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CPQ for Salesforce

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Conga Product Documentation

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CPQ for Salesforce

Loyalty Management

Creating an Ordering Flow

The ordering flow ensures that customers earn loyalty points when purchasing eligible products. After placing and accepting an order, the system calculates and updates loyalty points based on the defined accrual rules. An API processes the points and updates the enrolled account's loyalty status.

After setting up the Loyalty Program, Accrual Points, and Account Enrollment, you can start using the program.

  1. Place an Order and Earn Loyalty Points.
    1. Search for products included in the Accrual Point scope and create an order with a qualifying product.
    2. Accept the order.
    3. After activating the order and line items, a batch process calculates the points. Users can view their points using the API.
  2. Run the API whenever an order is created to compute loyalty points and update the points and tiers of enrolled accounts.
    Id orderId = 'a8a3F0000008OuT';
Id enrollmentId = 'a853F00000000J8';

Apttus_CPQApi.CPQ.ComputeLoyaltyPointsRequestDO request = new Apttus_CPQApi.CPQ.ComputeLoyaltyPointsRequestDO();
request.OrderID = orderID;
request.EnrollmentID = enrollmentId;

Apttus_CpqApi.CPQ.ComputeLoyaltyPointsResponseDO result = Apttus_CpqApi.CPQWebService.computeLoyaltyPointsForOrder(request);
System.debug(result);

February 17, 2026