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            Run Loyalty Program Processes by Using a Flow Action

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            Run Loyalty Program Processes by Using a Flow Action

            Loyalty program processes can be created for various transactional, nontransactional, and tier-processing tasks in loyalty management. Processes are run based on defined parameters and rules. After you activate a process and the process's rules, you can find the processes in the Flow Builder actions in the Loyalty category.

            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
            1. From Setup, in the Quick Find box, search for Flows, and then select Flows.
            2. Click New Flow.
            3. Select a flow type, and then click Next.
            4. Select a layout, and then click Next.
            5. Click +.
            6. Select Action.
            7. In the Category section, select Loyalty.
            8. Search for and select the loyalty program process name in the Actions list.
            9. Enter a name and API name for the action.
            10. Specify the input values. Input values vary for loyalty program process types.
            11. Click Done.
            12. Save your changes, and then activate the flow.

              If you process a high volume of records in batches, use Batch Management jobs to ensure that records are processed in manageable chunks.

             
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