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Create a Formula in Loyalty Program Process
You can use a formula to determine either the value of a parameter, the resource or value of a condition, or an input field of an action.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
When you define a Formula type parameter, a condition, or an action, click
to create a formula.
Use a combination of supported functions, object fields and its related fields, Sobject data type
parameters, and values for your formula.
You can select fields from these objects.
| Object | Context |
|---|---|
| Transaction Journal | Value of the field is determined by the transaction journal that’s being processed. |
| Promotion | Value of the field is determined by the promotion associated with the rule that's processing the transaction journal. Use a formula that contains a Promotion field in only the rules that are associated with promotions. |
| Loyalty Program Member Promotion | Value of the field is determined by the Loyalty Program Member Promotion record that's associated with:
Use a formula that contains a Loyalty Program Member Promotion field in only the rules that are associated with promotions. |
| Use Case | Formula |
|---|---|
| To figure out the 10% of the Transaction Amount field in the Transaction Journal object. | {!TransactionJournal.TransactionAmount} * 0.10 |
| To specify an expiration date that's two months after the activity date for issued vouchers. | ADDMONTHS({!TransactionJournal.ActivityDate}, 2) |
| Verifies whether an existing member has referred a new member | ISNULL({!TransactionJournal.ReferredMemberId}) |
