When can loyalty ledgers be archived according to Salesforce guidelines?

The correct answer is that loyalty ledgers can be archived after the currency escrow period. This is significant because the currency escrow period is a defined timeframe during which points or loyalty currencies are held before they can be utilized or expire. Archiving ledgers after this period ensures that all pending transactions and point accruals are resolved and documented before permanently moving them to an archived state.

This archiving approach aligns with best practices for data management as it allows organizations to maintain an accurate and accessible record of loyalty transactions while managing data storage efficiently. Archiving too early, such as arbitrarily at any time or before the escrow period ends, could lead to the loss of important transaction data or unresolved points, which could impact customer experiences and reporting.

Establishing a timeframe like two years for archiving might seem reasonable, but it doesn't consider the specific dynamics and requirements of loyalty programs that are governed by escrow periods. This ensures all relevant customer information is retained for sufficient durations to satisfy reporting and service commitments.