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.
Considerations Before You Upload a Receipt
Members can upload receipts of products purchased at third-party stores, and get rewards
for eligible purchases.
| The Loyalty Management mobile app is available in: all editions that have Loyalty Management and Receipt Scanning enabled |
To ensure the receipt upload and scan process is seamless, check these conditions before you upload a scanned receipt.
- The receipt is legible, and not torn or rumpled.
- The size of the receipt file is less than 5 MB.
- The receipt is valid and accurate, and contains this data:
- purchase date
- receipt number
- store name and address,
- product information
- quantity purchased
- price of a unit
- total price
- any other information that’s mandatory to process the receipt.
- The receipt isn’t duplicated.
- The receipt’s date format matches the store’s date format that’s specified in the Accepted
Date Format custom metadata type.
The custom metadata type supports theese date formats:
- mm-dd-yyyy
- dd-mm-yyyy
- yyyy-mm-dd
- mm.dd.yyyy
- dd.mm.yyyy
- yyyy.mm.dd
- mm/dd/yyyy
- dd/mm/yyyy
- yyyy/mm/dd