Loyalty Management Standard Objects

Loyalty Management data model provides objects and fields to create and manage loyalty programs for your organization. Use the objects to manage partners and members, track members’ activities, reward members, and manage promotions.

In addition to the standard objects included with the Loyalty Management license, the standard objects included with the Salesforce platform licenses enabled in your Org are available out-of-the-box.

• Loyalty Management Data Model

  Learn about the objects and relationships within the Loyalty Management data model.

• Loyalty Clubs Data Model

  Clubs are interest-based membership initiatives designed to provide exclusive benefits and privileges to customers.

• AnalyticsDatasetDefinition

  Represents the datasets used for analytics, such as those in CRM Analytics and Tableau. This object is available in API version 65.0 and later.

• Benefit

  Represents information about benefits associated with the loyalty program. Benefits are mapped to the members based on the tier or other program rules. This object is available in API version 51.0 and later.

• BenefitParameterValue

  Represents the runtime value of a parameter that’s used when executing a flow for benefit action. This object is available in API version 52.0 and later.

• BenefitType

  Represents information about the type of benefits such as Support Benefits available to the loyalty program member. This object is available in API version 51.0 and later.

• BusinessLimitPendingTrxn

  Represents transient usage records that reserve a portion of the business limit for a transaction. If the transaction fails, these reserved portions are freed up for future use. This object is available in API version 67.0 and later.

• BusinessLimitSpecification

  Represents a business limit and its metadata, including the context definition that maps a limit record to the limit framework. This object is available in API version 67.0 and later.

• BusinessLimitTracker

  Represents a specific business limit instance that tracks the current usage. This object is available in API version 67.0 and later.

• DigitalPass

  Represents a user-facing representation generated from a digital pass template. It contains specific, relevant data, such as a membership number or voucher details, making each pass unique to the user. This pass can be optionally stored in a mobile or digital wallet. This object is available in API version 66.0 and later.

• DigitalPassTemplate

  Represents a template for creating digital passes, such as loyalty membership cards or coupons. It outlines the pass’s design, data fields, and functionality, enabling the generation of multiple unique passes from a single, reusable template. This object is available in API version 66.0 and later.

• DigitalPassTmplParameter

  Represents a specific, configurable data field within a digital pass template. It defines the content type such as text, date, or image, and properties such as label and visibility, for a particular section of the pass. This object is available in API version 66.0 and later.

• GameDefinition

  Represents information about a game that’s offered as a reward to customers and loyalty program members. This object is available in API version 60.0 and later.

• GameParticipant

  Represents a junction between a game definition and a participant who is either an account, a contact, or a loyalty program member. This object is available in API version 60.0 and later.

• GameParticipantReward

  Represents the reward that’s provided to a participant after they’ve played a game. This object is available in API version 60.0 and later.

• GameReward

  The reward that’s offered to participants of a game. This object is available in API version 60.0 and later.

• JournalReason

  Represents a view that specifies the reason for the action that created a transaction journal. This object is available in API version 51.0 and later.

• JournalSubType

  Represents the subcategory of transaction journal. This object is available in API version 51.0 and later.

• JournalType

  Represents the category of transactions. This object is available in API version 51.0 and later.

• LoyaltyAggrPointExprLedger

  Represents information about non-qualifying currency points that expire based on a fixed model tier group. This object is available in API version 54.0 and later.

• LoyaltyLedger

  Records the points that have been credited or debited for a member across the transactions. This object is available in API version 51.0 and later.

• LoyaltyLedgerTraceability

  Represents a tracker for the loyalty ledger. The debit ledger consumes points from the linked credit ledger for a member redemption or an accrual cancellation. This object is available in API version 62.0 and later.

• LoyaltyMemberCurrency

  Represents the information about point balance for a member and a particular currency. This object is available in API version 51.0 and later.

• LoyaltyMembershipLifecycle

  Represents information about a member’s lifecycle in the loyalty program. This object is available in API version 57.0 and later.

