Feature Document

Written By Devin O'Neill ()

Updated at April 24th, 2025

Objective

The purpose of this document is to describe the features supported by the Salesforce Commerce Cloud platform using Annex Cloud’s Customer Loyalty module.

Supported Versions

Version Name Supported Versions Certified AC Loyalty Version
Pipeline Based 16.1 - 20.1 V2 V2, V3
Control Based 16.1-20.1 V2 V2, V3
SFRA (Latest) 4.0- 5.3.1 V2 V2, V3

Supported Feature List

Below is a list of features supported on ‘Salesforce Commerce Cloud’ using Annex Cloud.

Loyalty

Feature Name Description Pre-Requisites Configuration Details Reference Documents
Implicit Loyalty Account Creation Implicitly enrolling the member into the loyalty program. When a member creates an account on a loyalty enabled website.
  • The member created an account.
  • The loyalty enabled e-commerce website can be configured to enable/disable implicit loyalty.
  • By default, implicit loyalty is not enabled.
 NA
Explicit Loyalty Account Creation Enrolling the member into the loyalty program only if the member “opts-in” when creating an account on a loyalty enabled website.
  • The member created an account.
  • The member opted into the loyalty program.
  • This option is available only if the website isn’t enabled for the implicit loyalty program.
 NA
Loyalty Points after Signup/Register for Newsletter The member earns loyalty points for signing up for the newsletter on the loyalty enabled website.
  • The member is signed up for the newsletter.
  • This option is available only if the website is enabled to sign up for the newsletter loyalty action.
 NA
Display of Earn Points Actions in the Loyalty Dashboard Displays all the actions and its associated points in a dashboard, which a member earns after completion.
  • The member opened the Earn Points tab on the Loyalty dashboard on a loyalty enabled website.
  • This is always displayed and not configurable.
 NA
Display of Activity Tab on Loyalty Dashboard Displays all the actions performed by the member and the associated number of points earned.
  • The member opened the Activity tab on the Loyalty dashboard on a loyalty enabled website.
  • This is always displayed and not configurable.
 NA
Display of Manage Reward Tab on Loyalty Dashboard

Displays the following Reward-related information:

Available Rewards

Earned Rewards

Redeemed Rewards
  • The member opened the Manage Reward tab on the Loyalty dashboard on a loyalty enabled website.
  • This is always displayed and not configurable.
 NA
Display of Eligible Product Points on Product Description Page (PDP) Displays the eligible product points the member earns after purchasing a specific product on the PDP.
  • The member has an account.
  • The member visits the PDP.
  • This is always displayed and not configurable.
 NA
Display of Eligible Product Points on Category Page (CP) Displays the eligible product points the member earns after purchasing a specific product on the CP.
  • The member has an account.
  • The member visits the CP.
  • This is always displayed and not configurable.
 NA
Redeem Points at Checkout (as dollars) On the checkout page, the member redeems the available points as dollars off and receives a discount.
  • The member has an account.
  • The member has a sufficient number of available points in their account.
  • This option is configurable.
  • You can enable or disable this feature in the implementation.
 NA
Redeem Points at Checkout (as Coupon code) On the checkout page, the member redeems the available points as a Coupon code and receives a discount.
  • The member has an account.
  • The member has a sufficient number of available points in their account.
  • This option can be configured.
  • You can enable or disable this feature in the implementation.
 NA
Custom Loyalty Actions

The member earns loyalty points for performing custom actions.

(e.g., account creation, newsletter subscription, survey completion) 
  • The member has an account.
  • The member has performed a Custom Loyalty action.
  • All custom actions are configurable.
  • You can connect any activity or event with specified Custom Loyalty actions.
 NA
Earn Loyalty Points for Purchase Action The member earns loyalty points for completing a purchase.
  • The member has an account.
  • The member has successfully made a purchase on a loyalty enabled website.
  • The member always receives loyalty points for completing a purchase. This setting is always enabled and cannot be turned off.
 NA
Display Eligible Product Points at Checkout The member sees their total number of eligible points of the product at the time of checkout.
  • The member is enrolled in a loyalty program.
  • The member is on the checkout page.
  • This is always displayed and not configurable.
 NA
Update Member Properties Updates the member details in Annex Cloud Loyalty Experience Platform (LEP) if the same details are updated on the website by the member. This includes personal data such as a member phone number, first name, last name, etc.
  • The member has an account.
  • The member is enrolled in a loyalty program.
  • All the properties are updated in the LEP and are not configurable.
 NA
Lose Loyalty Points for Partial Return Action The member loses loyalty points for returning some of the products after purchase.
  • The member has an account.
  • The member has returned some products purchased earlier.
 NA NA
Lose Loyalty Points for Full Return Action The member loses loyalty points for returning all of the products after purchase.
  • The member has an account.
  • The member has returned all of the products purchased earlier.
 NA NA

