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CPQ for Salesforce

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CPQ for Salesforce

Loyalty Management

Initiating Loyalty Cycle for Enrollments

Loyalty enrollment requires loyalty cycle initialization to support loyalty point accrual and tier evaluation.

The system uses the loyalty cycle to:
  • create the active loyalty cycle for the member
  • initialize enrollment cycle dates
  • process loyalty point accrual
  • evaluate loyalty tiers
Warning: If you do not initiate the loyalty cycle, the system may not populate the enrollment cycle start date and end date in Point Accrual records.
Prerequisites
  • Create the loyalty enrollment record successfully
  • Incentive System Property record for Loyalty exists and is active
  • The loyalty program is active
  1. Run the initiateLoyaltyCycle API after you create the enrollment record.
  2. Use the following code sample.
    Apttus_CpqApi.CPQ.InitiateLoyaltyCycleRequestDO request =
    new Apttus_CpqApi.CPQ.InitiateLoyaltyCycleRequestDO();

request.EnrollmentId = 'a3Fam000000vsBlEAI';

Apttus_CpqApi.CPQ.InitiateLoyaltyCycleResponseDO result =
    Apttus_CpqApi.CPQWebService.initiateLoyaltyCycle(request);
    Important:
    • Replace the sample Enrollment Id with the actual enrollment record Id.
    • Run this API after you create a new enrollment.
    • Run this API at the beginning of a new loyalty cycle, if your business process requires it.
Administrator Guide
Salesforce
CPQ

June 12, 2026