Set Up Loyalty Management POS API Unlocked Package

Install the unlocked package, which provides access to Apex classes that are exposed as REST web services. It also provides access to custom objects and fields. The integration between Salesforce Retail Cloud and Loyalty Management strengthens the Point-of-Sale (POS) capabilities across the Salesforce ecosystem. The core of this integration involves exposing RESTful APIs within a Salesforce managed package that allows Salesforce Retail Cloud to consume these services via a Service Provider Interface (SPI).

Salesforce Retail Cloud operates as a POS system that integrates with various external loyalty platforms, including a connection to Salesforce Service Cloud. However, it lacks a few functionalities such as redeeming points or vouchers and retrieving membership details that require integration to Salesforce Loyalty Management. The primary objective of this integration is to enable seamless interaction between Salesforce Retail Cloud and Salesforce Loyalty Management. This involves implementing workflows for searching customer details, enrolling customers to Loyalty programs, getting loyalty points, and creating orders. These workflows leverage Salesforce Retail Cloud’s existing APIs to facilitate these processes.

The Person Accounts feature must be enabled in the Salesforce environment to allow the integration.