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
            Identity Verification

            You are here:

            1. Salesforce Help
            2. Docs
            3. Loyalty Management

            Identity Verification

            Customer service representatives verify the identity of loyalty program members or authorized member representatives by using the prebuilt Verify Customer Identity or the Verify Identity of Loyalty Program Member flows. The Verify Identity of Loyalty Program Member flow is a customized flow that’s provided by Loyalty Management. You can also create custom flows in Flow Builder by using the Verify Customer Identity Flow template.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions
            Available in: Orgs that have the B2C - Loyalty Management Plus or the Loyalty Management - Advanced license enabled

            You can verify the identity of a loyalty program member or an authorized representative for engagements initiated through OpenCTI and Omni-Channel. Customer service representatives can access the verification flow from an Engagement Interaction or a Voice Call record page. Add the flow to the Engagement Interaction and to the Voice Call record pages in Lightning App Builder.

            Verify Identity of Loyalty Program Member

            Here are the pages in Flow Builder that are customized for Loyalty Management:

            In the Verify Identity of Loyalty Program Member flow, the page where the reason for engagement is specified:

            Reasons for Engagement Interaction

            In the Verify Identity of Loyalty Program Member flow, the participant type is specified:

            Participant Type

            In the Verify Identity of Loyalty Program Member flow, search for a loyalty program member:

            Search for Loyalty Program Member

            In the Verify Identity of Loyalty Program Member flow, search for a loyalty program member:

            Search Results

            In the Verify Identity of Loyalty Program Member flow, the required and optional attributes for verification information for the loyalty program member:

            Verification information Fields
             
            Loading
            Salesforce Help | Article