• LoyaltyMemberTier

  Represents information about the current tier of the member across tier groups. This object is available in API version 51.0 and later.

• LoyaltyPartnerProduct

  Represents products and product categories offered by loyalty partners. This object is available in API version 51.0 and later.

• LoyaltyPgmCurrencyExtPrd

  Represents an additional timeframe beyond the standard expiration date for redeeming or reinstating points. It enables tier-based flexibility, allowing certain members more time to utilize their points before they are forfeited. This object is available in API version 67.0 and later.

• LoyaltyPgmCurrencySubtype

  Represents a subtype of a fixed-model non-qualifying loyalty program currency. This object is available in API version 61.0 and later.

• LoyaltyPgmEngmtAttribute

  Represents information about an engagement attribute for a loyalty program. This object is available in API version 55.0 and later.

• LoyaltyPgmEngmtAttrProm

  Represents a junction between Loyalty Program Engagement Attribute and Promotion. Associate an engagement attribute with a promotion if you want to track the engagement attribute during the promotion period. This object is available in API version 55.0 and later.

• LoyaltyPgmGroupMbrRlnsp

  Represents a junction between a Corporate or Individual type loyalty program member who is part of a group and the Group type loyalty program member. This object is available in API version 53.0 and later.

• LoyaltyPgmMbrAttributeVal

  Represents information about the value reached by a loyalty program member for an engagement attribute. This object is available in API version 55.0 and later.

• LoyaltyPgmMbrLinkedPtnr

  Represents the association between a loyalty program member and their membership with a partner. It acts as an association that facilitates points accrual and data exchange in a joint loyalty program. This object is available in API version 66.0 and later.

• LoyaltyPgmMbrPromEligView

  Represents a virtual object that provides a consolidated view of the loyalty program member’s eligibility for a promotion and their enrollment status in eligible promotions. This object is available in API version 56.0 and later.

• LoyaltyPgmPartnerCurrency

  Represents a junction between a loyalty program partner and a loyalty program currency. This object is available in API version 55.0 and later.

• LoyaltyPgmPartnerPromotion

  Represents a junction between the Promotion and Loyalty Program Partner objects. This object is available in API version 55.0 and later.

• LoyaltyPgmPtnrLdgrSummary

  Represents the aggregated ledger used by a loyalty program to credit points to or debit points from a prepaid partner’s points pack. This ledger can also be used to add or deduct the monetary value of points from the postpaid partner’s bill. This object is available in API version 55.0 and later.

• LoyaltyPgmPtnrPrepaidPack

  Represents information about a prepaid set of points purchased by a loyalty program partner. This object is available in API version 55.0 and later.

• LoyaltyProgram

  Represents the loyalty program within an organization. All the information related to members, tiers, tier groups, program currencies, vouchers, benefits, partners, promotions, transactions are associated with the program. This object is available in API version 51.0 and later.

• LoyaltyProgramBadge

  Represents information about the badge that’s associated with a loyalty program. This object is available in API version 56.0 and later.

• LoyaltyProgramCurrency

  Represents qualifying and non-qualifying currencies associated with the program. Qualifying currency represents the engagement of a member with the program and it’s associated with a tier group. Non-qualifying currency represent the points that the member earns for redemption. This object is available in API version 51.0 and later.

• LoyaltyProgramCurrencyTier

  Repesents a junction between non-qualifying loyalty program currency and loyalty tier. This object is available in API version 61.0 and later.

• LoyaltyProgramJournalType

  Represents an activity that resets points validity for currencies with an activity-based expiration model. This object is available in API version 67.0 and later.

• LoyaltyProgramMbrPromotion

  Represents details about the promotions to be applied for a loyalty program member. Tracks the enrollment status, promotion status, and progress for a promotion of a member. This object is available in API version 51.0 and later.

• LoyaltyProgramMember

  Represents information about member who belongs to a loyalty program. The member can be individual or corporate type. This object is available in API version 51.0 and later.

