyaltyProgramSetup metadata type. This means that if a process and its rules are active in the source org, they are in active status in the target org. Transferring processes and rules between orgs in their original status reduces post-deployment effort.

Required Editions

Available in: Lightning Experience
Available in: EnterprisePerformance, Unlimited, and Developer Editions with Loyalty Management
User Permissions Needed
To ensure processes and rules inherit status in target orgs:
  • System Administrator
  • Loyalty Management

In the target org where you want to deploy processes and rules, turn on the Inherit Process and Rule Status in Target Orgs after Deployment.

  1. From Setup, in the Quick Find box, enter Loyalty Management, and then select Loyalty Management Settings.
  2. Turn on Inherit Process and Rule Status in Target Orgs after Deployment.

To deploy rules associated with promotions, make sure that the status of the promotion and its associated rules match.

 
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