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Trailhead

Develop Loyalty Programs to Enhance Engagement

Salesforce via Trailhead

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Overview

Set up advanced loyalty processes and integrations to enhance customer engagement.
  • Use real-time customer intelligence to target members with personalized promotions.
  • Set up and manage the accrual process.
  • Create and manage the redemption process for your loyalty program.
  • Discover the uses of the Data Processing Engine for data transformation.
  • Build, define, run, and monitor a Data Processing Engine.

Syllabus

  • Loyalty Management and Data Cloud Integration
    • Explore Customer Segments
    • Set Up the Org
    • Create a Segment in Data Cloud
    • Set Up Loyalty Promotions with Data Cloud
    • Process Transaction Journals for Promotions
  • Set Up Rules for Accrual Processing
    • Define Accrual Rules
    • Create a Flow for Purchases
    • Create a Flow for Engagement Activities
    • Run the Accrual Process
  • Set Up a Redemption Process
    • Plan Redemption Requirements
    • Create a Redemption Catalog and Decision Table
    • Create a Flow and Run the Redemption
  • Data Processing Engine in Loyalty Management
    • Get Started with Data Processing Engine
    • Transform Data with Nodes
    • Design a Data Processing Engine Definition
  • Data Processing Engine Definition Modeling
    • Create a Data Processing Engine Definition
    • Add Nodes to Complete the Data Processing Engine Definition
    • Run and Monitor Data Processing Engine Definitions

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