• LoyaltyProgramMemberBadge

  Represents a badge that’s assigned to a loyalty program member. This object is available in API version 56.0 and later.

• LoyaltyProgramMemberCase

  Represents a junction between a loyalty program member and a case. This object is available in API version 52.0 and later.

• LoyaltyProgramMemberMerge

  Represents information about merged loyalty program memberships. This object is available in API version 56.0 and later.

• LoyaltyProgramPartner

  Represents partners that are associated with a given loyalty program. Partners can be an accrual partner, a redemption partner, or both. This object is available in API version 51.0 and later.

• LoyaltyProgramPartnerLedger

  Represents the ledger used by a loyalty program to credit points to or debit points from a prepaid partner’s points pack or from a postpaid partner’s point balance. This ledger can also be used to add or deduct the monetary value of points from the partner’s postpaid bill. This object is available in API version 55.0 and later.

• LoyaltyProgramProcess

  Represents information about loyalty program processes that determine how transaction journals are processed. This object is available in API version 54.0 and later.

• LoyaltyProgramWidget

  Represents the configuration of a widget that a user can apply to the out-of-the-box widget templates and FlexCards provided by Omnistudio. The configuration helps implement custom UI changes, such as promotion type, promotion tag line, and so on for a user. This object is available in API version 57.0 and later.

• LoyaltyTier

  Represents information about tiers of a loyalty program. A tier group has a set of tiers in a sequential order. This object is available in API version 51.0 and later.

• LoyaltyTierBenefit

  A junction object that associates the loyalty benefits with the loyalty program tiers. This object is available in API version 51.0 and later.

• LoyaltyTierEligibilitySrc

  Represents the customer groups that are eligible for club membership. This object is available in API version 64.0 and later.

• LoyaltyTierGroup

  Represents information about tier groups of a loyalty program. Tier group categorizes members based on their loyalty points. This object is available in API version 51.0 and later.

• LoyaltyTierMshpFeeOption

  Represents the options by which members can pay for tier or club memberships. This object is available in API version 63.0 and later.

• LoyaltyTierPromotion

  Represents a junction between a member tier and a loyalty promotion. This object is available in API version 63.0 and later.

• MemberBenefit

  Represents details about a benefit that’s assigned to a loyalty program member and has a benefit action that’s triggered. This object is available in API version 51.0 and later.

• NetworkReferencedObject

  A junction object that associates the loyalty program with the Experience Cloud site. This object is available in API version 51.0 and later.

• Promotion

  Represents a promotion associated with the loyalty program. It captures the information such as type of the promotion, issue of a voucher or credit points, promotion enrollment, and status of the promotion. This object is available in API version 51.0 and later.

• PromotionActionableList

  Represent of a junction between a promotion and an actionable list. This object is available in API version 62.0 and later.

• PromotionLoyaltyPtnrProdt

  Represents a relationship between a promotion and a loyalty partner product. It indicates the products or product categories that are applied to a particular promotion. This object is available in API version 51.0 and later.

• PromotionMarketSegment

  Represents a relationship between a promotion and Data 360 segment. It indicates the segments targeted for a particular promotion. This object is available in API version 51.0 and later.

• PromotionPartyUsageDetail

  Represents the amount that’s discounted by a promotion for a transaction journal. This object is available in API version 60.0 and later.

• TransactionJournal

  Represents information about customer or loyalty program member transactions that track activities, engagements, and adjustments. This object is available in API version 51.0 and later.

• Voucher

  Represents details about a voucher that’s issued to a customer or a loyalty program member. This object is available in API version 51.0 and later.

• VoucherDefinition

  Represents details about a voucher definition that’s used to issue vouchers. This object is available in API version 51.0 and later.

See Also

• Object Reference for the Salesforce Platform: Overview of Salesforce Platform Objects and Fields
• SOAP API Developer Guide: About SOAP API