Create a Redemption Catalog and Decision Table

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

(This clip starts at the 8:17 minute mark, in case you want to rewind and watch the beginning of the step again.)

Redemption Process Overview

Here’s an overview of the things Linda must do to set up the redemption process.

1. Create a custom object and then add redemption catalog data to it, such as details about the product or reward, partner name, and the points members get.
   
2. Create a decision table to determine which fields from the custom object should be used as input and output.
   
3. Set up a flow to verify whether a member has enough points to redeem the rewards.
   
4. Create a redemption transaction journal to run the redemption.
   

Create a Redemption Catalog

Linda begins by creating a custom object, which she’ll use to store data about redemptions.

Create a Custom Object

1. Click , and select Setup.
   
2. Click Object Manager.
   
3. Click Create, and select Custom Object.
   
4. Provide the following details.
   

• Label: Redemption Catalog for Inner Circle
  
• Plural Label: Redemption Catalog for Inner Circle
  
• In the Object Creation Options section, select Launch New Custom Tab Wizard after saving this custom object.
  

5. Click Save.
   
   
6. Click the Tab Style lookup icon and select a tab style of your choice.
   
7. Click Next.
   
   
8. Click Next.
   
9. Click Save.
   

Add Fields to the Custom Object

Linda adds fields to the custom object, which will be used for input and output in the decision table.

1. Click Fields & Relationships.
   
2. Click New.
   
3. Select Lookup Relationship.
   
4. Click Next.
   
5. From the Related To list, select Loyalty Program Partner.
   
6. Click Next.
   
7. Provide the following details.
   

• Field Label: Partner
  
• Field Name: Partner
  
  
  

8. Click Next three times.
   
9. Click Save.
   
10. Linda repeats steps 2 to 9 to add the remaining fields with the following details.
    

Enter Data in the Custom Object

Now that Linda has set up the required fields, she adds data related to the catalog: partners, products, and points associated with the products.

1. Click , and select Redemption Catalog for Inner Circle.
   
2. Click New and provide the following details.
   

• Redemption Catalog for Inner Circle Name: 1
  
• Partner: Cloud Kicks
  
• Product: $20 voucher applicable on all footwear
  
• Points: 1000
  
• Voucher Definition: $20 voucher applicable on all footwear
  

3. Click Save & New.
   
4. Repeat steps 2 to 4 with the following details to create additional records (we won't check for these additional records in the hands-on challenge).
   

Create a Decision Table

A decision table provides outcomes based on the rules defined in the custom object. To create the decision table, Linda selects the source object that contains the rules, the input fields from the object that the decision table should read, and the output field. The output field contains the values used to calculate the outcomes.

Here’s what she does.

1. Click , and select Setup.
   
2. Enter Decision Tables in the Quick Find box, and select Decision Tables.
   
3. Click New and provide the following details.
   

• Name: Redemption Catalog for Inner Circle
  
• Source Object: Redemption Catalog for Inner Circle
  
• Description: Redemption Catalog for Cloud Kicks’s Loyalty Program
  

4. Click Next.
   
5. Make the following input and output selections.
   

6. Click Next.
   
7. Click Save.
   

Create Dataset Links

A dataset link defines a mapping between a decision table’s input fields and fields in a source object. Using a dataset link, Linda maps the decision table’s input fields, which are partner and product, with fields of the transaction journal object. The decision table will determine outcomes based on these field values. Here’s how.

1. On the Dataset Links card, click New.
   
2. Provide the following fields.
   

• Name: TransactionJournalLink
  
• Description: Mapping fields for Transaction Journal
  

3. Map the decision table fields to the corresponding fields of the transaction journal as follows.
   

4. Click Save.
   
   
5. Click Activate.
   

So we’ve created the redemption catalog and decision table. In the next step, we set up a flow to verify whether a member has enough points to redeem the rewards. The flow will be based on the redemption catalog and decision table that we created.

Resources

• Salesforce Help: Decision Table