Loyalty Management Developer Guide

Loyalty Management Standard Objects
Loyalty Management Fields on Standard Objects
Loyalty Management Associated Objects
Apex Reference
Loyalty Management Business APIs
Loyalty Management Standard Invocable Actions
Loyalty Management Custom Invocable Actions
Loyalty Management Metadata API Types
Loyalty Management Tooling API Objects
Loyalty Management Mobile SDK
What to Expect from Loyalty Management Mobile SDK
Supported Versions of Tools and Components
Supported DateTime Format
Getting Started with Loyalty Management Mobile SDK
Loyalty Management Mobile SDK for iOS Development
Loyalty Management Mobile SDK for Android Development
Loyalty Management Sample App for Mobile SDK
Receipt Scanning with Loyalty Management Mobile SDK
How Receipt Scanning Works
Loyalty Management Receipt Scanner Kit Unlocked Package
Set Up Amazon Web Services
Set Up Salesforce Org With Loyalty Management Receipt Scanner Kit Unlocked Package
Install the Loyalty Management Receipt Scanner Kit Unlocked Package
Assign Permission Set to Existing Users
Assign Permission Set for Members to Access Receipt Scanner
Create a Named Credential
Create a Connected App
Add a Loyalty Program Name
Add API Endpoint Details in Custom Setting
Create a Remote Site Setting
Enable Receipt Scanning
Receipt Scan and Upload on iOS and Android
Loyalty Management Mobile SDK and Sample App Support
Upgrade Loyalty Management Mobile SDK for iOS
Gamification Mobile SDK
Data Processing Engine, Batch Management, and Monitor Workflow Services
Decision Table
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Install the Loyalty Management Receipt Scanner Kit Unlocked Package

Install the Loyalty Management Receipt Scanner Kit unlocked package in the org that contains the loyalty program for members to upload their purchase receipts by using the Loyalty Management mobile app.
Available in: all editions that have Loyalty Management and Receipt Scanning enabled

  1. From your loyalty org, click Loyalty Management Receipt Scanner Kit Unlocked Package.
  2. Enter your Salesforce credentials.
  3. Select the audience for your package.
  4. Click Install.
After the unlocked package is installed, the Receipt Scanning permission set is automatically assigned to the Experience Cloud users’ of new loyalty program members and Apex classes are automatically run when members upload a receipt. Members can now use the Loyalty Management app on their mobile devices to submit receipts and earn loyalty points.

For existing loyalty program members, you’ve to manually assign the Receipt Scanning permission set to the members’ Experience Cloud users.