> ## Documentation Index
> Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Loyalty Onboarding Guide for Xoxoday Plum

This guide outlines the steps required to integrate Xoxoday Plum with **Salesforce Loyalty Cloud. By completing this onboarding process, customers can seamlessly connect their Salesforce Loyalty account** with Xoxoday to enable automated rewards and incentives.

***

## Step 1: Logging into Salesforce Loyalty Cloud

* Open a web browser and navigate to your **Salesforce Loyalty Cloud login page**.

* Enter your **username and password, then click Login**.

* Ensure that you have the necessary **admin permissions** to install external apps.

***

## Step 2: Installing the Xoxoday App Package in Salesforce

* Navigate to Salesforce AppExchange and search for the **Xoxoday Plum Integration Package**, or use the link below:​[Xoxoday Plum, Version 1.5](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ3000000kaLr)

* Choose the Salesforce environment (Production or **Sandbox**) where you want to install the package.

* Follow the **on-screen prompts** to complete the installation.

* Once installed, ensure that all **necessary permissions** are granted for the app to function properly.

## <img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/38e0e8d8a2c212562fc6ca18401697854de204ee1e3646bc9ffe6a6899d46d6e-Screenshot_2025-02-18_at_5_23_27_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=12c303d6e15f796b857fce5ab9459e53" alt="Installing Xoxoday Plum" width="2390" height="1422" data-path="images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/38e0e8d8a2c212562fc6ca18401697854de204ee1e3646bc9ffe6a6899d46d6e-Screenshot_2025-02-18_at_5_23_27_PM.png" />

## Step 3: Connecting Salesforce Loyalty Cloud with Xoxoday Plum

## 3.1. Logging into Xoxoday Plum

* Open a new browser tab and navigate to **Xoxoday Plum**.

* Enter your **Xoxoday login credentials** and sign in.

## 3.2. Navigating to the Integration Page

* Once logged in, go to the Integration page from the **Xoxoday dashboard**.

* Locate the **Salesforce Loyalty** card in the list of available integrations.

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/32c442db50c12017b3ad85dc90b8ecdb790897bc61d891a656871f3d625dc6a3-Screenshot_2025-02-18_at_5_25_48_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=4db8aa98c900e03faac30131312ed737" alt="Salesforce Loyalty Integration Card" width="2382" height="1308" data-path="images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/32c442db50c12017b3ad85dc90b8ecdb790897bc61d891a656871f3d625dc6a3-Screenshot_2025-02-18_at_5_25_48_PM.png" />

## 3.3. Initiating the Connection

* Click the Connect button on the **Salesforce Loyalty integration card**.

* You will be redirected to the **Salesforce login page**.

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/6e6dfdac45ff644d37eac4634440b27bedd18484782bf0c881d74cf0f3e14a09-Screenshot_2025-02-18_at_5_25_48_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=01c9b9909f01fb62ef822ed959abd8a3" alt="Salesforce Loyalty Connect Button" width="2382" height="1308" data-path="images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/6e6dfdac45ff644d37eac4634440b27bedd18484782bf0c881d74cf0f3e14a09-Screenshot_2025-02-18_at_5_25_48_PM.png" />

## 3.4. Logging into Salesforce Loyalty

* Enter your Salesforce Loyalty credentials and click **Login**.

* After successful authentication, you will be prompted to **approve permissions**.

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/45649a3a4c6a10af1cf95eadea6c661c76dc19ff7b37841dcb5c2f4bd187aeb8-Screenshot_2025-02-20_at_4_33_56_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=e7ef42685b960ebf1345993854afadad" alt="Salesforce Authorization Screen" width="2936" height="1718" data-path="images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/45649a3a4c6a10af1cf95eadea6c661c76dc19ff7b37841dcb5c2f4bd187aeb8-Screenshot_2025-02-20_at_4_33_56_PM.png" />

## 3.5. Approving Permissions

* Review the list of permissions required for Xoxoday to function within **Salesforce Loyalty**.

* Click **Allow** to grant access.

## <img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/a696e3f898186f7bf6373dc2902fa6fbcd70845a0753aadfbfb6c5a60a998f7f-Screenshot_2025-02-18_at_5_50_22_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=80578e83397de16496c7ce723eab5773" alt="" width="2362" height="1302" data-path="images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/a696e3f898186f7bf6373dc2902fa6fbcd70845a0753aadfbfb6c5a60a998f7f-Screenshot_2025-02-18_at_5_50_22_PM.png" />

## Final Steps & Confirmation

* Once the connection is **approved, you will be redirected back to Xoxoday Plum**.

* A **confirmation message** will indicate that the integration has been successfully established.

* The Salesforce Loyalty Integration Card on Xoxoday will now show a **Connected** status.

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/e37facb3eb15c36e38977d8fd253dce6e7a6a483b7844f8d7dd668eff7569cb2-Screenshot_2025-02-18_at_5_50_55_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=b7213335510a20b0451ed115f22201f7" alt="" width="2362" height="964" data-path="images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/e37facb3eb15c36e38977d8fd253dce6e7a6a483b7844f8d7dd668eff7569cb2-Screenshot_2025-02-18_at_5_50_55_PM.png" />

This completes the Salesforce Loyalty & Xoxoday Plum integration. Your users can now seamlessly redeem **loyalty rewards** using Xoxoday’s marketplace.

## Standard Workflow for Salesforce Loyalty Cloud Integration

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/Screenshot_2026-02-10_at_6_12_46_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=cde50d3bab7e8059f584dccf4c94001f" alt="" width="1304" height="1550" data-path="images/intercom/help-center-integrations-salesforce-loyalty-cloud-salesforce-loyalty-onboarding-guide-for-xoxoday-plum-10660582/Screenshot_2026-02-10_at_6_12_46_PM.png" />
