A company has recently rolled out the Loyalty Program in the production environment. The Loyalty Manager is unable to edit any Loyalty Management…

The "Loyalty Management" permission set license is the foundational requirement for any user to access and interact with Loyalty Management features and objects. This license grants the user the entitlement to be assigned specific permission sets, such as "Loyalty Management Manager" or "Loyalty Management Admin," which in turn provide the necessary Create, Read, Update, and Delete (CRUD) permissions on Loyalty Management objects. Without the underlying permission set license, a user cannot be granted the permissions needed to edit loyalty program records, even if they are assigned a relevant profile or permission set.

A. CLAAnalytics Base User: This permission set license is for users of CRM Analytics (formerly Tableau CRM) and does not grant permissions to edit core Loyalty Management objects.

C. Data Pipelines Base User: This license is for users who work with Salesforce Data Pipelines for data ingestion and transformation, which is separate from managing loyalty program records.

D. CLAAnalytics Base Admin: This permission set license is for administrators of CRM Analytics (formerly Tableau CRM), not for managing the Loyalty Management application itself.

1. Salesforce Help, Loyalty Management > Set Up and Maintain > Set Up Your Org for Loyalty Management > Assign Permission Sets for Loyalty Management: "To use Loyalty Management, users require the Loyalty Management permission set license. The permission set license grants users access to objects, components, and other features of Loyalty Management." This document explicitly states the necessity of this specific license.

2. Salesforce Help, Loyalty Management > Set Up and Maintain > Set Up Your Org for Loyalty Management > Loyalty Management User Permissions: This page details the standard permission sets available. It notes that the "Loyalty Management Manager" permission set provides "Create, Read, and Update access to Loyalty Management objects," but this can only be assigned to a user who first has the "Loyalty Management" permission set license.

3. Salesforce Help, CRM Analytics > Set Up CRM Analytics > Assign CRM Analytics Permission Set Licenses: This document describes the purpose of the "CRM Analytics Plus Admin" (formerly Einstein Analytics, which used the CLA prefix) and "CRM Analytics Plus User" licenses, confirming they are for analytics platform administration and usage, not Loyalty Management.