Prepaid Package Redemption Implementation in Salesforce Commerce

Abstract

The Prepaid Package Redemption functionality enables users to purchase prepaid packages containing predefined hours and utilize those hours for future course enrollments.

The objective of this implementation is to provide a flexible payment mechanism where users can purchase a Prepaid package in advance and redeem the available balance while purchasing eligible courses.

The solution supports complete redemption and partial redemption scenarios. If the available prepaid balance is sufficient, the course amount is fully covered using prepaid hours. If the available balance is insufficient, the remaining amount is automatically calculated as a top-up payment.

This implementation provides automated prepaid balance management, parent-child product validation, redemption calculation, top-up handling, and balance deduction after successful order completion.

Solution

The Prepaid Package solution is implemented using a parent-child product relationship.

The prepaid package is configured as the Parent Product, and the courses that can be purchased using the prepaid balance are configured as Child Products.

Example:

The relationship between parent and child products determines which courses are eligible for prepaid redemption.

Prepaid Package Purchase Flow

When a user purchases a prepaid package, the system creates a prepaid balance record after successful order completion.

The prepaid balance record stores:

• Account information
• Prepaid Package details
• Purchased hours
• Available balance hours
• Package expiry date
• Rate per hour

The purchased product hours become the available prepaid balance for future redemption.

Prepaid Balance Calculation

The prepaid balance is calculated based on the package configuration.

Available Prepaid Balance Calculation: Total Prepaid Balance = Product Hours

Rate Per Hour Calculation

The Rate/HR value is calculated based on the final purchase amount.

Formula:

Rate/HR = Final Purchase Amount ÷ Total Product Hours

Example:

If a voucher code or discount is applied during purchase, the discounted final amount is considered for Rate/HR calculation. This ensures the prepaid value reflects the actual amount paid by the customer.

Prepaid Redemption Flow

The redemption process allows users to utilize the available prepaid balance while purchasing eligible child courses.

The redemption flow starts when the user selects a course during checkout.

The system performs the following validations:

1. Identify selected child product.
2. Find related prepaid parent package.
3. Retrieve available prepaid balance.
4. Calculate required course hours.
5. Compare available balance with required hours.
6. Apply redemption or create top-up amount.

Step-by-Step Guide

Step 1: Configure Parent and Child Product Mapping

Before redemption, products must be mapped. The prepaid package is configured as the parent product, and eligible courses are mapped as child products.

Example:

• Parent: Flexi Package - 100 Hours
• Child: Salesforce Admin, Salesforce Development, Salesforce Consultant

Only mapped child products can use prepaid redemption.

Step 2: Purchase Prepaid Package

The user purchases the prepaid package.

After successful payment:

• Order is created.
• Purchased product hours are identified.
• Prepaid balance record is created.
• Available hours are stored against the account.

Example: Purchased Package = 50 Hours → Created Prepaid Balance: Total Balance = 50 Hours

Step 3: Select Course During Checkout

The user selects a course that is mapped under the prepaid package.

Example: Selected Course = 20-hour Package, Required Hours = 7 Hours

The system checks whether this course is eligible for prepaid redemption.

Step 4: Select Prepaid Package

During checkout, available prepaid packages are displayed. The user selects the required prepaid package.

Example: Available Package = 20-hour Package, Total Balance = 20 Hours

Step 5: Calculate Redemption

The system compares available prepaid hours with course required hours.

Scenario 1: Full Redemption

Result: Course is fully covered. No additional payment required.

Step 6: Calculate Top-up

If available balance is insufficient, the system calculates the remaining amount.

Result: 13 hours are deducted from the prepaid balance. The remaining 2 hours are converted into a top-up amount. The customer pays only the remaining amount of 96.

Step 7: Cart Update

After redemption calculation, cart details are updated. The system maintains:

Redeem Cart Item — stores: selected course, prepaid package reference, redeemed amount, redeemed hours.

Top-up Cart Item — stores: remaining payable amount, additional required hours, top-up details.

This separation helps maintain accurate cart calculations.

Step 8: Apply Discount and Recalculate Tax

After applying redemption, the system updates cart pricing.

Process:

1. Remove previous redeem adjustments.
2. Apply new redemption discount.
3. Update cart total.
4. Recalculate tax based on updated amount.

This ensures the checkout amount reflects the actual payable value.

Step 9: Complete Order and Deduct Balance

After successful order placement, the redeemed hours are deducted from the prepaid balance record.

The remaining balance can be used for future course registrations.

Prepaid Redemption Architecture Flow

Product Configuration
        |
   Parent Product
     (Package)
        |
Child Product Mapping
     (Courses)
        |
Prepaid Package Purchase
        |
Create Prepaid Balance
        |
   Course Selection
        |
Validate Parent-Child Mapping
        |
  Calculate Redemption
        |
Full Redemption / Top-up
        |
   Update Cart & Tax
        |
   Order Completion
        |
  Deduct Prepaid Balance

Conclusion

The Prepaid Package Redemption implementation provides an efficient way for users to manage prepaid learning hours and utilize them for future course registrations.

Advantages

• Automated prepaid balance tracking.
• Supports complete and partial redemption.
• Reduces manual payment processing.
• Provides accurate balance deduction.
• Handles top-up payments automatically.
• Maintains clear parent-child product relationships.

Limitations

• Redemption is possible only for mapped child products.
• Incorrect product mapping may prevent redemption.
• Prepaid balance availability must be maintained accurately.

Overall, this solution provides a flexible prepaid payment experience while ensuring accurate balance management throughout the commerce lifecycle.