Loyalty Management Developer Guide

Loyalty Management Standard Objects
Loyalty Management Fields on Standard Objects
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
References
PDF

Note: 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.

Create a Named Credential

Connect Amazon Web Services (AWS) with the Loyalty Management Receipt Scanner Kit unlocked package. Make callout requests to AWS from Salesforce after a receipt is uploaded. The AnalyzeExpense API then scans the receipts to analyze and interpret the information from the receipt.
Available in: all editions that have Loyalty Management and Receipt Scanning enabled

User Permissions Needed
To view named credentials: View Setup and Configuration
To create, edit, or delete named credentials: Manage Named Credentials OR Customize Applications
  1. From Setup, in the Quick Find box, enter Named, and then select Named Credentials.
  2. From the dropdown, select New Legacy.
  3. Enter these details:
    • Label: Enter a name for the legacy named credential that’s shown in your org.
    • Name: Enter a unique identifier that’s used to refer to this legacy-named credential from callout definitions and through the API.
    • URL: Enter https://textract.[REGION].amazonaws.com. For example, https://textract.ap-south-1.amazonaws.com/.
  4. Select Named Principal as the identity type.
  5. Select AWS Signature Version 4 as the authentication protocol, and enter these details from the CSV file that’s downloaded from AWS: 
    • AWS Access Key ID: Enter the access key ID. For example, AKIAQO45CVNMD4NEU3VB.
    • Access Secret: Enter the secret access key. For example, 51rC7gCfPF+Rff8GWxZnjBw++ACT3ESm5BYwH+jS
    • AWS Region: Enter the region that you selected in AWS. For example, ap-south-1.
    • AWS Service: Enter textract as the AWS service.
  6. Save your changes.