Loyalty Management Developer Guide

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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
Receipt Scan and Upload on iOS and Android
Considerations Before You Upload a Receipt
Upload and Submit a Receipt
What Happens When Members Upload Receipts
What Happens When Members Submit Receipts
What Happens When Members Submit Receipts for Manual Review
View Submitted Receipts
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
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What Happens When Members Submit Receipts for Manual Review

If the eligible items of a receipt don’t show all items or if there’s an incorrect evaluation of loyalty points for the receipt, members can submit the receipt for a manual review.
The Loyalty Management mobile app is available in: all editions that have Loyalty Management and Receipt Scanning enabled

Here’s what happens when the receipt is submitted for manual review.

  • The ReceiptStatusUpdate Apex class runs the Receipt Status Updation API, to update the status of the receipt to Manual Review.
  • The ReceiptUpdateTrigger updates the receipt record.

To view the receipt in the Loyalty Management app, loyalty program managers go to the App Launcher, and find and select Receipts. After the admin or loyalty program manager manually completes the review, the Receipts screen on the mobile app shows the status of the receipt. If the receipt is manually approved, the member gets loyalty points for the eligible items.

Admins can also add the Receipts related list on the Loyalty Program Member record. This allows program managers to review all the receipts that are pending review for a loyalty program member.

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