Refer A Friend

Feature Name Description Pre-Requisites Configuration Details Reference Documents
Refer a Friend (RAF) feature in separate tab The member sees the RAF feature as a tab in their account. The member is registered on an e-commerce platform. NA NA
Display RAF widget  A RAF widget appears in a member’s account after making a purchase from the e-commerce site.
  1. The member is registered on an e-commerce platform.
  2. The e-commerce platform has a RAF module.
 NA NA
Share referral links on social media platforms

The referral link can be shared on the following social media platforms:

  1. Facebook
  2. Twitter
  3. Email
  1. The member is registered on an e-commerce platform.
  2. The e-commerce platform has a RAF module.
  3. The e-commerce platform can be integrated with social media platforms.
 NA NA
Copy referral code

The member copies a generated referral code.

The copied referral code is shareable by the member.
  1. The member is registered on an e-commerce platform.
  2. The e-commerce platform has a RAF module.
 NA NA
Referral status The member checks the status of a referral code and whether it is in use by the referred friend or not.
  1. The member is registered on an e-commerce platform.
  2. The e-commerce platform has a RAF module.
 NA NA
Unlock coupon code

A referred member unlocks the coupon code by opening the referral link. 

Once their email identification is verified, the coupon code is eligible for redemption.
  1. The referred member entered a valid email ID.
  2. The e-commerce platform has a RAF module.
 NA NA
Check rewards/ credit availability The member checks their available rewards and credits in the My Accounts section. The member earns loyalty points based on the purchase action made by the referred member. NA NA

Ratings and Reviews

Feature Name Description Pre-Requisites Configuration Details Reference Documents
Read a Review A visiting customer on the e-commerce site can view the posted ratings of the product. Reviews and ratings of the product are posted on the e-commerce site. NA NA
Post a Review A member posts a rating and review of the product on the e-commerce site.
  1. A member has posted a rating and review of a product on the e-commerce site.
  2. The e-commerce site has ratings and reviews enabled.
 NA NA
Sorting Reviews

A visiting customer sorts the reviews using provided filters from the site.

The reviews are sorted as per the customer’s selection.
  1. A member has posted a rating and review of a product on the e-commerce site.
  2. The e-commerce site has ratings and reviews enabled.
 NA NA
Display the average ratings/review count within a tab on PDP. A visiting customer sees the average ratings and reviews posted on the PDP.
  1. A member has posted a rating and review of a product on the e-commerce site.
  2. The e-commerce site has ratings and reviews enabled.
 NA NA

Upcoming Features

Visual Commerce

Feature Name Description Pre-Requisites Configuration Details Reference Documents
Displaying Product Images on Homepage Slider
  1. Upon visiting an e-commerce site, customers see uploaded images on sliders.
  2. Product images and the details of customers who have uploaded are displayed when the image is clicked.
 Product images are uploaded and displayed on the slider. NA NA
Visit the Product’s Gallery from the Homepage slider

Upon clicking the visit gallery button from the homepage slider, customers are redirected to the gallery page of visual commerce.

The images are uploaded by other customers.

Images are uploaded by customers on the visual commerce page.

 

 NA NA

Upload Product Images Using Social Media Platforms from Homepage Slider

 
  1. A registered customer uploads product images using the upload image option.
  2. The uploaded images are published on an e-commerce site under the visual commerce program and are visible to other customers.

The following are compatible social media platforms:

  1. Facebook
  2. Instagram
  3. Twitter
  4. From a local device
  1. The customer visits an e-commerce site with visual commerce enabled.
  2. The customer has a social media platform account to upload the images.
 NA NA
Share Products Images on Social Media Platforms from a homepage slider

Customers share the product images from the homepage slider on their social media platforms.

