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
Prepare to Install Loyalty Management Mobile SDK
Create a Connected App to Integrate with Loyalty Management
Prepare Experience Cloud Users for Loyalty Management Mobile SDK
Supported Standard Objects for Experience Cloud Site User Setup
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
PDF

Prepare Experience Cloud Users for Loyalty Management Mobile SDK

Prepare your Experience Cloud user before you install Loyalty Management Mobile SDK. To register or log in to the sample app for Loyalty Management Mobile SDK, it’s recommended that you set up Experience Cloud for your loyalty program member profile.
Available in: all editions that have Loyalty Management enabled

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

AND

Modify All Data

OR

Manage Connected Apps
To create, edit, and delete profiles: Manage Profiles

AND

Permission Sets

Create a connected app and an Experience Cloud site user for your loyalty program.

  1. Enable your Experience Cloud site user to access the connected app.
    1. From Setup, in the Quick Find box, enter manage connected, and then select Manage Connected Apps.
    2. Click the connected app that you created, and then click Manage Profiles.
    3. Select your Experience Cloud site user profile.
    4. Save your changes.
  2. Enable the person account record type to the Experience Cloud site user profile.
    1. From Setup, click Users | Profiles.
    2. Click your Experience Cloud site user profile.
    3. In Record Type Settings, find the Accounts entity, and click Edit.
    4. Move the Person Account record type from Available Record Types to Selected Record Types.
    5. Save your changes.
  3. Create Loyalty Program Processes for the GetMemberPromotions, EnrollInPromotion, and OptOutFromPromotion APIs.
  4. Provide the Experience Cloud site user the permission to join or to opt out of promotions from the Experience Cloud site.
    1. From Setup, in the Quick Find box, enter Loyalty Management, and then select Loyalty Management Settings.
    2. Turn on Customers and Members Join and Opt Out from Experience Cloud Site.
  5. Enable API access for Experience Cloud users.
    1. From Setup, click Users | Profiles.
    2. Click your Experience Cloud site user profile.
    3. Under Administrative Permissions, select API Enabled.
    4. Save your changes.
  6. Add permissions for Salesforce Objects.
    1. From Setup, click Users | Profiles.
    2. Click your Experience Cloud site user profile.
    3. Under Standard Object Permissions, enable permissions for standard objects.
    4. Save your changes.
  7. Add the sharing rules.
    1. From Setup, in the Quick Find box, enter Sharing, and then select Sharing Settings.
    2. Under Sharing Rules, click New.
    3. Add rules for Journal Type, Loyalty Program, Loyalty Program Process, Promotion, Voucher, Voucher Definition, and Voucher Code.
    4. Save your changes.