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Prepare to Install Loyalty Management Mobile SDK

Prepare your org before you install Loyalty Management Mobile SDK.
Available in: all editions that have Loyalty Management enabled

User Permissions Needed
To enable digital experiences: Customize Application
To read, create, update, or delete connected apps: Customize Application

AND

Modify All Data

OR

Manage Connected Apps

To create a loyalty program process: Loyalty Management
  1. Get a Salesforce Developer Edition organization that has Loyalty Management enabled.
  2. To use another program, modify the program name in the Loyalty Management Mobile SDK configuration file.
  3. Create an Experience Cloud site user profile for your loyalty program. See Create Community User Profile.
  4. Create a connected app and enable an external application to integrate with Salesforce by using APIs and standard protocols.
  5. Create and activate loyalty program processes and process rules for GetMemberPromotions, EnrollInPromotion, and OptOutFromPromotion APIs. See Create Loyalty Program Processes by Using Promotion Setup.
  6. Access the Loyalty Management Mobile SDK API References for iOS and Loyalty Management Mobile SDK API References for Android.
  7. Review iOS and Android Native requirements, see Development Prerequisites for iOS and Android.
  8. Install the required iOS and Android software. See iOS Basic Requirements and Native Android Requirements.
  9. To set up the Loyalty Management Sample App for Mobile SDK in Android Studio, see Setting Up Sample Projects in Android Studio.