▶️ Allow customers to earn loyalty reward points

Last modified 13 May 2026

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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.

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.

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 points for Steve Plushy.
  - Optionally, set Bonus Points for promotions.
Click Save.

After updating the Price Book Entry:
- Go to the Product Record.
- Click Sync Price Changes.
- This ensures your changes are reflected in the store.

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).

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.