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
Prepare to Install Loyalty Management Mobile SDK
Create an External Client App to Integrate with Loyalty Management
Prepare Experience Cloud Users for 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
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.

Prepare to Install Loyalty Management Mobile SDK

Prepare your org before you install Loyalty Management Mobile SDK. Before you install Loyalty Management Mobile SDK, ensure you have a Salesforce org that has Loyalty Management and Experience Cloud enabled.
Available in: all editions that have Loyalty Management enabled

User Permissions Needed
To enable experience cloud: Customize Application
To read, create, update, or delete connected apps: Customize Application

AND

Modify All Data

OR

Manage Connected Apps
To create a loyalty program process: Loyalty Management
  1. Get a Salesforce Developer Edition organization that has Loyalty Management enabled.
  2. To use another program, modify the program name in the Loyalty Management Mobile SDK configuration file.
  3. Create an Experience Cloud site user profile for your loyalty program. See Create Community User Profile.
  4. Create a connected app and enable an external application to integrate with Salesforce by using APIs and standard protocols.
  5. Create and activate loyalty program processes and process rules for GetMemberPromotions, EnrollInPromotion, and OptOutFromPromotion APIs. See Create Loyalty Program Processes by Using Promotion Setup.
  6. Access the Loyalty Management Mobile SDK API References for iOS and Loyalty Management Mobile SDK API References for Android.
  7. Review iOS and Android Native requirements, see Development Prerequisites for iOS and Android.
  8. Install the required iOS and Android software. See iOS Basic Requirements and Native Android Requirements.
  9. To set up the Loyalty Management Sample App for Mobile SDK in Android Studio, see Setting Up Sample Projects in Android Studio.