Loyalty Management Developer Guide

Loyalty Management Standard Objects
Loyalty Management Fields on Standard Objects
Coupon Objects in Loyalty Management
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
PDF

Enable Receipt Scanning

Enable receipt scanning in the org where the Loyalty Management Receipt Scanner Kit unlocked package is installed. Members can then use their mobile device to upload receipts and get loyalty points.
Available in: all editions that have Loyalty Management and Receipt Scanning enabled

User Permissions Needed
To create and save Lightning Pages in the Lightning App Builder: Customize Application
To view Lightning Pages in the Lightning App Builder: View Setup and Configuration
  1. From Setup, in the Quick Find box, enter Lightning, and then select Lightning App Builder.
  2. Next to the Receipt Scanning app, click Edit.
  3. From the Setup menu, click Edit Page.
  4. Click Activation.
  5. To change the icon, click Change, and then assign another logo for Receipt Scanning.
  6. Click the Lightning Experience tab, and then click Loyalty Management.
  7. In the Loyalty Management section, drag the Receipt Scanning app based on where you want the app to appear.
  8. Save your changes.
  9. From the App Launcher, enter Receipt, and then select Receipt Scanning.
  10. Under Named Credential, click Assign Named Credential.
  11. Select the named credential that you created for the Loyalty Management Receipt Scanning Kit unlocked package to connect with AWS.
  12. Read and agree to the terms and conditions, and then save your changes.
  13. Turn on Receipt Scanning.
  14. Enter the confidence value at which the receipt is eligible for submission.
  15. To show ineligible items for a member after a receipt is scanned and analyzed, turn on Ineligible Receipt Items.
  16. Under Required Receipt Fields, select the fields that you want to include in a scanned receipt.
    Select the Receipt Number field if you want to uniquely identify each receipt that’s uploaded.
  17. Under Eligible Item Identifier Fields, select the fields that identify the eligible items from a receipt.
  18. Save your changes.

Example

If you select Receipt Number as a required receipt field, the members can upload only the receipts that contain a receipt number. If you select Product Name as an eligible item identifier field, you earn loyalty points only for the items with matching product names in the Products object.