Loyalty Management Developer Guide
jSummer '26 (API version 67.0)
Spring '26 (API version 66.0)
Winter '26 (API version 65.0)
Summer '25 (API version 64.0)
Spring '25 (API version 63.0)
Winter '25 (API version 62.0)
Summer '24 (API version 61.0)
Spring '24 (API version 60.0)
Winter '24 (API version 59.0)
Summer '23 (API version 58.0)
Spring '23 (API version 57.0)
Winter '23 (API version 56.0)
Summer '22 (API version 55.0)
Spring '22 (API version 54.0)
Winter '22 (API version 53.0)
Summer '21 (API version 52.0)
Spring '21 (API version 51.0)
Coupon Objects in Loyalty Management
AnalyticsDatasetDefinition
BenefitAction
Flow for Loyalty Management
LoyaltyProgramSetup
StandardValueSet Names and Standard Picklist Fields for Loyalty Management
Loyalty Management Metadata API Types
Metadata API enables you to access some types and feature settings that you can
customize in the user interface. For more information about Metadata API and to find a complete
reference of existing metadata types, see
Metadata API Developer
Guide.
-
AnalyticsDatasetDefinition
Represents the datasets used for analytics, such as those in CRM Analytics and Tableau. -
BenefitAction
Represents details of an action that can be triggered automatically for a benefit.This type extends the Metadata metadata type and inherits its fullName field. -
Flow for Loyalty Management
Represents the metadata associated with a flow. Use Flow to create an application that takes users through a series of pages to query and update records in the database. You can also execute logic and provide branching capability based on user input to build dynamic applications. -
LoyaltyProgramSetup
Represents the configuration of a loyalty program process including its parameters and rules. Program processes determine how new transaction journals are processed. When new transaction journals meet the criteria and conditions for a program process, actions that are set up in the process are triggered for the transaction journals. -
Settings
Represents the organization settings to control the update of non-qualifying points balance for members when points are credited. For more information, see Settings.