LoyaltyProgramProcess | Referral Marketing Developer Guide

When a marketing manager activates a referral promotion, two processes are automatically created for the promotion. One process is used to process transaction journals of the subtype Referral Signup and the process rewards referrals when they sign up. The second process is used to process transaction journals of the subtype Advocate Reward and the process rewards advocates after their referrals complete their first purchase. Both processes aren’t for the marketing manager to view or edit.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field	Details
Description	Type textarea Properties Create, Filter, Nillable, Sort, Update Description The description or the business scenario of the process.
ExecutionType	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort Description Required. Specifies the mode in which you want transaction journals to be processed by the process. Possible values are: `Batch` `BatchAndRealTime` `RealTime` The default value is `RealTime`.
JournalSubTypeId	Type reference Properties Create, Filter, Group, Nillable, Sort Description The ID of the journal subtype associated with the process. The process only processes transaction journals whose journal subtype is the same as the process. This field is a relationship field. Relationship Name JournalSubType Relationship Type Lookup Refers To JournalSubType
JournalTypeId	Type reference Properties Create, Filter, Group, Nillable, Sort Description The ID of the journal type associated with the process. The process only processes transaction journals whose journal type is the same as the process. For Referral Marketing, transaction journals are always associated with the Referral journal type. This field is a relationship field. Relationship Name JournalType Relationship Type Lookup Refers To JournalType
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The most recent date on which a user referenced this record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The most recent date on which a user viewed this record.
LoyaltyProgramId	Type reference Properties Create, Filter, Group, Sort Description Required. The ID of the referral program that the journal type belongs to. This field is a relationship field. Relationship Name LoyaltyProgram Relationship Type Lookup Refers To LoyaltyProgram
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The name of the journal type.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The owner of the record. This field is a polymorphic relationship field. Relationship Name Owner Relationship Type Lookup Refers To Group, User
ProcessType	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort Description Required. The type of process. For Referral Marketing, the process type is always TransactionJournal. Possible values are: `CancelVoucher`—Reserved for internal use and isn't required for B2C or B2B referral programs. Don't use this value to customize or extend your implementation. `CreditPointsToMembers`—Reserved for internal use and isn't required for B2C or B2B referral programs. Don't use this value to customize or extend your implementation. `DebitPointsFromMembers`—Reserved for internal use and isn't required for B2C or B2B referral programs. Don't use this value to customize or extend your implementation. `EnrollInPromotion`—Reserved for internal use and isn't required for B2C or B2B referral programs. Don't use this value to customize or extend your implementation. `GetMemberPromotions`—Reserved for internal use and isn't required for B2C or B2B referral programs. Don't use this value to customize or extend your implementation. `IssueVoucher`—Reserved for internal use. `OptOutPromotion`—Reserved for internal use and isn't required for B2C or B2B referral programs. Don't use this value to customize or extend your implementation. `TierProcessing`—Reserved for internal use and isn't required for B2C or B2B referral programs. Don't use this value to customize or extend your implementation. `TransactionJournal` `UnenrollMember`—Reserved for internal use and isn't required for B2C or B2B referral programs. Don't use this value to customize or extend your implementation. `UpdateMemberDetails`—Reserved for internal use and isn't required for B2C or B2B referral programs. Don't use this value to customize or extend your implementation.
Status	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description Required. The status of the process. Possible values are: `Active` `Draft` `Inactive` The default value is `Draft`.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

LoyaltyProgramProcessHistory: History is available for tracked fields of the object.
LoyaltyProgramProcessOwnerSharingRule: Sharing rules are available for the object.
LoyaltyProgramProcessShare: Sharing is available for the object.