Design the Redemption Process

Let’s look at Mary’s requirements again. She wants to create a redemption process that debits points from a member’s points balance and issues a voucher if members buy specific products from a catalog. A decision table decides the number of points to debit based on the product purchased. The rules that the decision table evaluates to provide the number of points to redeem are stored in a custom object. So in order to set up this process, Mary must create a rewards catalog in a custom object, create a decision table, and create a loyalty program process.

Let’s look at each of these steps in detail.

Create a Rewards Catalog

Do you remember the catalog that Mary planned?  It’s the list of all the products, rewards, and gift cards that members can buy using their non-qualifying points. Linda Rosenberg, loyalty program admin at Cloud Kicks, creates a custom object named Rewards Catalog to store catalog data. 

Mary navigates to the Rewards Catalog object in Loyalty Management and adds the seven rewards, along with details about the points and voucher definitions. 

Create a Decision Table

Linda also creates a decision table named Rewards Catalog to determine how many points to deduct from the member’s point balance. The decision table receives inputs about the product and partner from the transaction journal. And then it determines the points to be deducted and vouchers to be issued accordingly. 

A custom object and decision table, both named Rewards Catalog, have already been created in your special Developer Edition org. To learn how to create them, refer to the Set Up a Redemption Process badge on Trailhead.

Mary can now set up the loyalty program process. But before that, she’d like to review its setup requirements and visualize the structure of the process. 

Outline the Structure

Mary reviews the loyalty program process setup requirements. 

1. Create a program process for redemption-type transactions.
2. Create a rule to debit non-qualifying points from the member’s points balance based on certain conditions.
3. Add an action to run the decision table and fetch the number of points to be debited.
4. Add another action to retrieve a member’s non-qualifying points balance.
5. Add a condition to evaluate if the member has the required points to redeem the reward.
6. Add an action to debit points if the member has sufficient balance.
7. Add a condition and an action to check if the transaction is eligible for a voucher, and then issue the voucher.

And here’s a helpful illustration of how the rules, actions, and conditions of the loyalty program process work together.

With the design in place, Mary can easily put together the redemption process. Let’s start by creating the loyalty program process.

Create a Loyalty Program Process

A loyalty program process filters transaction journals based on the journal type. You can further filter transactions by specifying the subtype. Mary, however, wants to process only redemption transactions, and in real time. Let’s look at how she creates a loyalty program process. 

1. Click , and select Loyalty Management.
2. Ensure that the All Loyalty Programs list view is displayed.
3. In the Program Name column, click Cloud Kicks Inner Circle to open this loyalty program.
4. In the Cloud Kicks Inner Circle program record, click the Processes tab.
5. In the Loyalty Program Processes related list, click New.
6. In the Select a Process Template window, select Create from Scratch and click Next.
7. Add the following details.
   • Name: Debit Points for Redemptions
   • Process Execution: Real Time
   • Process Type: TransactionJournal
   • Journal Type: Redemption
8. Click Save.

The loyalty program process is created and is in the draft state. In the next Step, Mary creates a loyalty program process rule and activates the process.