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Loyalty Management
Create a Formula in Loyalty Program Process

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: EnterprisePerformance, Unlimited, and Developer Editions with Loyalty Management

When you define a Formula type parameter, a condition, or an action, click Formula builder icon. 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:

  • The member associated with the transaction journal that’s being processed
  • The promotion associated with the rule that’s processing the transaction journal

Use a formula that contains a Loyalty Program Member Promotion field in only the rules that are associated with promotions.

Note
Note You can’t use the TimeOnly data type attribute when you define the formula.
Example
Example Here are a few example formulas.
Use CaseFormula
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})
 
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