1. Configure Reward Points in the Store Record
In Salesforce, open the StoreConnect app.
Go to:
- StoreConnect Navigation → Configuration → Stores → Stores List View.
Open your Store Record.
Under the Products tab (or Rewards tab):
Activate Points at Order Status:
Enter the API name of the Order Status where points should be allocated.
Example: use
activated(do not allocate points at Draft status).
Points Expiry:
Set Points Expiry Length → e.g.
12.Set Points Expiry Unit → e.g.
Month(points will expire after 12 months).
Click Save.
2. Set Default Earn Rate in Price Book
Open your relevant Price Book.
Locate the field Default Earn Rate.
This controls how many points are earned per unit of currency spent.
Example: enter
10 (10 points per dollar).
Click Save.
3. Configure Points for Individual Products
Open your Price Book Entry for each product where you want to enable points accumulation.
For each product:
Edit the record.
Under the Points section:
Check Can Earn Points.
Set Points Earned:
You can enter a fixed number of points (overrides default earn rate).
Example:
250 pointsfor Steve Plushy.
Optionally, set Bonus Points for promotions.
Click Save.
4. Sync Price Changes
After updating the Price Book Entry:
Go to the Product Record.
Click Sync Price Changes.
This ensures your changes are reflected in the store.
5. Test the Earning Process
On your Store website, navigate to the product page.
You should see a message (e.g. Earn 250 Points for this purchase).
Proceed to:
- Buy Now → Checkout → Make Payment.
6. Verify Points on the Order
In Salesforce:
Go to Orders → open the relevant order.
Change the Order Status to
Activated.
Under the Rewards tab in the Order:
- Verify that the correct number of points earned is recorded (e.g.
250 Points).
- Verify that the correct number of points earned is recorded (e.g.
7. Verify Points on the Customer Account
Open the Account Record for the customer.
Under Account Points Balance:
- Verify the customer’s total points balance (should reflect the new points).
Under the Related tab → Account Points:
- A new record should appear showing the points earned and activated.