The following are compatible social media platforms:

  1. Facebook
  2. Instagram
  3. Twitter
  1. The customer has an account on an e-commerce site.
  2. The customer has an account on any of the compatible social media platforms.
 NA NA
Purchase Product from Homepage Slider and Product Gallery

A customer begins a purchase by clicking on product images available on either the:

Homepage product slider

Product gallery page
  1. The customer is registered on an e-commerce site.
  2. The products are uploaded on the homepage slider and in the product gallery.
 NA NA
View Products Details from Visual Commerce (VC) Gallery A customer views the products from the VC gallery which is uploaded by other registered customers. Product images are uploaded by other registered customers. NA NA
Upload Product Image from Gallery Page
  1. A registered customer uploads product images using the upload image option from the product VC gallery.
  2. The uploaded images are published on an e-commerce site under the visual commerce program and are visible to other customers.

The following are compatible social media platforms:

  1. Facebook
  2. Instagram
  3. Twitter
  4. From a local device
  1. The customer has an account on an e-commerce site.
  2. The customer has an account on any of the compatible social media platforms.
  3. The customer has uploaded product-related images on their compatible social media platforms.
 NA NA
Share Product Images on Social Media Platforms from VC Gallery and PDP Slider

Customers share the product images from the VC gallery on their social media platforms.

The following are compatible social media platforms:

  1. Facebook
  2. Instagram
  3. Twitter
  1. The customer has an account on an e-commerce site.
  2. The customer has an account on any of the compatible social media platforms.
 NA NA
View and Visit Products Associated Slider When a customer visits the product detail page of a product, the slider is displayed. When the customer clicks a slider image, they’re taken to the VC gallery. Product images are uploaded on the slider. NA NA
Upload Product Image from Product Details Page

A customer can upload the product’s image from below on social media platforms on the product detail page slider.

  1. Instagram
  2. Facebook
  3. Twitter
  4. From local storage device
  1. The customer is registered on an e-commerce site.
  2. The customer has a presence on any of the compatible social media platforms.
 NA NA
Visit Product Details Page from Shared Content on Social Media Platforms

A customer returns back to the product detail page when shared content is clicked from any of the social media platforms below:

  1. Facebook
  2. Instagram
  3. Twitter
  4. Pinterest
  1. The customer is registered on an e-commerce site.
  2. The customer has a presence on any of the compatible social media platforms.
 NA NA
Pull Products by Category from E-commerce Site at Annex Cloud The e-commerce admin updates the product catalogue on the back end to pull the product catalogue directly from the e-commerce system without having to export it manually. The admin has access to pull the product catalogue. NA NA

Question and Answers

Feature Name Description Pre-Requisites Configuration Details Reference Documents
Displaying Q&A on the Product Details Page

A customer sees the Q&A tab on the product detail page.

When clicked, the product-related Q&A is shown.
  1. Questions and answers data are available for the selected product.
  2. The e-commerce site has a Q&A section for each product.
 NA NA
Post/Ask a Question A customer writes an answer to a question asked by other customers on site. The e-commerce site has a Q&A section for each product. NA NA
Write an Answer A customer can write an answer to a question asked by other customers on-site. The question is asked about the product and is answered by someone who previously purchased the product. NA NA
Read Q&A A customer reads the questions posted about the selected product.
  1. Related questions and answers are posted by customers on the site.
  2. The e-commerce site has a Q&A section for each product.
 NA NA
Successfully sort the questions & answers A customer sorts the questions and answers on a specific product with sort-by functionality.
  1. Multiple related questions and answers are posted by customers on the site.
  2. The e-commerce site has a Q&A section for each product.
 NA NA

Ratings and Reviews

Feature Name Description Pre-Requisites Configuration Details Reference Documents
Display the average product ratings on the search result page. A customer can see ratings of a product on the search result page. The product should have ratings given by other customers. NA NA
Display the average product ratings and review count on PLP. A product’s average ratings and review count can be viewed on the product listing page. The product should have ratings and reviews given by other customers. NA NA

FAQ

Question - What is a Site ID?

Answer - The unique ID to every e-commerce site for integration with Annex Cloud.

Glossary

Terminology Description
PDP Product Description Page
CP Category Page
PLP Product Listing Page
LEP Annex Cloud Loyalty Experience Platform
RAF Refer a Friend
R&R Ratings and Reviews
VC Visual Commerce
Q&A Question and Answer
API Application Programming Interface
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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