Salesforce Sales Cloud Features Document

Updated at April 16th, 2025

Objective

The purpose of this document is to outline the features supported by Salesforce Sales Cloud using Annex Cloud's customer loyalty module.

Supported Versions

Supported Versions	Certified Versions
Classic	NA
Lightening App	NA

Salesforce Sales Cloud Supported Features

The following is a list of features supported by Salesforce Sales Cloud when using Annex Cloud's customer loyalty module.

Loyalty Features

Feature Name	Description	Pre-Requisites	Configuration Details
Configuration of Annex Cloud Site in SFSC	Admin or sales representatives can configure the Annex Cloud site settings in SFSC to enable the loyalty program.	Customer account must be present in the CRM. Annex Cloud loyalty must be integrated with the CRM.	The following fields can be configured: Loyalty Configuration Settings Name (For example, Company name) Access Token Endpoint URL Site ID Create Account Action ID Point Ratio
Enrolling a Customer into the Loyalty Program	Admin or sales representatives can enroll a customer into the loyalty program within SFSC.	Customer accounts must exist in Salesforce Sales Cloud. Customer should not already be enrolled in the loyalty program.	NA
Display of Customer’s Loyalty Information in the Customer Details Tab	Displays customer loyalty information such as points, tier, and anniversary date in the Customer Details tab.	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program.	Loyalty points information Tier information Anniversary date Fields related to loyalty and tier information can be configured as needed.
Edit Customer’s Loyalty Information in the Customer Details Tab	Admin or sales representatives can edit a customer’s loyalty information directly in the Customer Details tab.	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program.	Editable fields related to loyalty and tier information can be configured as needed.
Display of Customer’s Loyalty Membership Details in the Loyalty Dashboard	Displays customer loyalty membership details in the User Information tab of the loyalty dashboard.	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program.	NA
Display of Customer’s Loyalty Activity in the Loyalty Dashboard	Displays all the loyalty activities performed by the customer, including points earned, in the Activity tab of the loyalty dashboard.	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program. Customer must perform at least one loyalty activity.	NA
Display of Customer’s Loyalty Points Information in the Loyalty Dashboard	Displays all the loyalty points information of a customer in the Loyalty Information tab of the loyalty dashboard.	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program. Customer must have earned loyalty points by performing any loyalty activity.	NA
Opt-out a Customer from the Loyalty Program	Admin or sales representatives can remove a customer from the loyalty program via the opt-out loyalty option in the User Information tab of the loyalty dashboard.	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program.	NA
Credit or Debit Loyalty Points from a Customer’s Account	Admin or sales representatives can credit or debit loyalty points from a customer’s account using the credit debit points button in the Loyalty Information tab of the loyalty dashboard.	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program.	NA
Display Loyalty Transactions Related to a Particular Order	Displays loyalty transactions associated with specific orders, such as: Order Placed Order Cancelled or Return Order Partially Cancelled or Return Order Delivered These transactions appear in the Transaction tab of the order section.	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program. Customer must do at least one order related transaction.	Transaction status can be configured as needed.
Display Loyalty Points Information for a Particular Order in the Loyalty Transaction Edit Section	Displays detailed loyalty points information for a specific order in the edit section of the loyalty transaction, such as: Points Awarded Available Points Lifetime Points Redeem Points Points on Hold	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program. Customer must have performed at least one transaction.	Transaction status can be configured as needed.
Adding a New Loyalty Transaction Status for a Particular Order	Admin or sales representatives can add new loyalty transaction status for a specific order, such as: New Canceled Return or Cancelled Partially Return or Cancelled Redeem This can be done by clicking the New in the Transaction tab for that order.	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program. Customer must have performed at least one transaction.	Transaction status can be configured as needed.
Editing an Existing Loyalty Transaction Status for a Particular Order	Admin or sales representatives can edit an existing loyalty transaction status for a specific order, such as: New Canceled Return or Cancelled Partially Return or Cancelled Redeem This can be done by clicking the Edit button next to the transaction in the Transaction tab.	Customer accounts must exist in Salesforce Sales Cloud. Customer must be enrolled in the loyalty program. Customer must have performed at least one transaction.	Transaction status can be configured as needed.
Display of Failed Loyalty Transaction Records	All failed loyalty transactions are captured and displayed in a separate tab in Salesforce Sales Cloud. Admin or sales representatives can view the details of these failed transactions.	Customer must have performed at least one transaction. A loyalty transaction must have failed.	The level of detail displayed for failed transactions can be configured as needed.

Upcoming Features

FAQ

Q: What is a Site ID?
A: A unique ID assigned to every ecommerce site that integrates with Annex Cloud

Glossary

Terminology	Description
SFSC	Salesforce Sales Cloud
AC	Annex Cloud
API	Application Programming Interface