Does the platform allow members carry a negative points balance? (This is relevant for returns.)
Last Updated: January 15, 2026No. There is no negative point balance in Salesforce Loyalty Management. Escrow accounts can be used to hold points/rewards in the event of a return of a qualifying purchase.
Describe how the system can maintain the individual loyalty member’s acceptance of program’s Terms and Conditions. Please include how it handles versioning of T&C’s wand tracking which version a member has accepted?
Last Updated: January 15, 2026Salesforces Loyalty Management enables the configuration of Terms & Conditions at the Loyalty Program Level. We also support this at the Promotion level, each promotion has T&C’s also. If a more robust, Multi Versioning T&C’s capability is required, SF Loyalty Management can utilize the Contract Life Cycle capabilities to facilitate this requirement.
Can you describe your API’s capabilities in terms of ensuring quick and accurate responses? Please provide details on the average response time and accuracy rate, as well as any measures in place to maintain these performance standards.
Last Updated: January 15, 2026Please view our Trust User Guide.
Does your solution provide an API that supports account creation and management capabilities? If so, please detail the functionalities available through the API for managing accounts.
Last Updated: January 15, 2026Yes. Salesforce Loyalty Management is equipped with a robust suite of business APIs designed to streamline account creation and management processes, ensuring seamless integration and operational efficiency.
Ability to scale and have separation of data, programs, rewards and point structures for different regions (US, EU, APAC and by country or state / province)
Last Updated: January 15, 2026Our Loyalty Management solution excels in handling multi-program implementations with ease. It is engineered to accommodate multi-tier structures and support multiple currencies, providing the flexibility necessary to meet diverse regional requirements.
Protected: Can scale for growth and program needs
Last Updated: January 15, 2026There is no excerpt because this is a protected post.
Is your system capable of rewarding members based on specific events such as birthdays, anniversaries, or other dates specified by ##BRAND##?
Last Updated: January 15, 2026Loyalty Management is fully equipped to identify both the referrer and the referee through the Transaction Journal object. This object includes specific fields designed to capture all necessary referral-related information. Leveraging this capability, we can tailor processes and rules to appropriately reward the referrer, the referee, or both, in response to their activities within the…
Does your platform support the purchase, gifting, or transferring of points between members? Please provide details on how these processes are managed.
Last Updated: January 15, 2026Our Loyalty Management system is adept at rewarding members for a variety of activities, including writing product reviews, providing ratings, and engaging with Instagram posts, among others. This functionality is facilitated through the use of APIs. For an in-depth understanding of these capabilities, please refer to our help documentation available at Loyalty Program Real-Time Connect…
How does your system manage multiple expiration dates for offers based on different member statuses?
Last Updated: January 15, 2026Loyalty Management allows for the rewarding of members on special occasions such as birthdays, anniversaries, and other significant dates. Our configurable processes and rules are designed to recognize a member’s activity date, and rewards can be distributed based on these settings. Additional information on setting up these processes can be found in our documentation here…
Can your platform handle offer issuance and manage the issuance process? Please explain the workflow and management tools available.
Last Updated: January 15, 2026While certain functionalities may not be available directly out-of-the-box, they can be achieved through system configuration without the need for custom coding. This approach ensures that specific business requirements can be met while maintaining system integrity and upgradability.
