Loyalty Management Developer Guide

Loyalty Management Standard Objects
Loyalty Management Fields on Standard Objects
Coupon Objects in Loyalty Management
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 an External Client 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
StandardValueSet Names and Standard Picklist Fields for Loyalty Management
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Create an External Client App

Create an external client app for Amazon Web Services (AWS) to connect with the Loyalty Management Receipt Scanner Kit unlocked package. This external client app enables secure OAuth authentication so that the Expense Analysis API runs after the receipts are uploaded and creates transaction journals for the submitted receipts.
Available in: all editions that have Loyalty Management enabled

User Permissions Needed
To create external client apps: Customize Application

AND

Modify All Data OR Manage External Client Apps
  1. From Setup, in the Quick Find box, enter certificate, and then select Certificate and Key Management.
  2. Under Certificates, click Create Self-Signed Certificate.
  3. Enter a label and unique name for the certificate.
  4. Save the new certificate.
  5. Click Download Certificate.
  6. Create an External Client App.
  7. Under OAuth Settings, enable Enable OAuth.
  8. In the Callback URL, enter https://login.salesforce.com/services/oauth2/token/callback.
  9. Select Use digital signatures.
  10. Click Choose file, and upload the certificate that you downloaded.
  11. In the Selected OAuth Scopes section, move the Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access) values to Selected OAuth Scopes.
  12. Save the external client app.
  13. From Setup, in the Quick Find box, enter External Client Apps Manager, and then select External Client Apps Manager.
  14. From the actions list for the external client app, select Edit Policies.
  15. Under OAuth Policies, from the Permitted Users dropdown, select Admin approved users are Pre-authorized as the permitted users.
  16. From Timeout Value, select 24 hours.
  17. Save your changes. After you turn on this option, manage access using profiles and permission sets. Select the profile or permission set that should have access by editing the external client app policies or the OAuth policies.
  18. In the Quick Find box, enter custom, and then select Custom Settings.
  19. For the Manage Authenticate Setting whose namespace prefix is ReceiptScanner, select Manage, and then select New.
  20. Under Manage Authenticate Setting Information, enter these values.
    • Name: Enter Manage Authentication
    • Audience: Based on your environment, enter one of the values: https://test.salesforce.com/ or https://login.salesforce.com/
    • Certificate: Enter the certificate name, without the extension
    • Consumer Key: Enter the consumer key. To get the consumer key, from the App Manager setup, for the Manage Authentication app, select View. Under API (Enable OAuth Settings), click Manage Consumer Details, enter your credentials, and then copy the consumer key.
    • Subscriber: Enter the username of the Salesforce admin.
    • Token Endpoint: Based on your environment, enter one of the values: https://test.salesforce.com/services/oauth2/token or https://login.salesforce.com/services/oauth2/token
  21. Save your changes.