Loyalty Management Developer Guide
jNote: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Assign Permission Set for Members to Access Receipt Scanner
For your members to access the Receipt Scanner feature on their mobile devices, assign
the Receipt Scanning permission set to the Experience Cloud users. Assign permission set to the
members to ensure that Apex classes are automatically run when members upload a receipt. After you
assign the permission set, modify the Receipts object to provide read and edit
permissions.
| Available in: all editions that have Loyalty Management and Receipt Scanning enabled |
| User Permissions Needed | |
|---|---|
| To assign a permission set: | Assign Permission Sets |
| To assign a permission set license: | Manage Users |
- From Setup, in the Quick Find box, enter User, and then select Users.
- Select the user record of the Loyalty Customer Community User.
- Click .
- Move the Receipt Scanning permission set to the Enabled Permission Sets list.
- Save your changes.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Click Receipt Scanning.
- Click Object Settings.
- From the object settings, click Receipts, and then click Edit.
- For the ReceiptScanner__ReceiptID__c field, select the Read and Edit permissions.
- Save your changes.