Plan Redemption Requirements

Learning Objectives

After completing this project, you’ll be able to:

• Define redemption rules.
  
• Create a decision table.
  
• Create a flow for redemption rules.
  
• Create a redemption transaction record.
  
• Run the flow to execute the redemption process.
  

Prerequisites

Before you start, make sure you complete the following. 

Suggested

• Complete the Loyalty Rules Management and Processing module to learn about loyalty program processes and rules.
  
• Complete the Salesforce Loyalty Management Basics module to find out how you can set up a loyalty management program.
  

Inner Circle Redemption Requirements

Cloud Kicks is a manufacturer of stylish and comfortable custom sneakers. It runs a loyalty program called Cloud Kicks Inner Circle. The loyalty program has a well-defined tier structure, rewards, and associated program partners and partner products. Mary Levy is Cloud Kicks’ loyalty program manager and the strategic mind behind operations. Linda Rosenberg is the loyalty admin for Cloud Kicks and is responsible for setting up the program, data sets, and rules. She manages the loyalty processes on a day-to-day basis.

Mary wants to set up a redemption process for the loyalty program. A redemption transaction occurs when a member redeems nonqualifying points for a product, service, or voucher. The points get deducted from the member’s points balance as soon as the transaction is processed, so it all happens in real time.

The Inner Circle loyalty program has a redemption partnership with Northern Trail Outfitters (NTO), a retail company that provides outdoor and recreational gear and apparel.

This means members can use their nonqualifying points to avail NTO’s products or services. Mary carefully plans a redemption catalog that defines the rewards and value of points for members. 

In this project, we follow along as Linda sets up a redemption process based on these requirements.

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. 

Sign Up for a Developer Edition Org with Loyalty Management

To complete this project, you need a special Developer Edition org that contains Loyalty Management and our sample data. Get the free Developer Edition and connect it to Trailhead now so you can complete the challenges in this project. 

Note that this Developer Edition is designed to work with the challenges in this badge, and may not work for other badges. Always check that you’re using the Trailhead Playground or special Developer Edition org that we recommend.

1. Sign up for a free Developer Edition org with Loyalty Management.
   
2. Fill out the form. For Email, enter an active email address. For Username, enter a username that looks like an email address and is unique, but it doesn’t need to be a valid email account (for example, yourname@lm4ever.com).
   
3. After you fill out the form, click Sign me up. A confirmation message appears.
   
4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.
   
5. Complete your registration by setting your password and challenge question.
   TIP: Write down your username, password, and login URL for easy access later.
   
6. You are logged in to your Developer Edition.
   

Now connect your new Developer Edition org to Trailhead.

1. Make sure you're logged in to your Trailhead account.
   
2. In the Challenge section at the bottom of this page, click the playground name and then click Connect Org.
   
3. On the login screen, enter the username and password for the Developer Edition you just set up.
   
4. On the Allow Access? screen, click Allow.
   
5. On the Want to connect this org for hands-on challenges? screen, click Yes! Save it. You are redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.
   

Now that you have a Loyalty Management-enabled org, let’s set up the redemption process.

Resources

• Salesforce Help: Redemption Process