Audience and Scope

If you administer or manage the implementation of Oracle Loyalty, such as members and transactions, or Computer Telephony Integration (CTI), then this is the guide for you.

Let's look at the permissions you need to implement Oracle Loyalty. You must be able to perform these tasks:

• Create, review, and define specific elements of your loyalty program for your enrolled members and their respective transactions.

• You must use this guide with the Oracle CX Sales Getting Started with Your Sales Implementation and Oracle B2B Service Implementing B2B Service guides.

Before you start implementing Oracle Loyalty, you must be familiar with all the functionality provided with Oracle CX Sales and B2B Service. If you want to know more about best practices to help you improve performance in Oracle Loyalty, familiarize yourself with the Understanding Import and Export Management for CX Sales and B2B Service guide, and also Oracle Sales Cloud Optimizing Performance (Document 2420396.2) available on My Oracle Support.