
CPQ for Salesforce
list_alt
| Field | Description |
|---|---|
| Loyalty Name | Enter a unique name for the point accrual. |
| Loyalty Type | Select the type of loyalty program (if applicable). |
| Effective Date | Specify the start date for the point accrual. |
| Expiration Date | Define the end date for the point accrual. |
| Active | Choose Yes to activate or No to keep it inactive. |
| Auto Apply | Select Yes if points should be applied automatically. |
| Combine with Other Loyalty? | Choose Yes if the point accrual should be combined with another loyalty program. |
| Description | Provide additional details about the point accrual. |
| Loyalty | Search and select the associated loyalty program. |
Click Save to store the details and stay on the same page.
Click Save & Continue to move to the next section.
Click Close to exit and view the record details.