Salesforce Loyalty Management in Summer '26: Point Tracking, Expiration Control, and Promotion Budgets
Salesforce Loyalty Management updates in Summer '26 — trace redeemed points for activity-based currencies, control point expiration and reinstatement, manage promotion budgets, and require enrollment to optimize promotion strategy.
Loyalty programs live and die on two things: accurate liability tracking and well-targeted promotions. Summer '26 sharpens both for Salesforce Loyalty Management. Here's what loyalty and marketing teams should know.
Trace points to their source for cleaner liability tracking
You can now trace the source of redeemed points for activity-based currencies — tracking liabilities across partners and promotions. For program managers, point liability is a real financial obligation, and being able to attribute redemptions back to their source brings much-needed clarity to the books and to partner settlements.
Take control of point expiration
Expiration rules drive both engagement and liability, and Summer '26 gives you finer control:
- Specify which activities extend point expiration dates — reward the behaviors you actually want to encourage.
- Extend expiration dates and reinstate points — give customers flexibility (and recover goodwill) when it makes sense.
Together these let you tune the balance between keeping members engaged and managing outstanding liability.
Manage promotion budgets and eligibility
On the promotions side:
- Manage and organize promotion budgets — keep loyalty spend under control.
- Set up pricing procedures for promotion evaluation easily using Salesforce Go — a guided setup path for promotion pricing.
- Optimize your promotion strategy by requiring customer enrollment and limiting eligibility — target promotions precisely instead of spraying them broadly.
Requiring enrollment and limiting eligibility is a quiet but powerful lever: it concentrates promotional value where it drives the most incremental behavior.
Related: Referral Marketing
Alongside Loyalty, Referral Marketing adds the ability to organize and manage budgets for promotions and campaigns — keeping referral spend as disciplined as your loyalty spend.
Frequently asked questions
Can I track where redeemed points came from? Yes. You can trace the source of redeemed points for activity-based currencies, tracking liabilities across partners and promotions.
Can I control point expiration? Yes — specify which activities extend expiration dates, and extend or reinstate points to give customers flexibility.
How do I manage promotion spend? Manage and organize promotion budgets, and set up promotion pricing procedures using Salesforce Go.
How do I make promotions more targeted? Require customer enrollment and limit eligibility to focus promotions on the members most likely to respond.
The bottom line
Loyalty Management in Summer '26 is about control: trace point liability to its source, fine-tune expiration, and run disciplined, well-targeted promotions with managed budgets and enrollment requirements. For program managers, the point-source tracing and eligibility controls are the highest-value additions.
Part of the marketing suite — see our Marketing Cloud Next guide.