Salesforce-Loyalty-Management Exam Questions

Total 104 Questions

Last Updated Exam : 22-Nov-2024

An IT Administrator has received a request from the Customer Service team to enable agents to view the Loyalty Program Member information on a Case record in Service Cloud.

What steps should the Administrator take to configure this?


A. On the Case Page Layout, the Related Record component should be added with the 'First Lookup' selected as the 'Loyalty Program 0 Member'


B. On the Case Page Layout, the View Member Profile' component should be added and the required Related Lists from Loyalty Program ® Member should be selected


C. On the Case Page Layout, the Loyalty Program Member Related Lists are available and should be directly embedded to show the Loyalty information


D. On the Case Page Layout, the View Related Membership' action should be added to the Highlights panel and the Loyalty information to be displayed should be selected





B.
  On the Case Page Layout, the View Member Profile' component should be added and the required Related Lists from Loyalty Program ® Member should be selected

Explanation: To enable agents to view Loyalty Program Member information on a Case record in Service Cloud, the IT Administrator should On the Case Page Layout, add the 'View Member Profile' component and select the required Related Lists from Loyalty Program Member (B). This component allows for the display of relevant Loyalty Program Member information directly within the context of a Case record, enhancing the service agent's ability to access pertinent loyalty information while managing customer cases.

What is the most efficient way to automatically reset qualifying points for high volume Loyalty Programs?


A. The reset period is defined at the Tier Group level; Loyalty Management will automatically process it every night to ensure efficient point calculation


B. Use the out-of-the-box ‘Reset Qualifying Points” data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.


C. Create Schedule-Triggered Flow that to be executed every night This flow will scan the expired reset Period at the Group Level and rese the points using the out-of-the-box Reset point flow action


D. Develop an Apex Time Trigger to scan all Member Currencies and reset Qualifying points every time a reset period has expire





B.
  Use the out-of-the-box ‘Reset Qualifying Points” data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.

Explanation: The most efficient way to automatically reset qualifying points for highvolume Loyalty Programs is to use the out-of-the-box ‘Reset Qualifying Points’ data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow. This method leverages Salesforce's built-in capabilities to manage the reset process without the need for custom code. The data processing engine is designed to handle large volumes of data efficiently, ensuring that the points reset process is completed accurately and timely across all relevant member accounts.

For the integration of Loyalty Management and Service Cloud, which two methods should a Technical Consultant use for associating a Loyalty Program Member with a Case?


A. Add the loyalty Program Members' related list on the Case page layout


B. Add the 'Create Case' action on the Loyalty Program Member page layout


C. Add the 'Associate Program Member' action on Case page layout


D. Add the 'Cases' related list on the Loyalty Program Member page layout





A.
  Add the loyalty Program Members' related list on the Case page layout

D.
  Add the 'Cases' related list on the Loyalty Program Member page layout

Cloud Kicks has tasked its Loyalty Manager consultant with setting up its new Loyalty Management program. The business requirement is to provide its customer base, who are heavy mobile users with access to member program information.
Using existing capabilities available in Loyalty Management, what should the consultant do to fulfill this business requirement?


A. Enable Experience Cloud and customize the Loyalty Member Portal


B. Create and implement a feature-rich Loyalty Member Mobile App


C. Install the Salesforce Loyalty Member Mobile App


D. Configure either Service Cloud or Sales Cloud to establish the customer mobile experience





A.
  Enable Experience Cloud and customize the Loyalty Member Portal

Explanation: To provide Cloud Kicks' customer base, who are heavy mobile users, with access to member program information, the consultant should Enable Experience Cloud and customize the Loyalty Member Portal (A). Experience Cloud (formerly known as Community Cloud) allows for the creation of branded, mobile-responsive portals that can be customized to meet specific business needs, including providing loyalty program members with access to their program information, account status, rewards, and more. This approach leverages existing Salesforce capabilities and does not require the development of a new mobile app, making it a cost-effective and efficient solution.

A customer from an airline Loyalty program purchases a ticket, which will accrue qualifying and non-qualifying points according to the Loyalty rules.

Which two automations can be used to set up transactions and points accrual?


A. Evaluation Flow


B. Autolaunched Flow (No Trigger)


C. Schedule-Triggered Flow


D. Screen Flow





A.
  Evaluation Flow

C.
  Schedule-Triggered Flow

Explanation: In the context of Salesforce Loyalty Management, when setting up transactions and points accrual for a customer purchasing a ticket in an airline loyalty program, the appropriate automations are Evaluation Flow and Schedule-Triggered Flow. Evaluation Flow: This automation can be set up to evaluate transactions as they occur, applying loyalty program rules to determine if the transaction qualifies for point accrual and, if so, how many points should be awarded. This is crucial for real-time processing and immediate feedback to loyalty program members.
Schedule-Triggered Flow: This type of automation is used to evaluate transactions on a scheduled basis, which can be daily, weekly, or any other predefined schedule. It is useful for batch processing transactions, such as nightly batch jobs that process all transactions from the day and apply loyalty points accordingly. The use of Autolaunched Flow (No Trigger) and Screen Flow would not be as appropriate in this scenario. Autolaunched Flows without a trigger require manual initiation or a programmatic event, which might not be efficient for real-time transaction processing. Screen Flows are interactive and require user input, which is not suitable for automated transaction and points accrual processing.

The Loyalty Administrator for Northern Trail Outfitters (NTO) insider program defines tier groups- Status Tier Group with a Fixed model and period of one year.
The three tier are defined =Silver (base), Golden (next tier), and Platinum (the highest tier) Extend Expiration for this tier group is Qualifying Points Reset Date.
A member joins NTO insider in the Silver tier and, after a year of engagement, gets upgraded to the Gold tier on March 16 2023.
Which date would be the new Expiry date or this member after the tier is upgraded to Gold?


A. December 31, 2024


B. March 31 2024


C. December 31, 2023


D. March 16, 2020.





B.
  March 31 2024

Explanation: The new expiry date for the member after being upgraded to the Gold tier would be March 31, 2024. In Salesforce Loyalty Management, when a member is upgraded to a new tier, the expiry date is set based on the tier's fixed model and period. Since the member was upgraded on March 16, 2023, and the period is one year, the new expiry date aligns with the end of the month following the one-year anniversary of the upgrade, which is March 31, 2024.

A sports clothing and accessories retailer is setting up a new Loyalty program. The company wants an effective way to create urgency in its Loyalty program members to return to purchase and redeem their points within a specified period. The entire points balance expires if a member's last activity, including any purchase or points redemption, reaches 18 months.

What steps should a Loyalty Consultant follow to meet the retailer's requirement when implementing the new Loyalty program?


A. Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'


B. Set up a Qualifying Points currency and apply the expiration model 'Activity Model'


C. Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'


D. Set up a Qualifying Points currency and apply the expiration model 'Fixed Model'





C.
  Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'

Explanation: To create urgency for Loyalty program members to return and redeem their points within a specified period, where the entire points balance expires if a member's last activity reaches 18 months, the Loyalty Consultant should:
Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model' (C): This setup allows for the expiration of Non-Qualifying Points based on member activity, specifically if there is no purchase or points redemption activity within an 18-month period. The Activity Model is used to track the last activity date and trigger expiration based on this inactivity period. Setting up a Non-Qualifying Points currency with a 'Fixed Model' expiration (option A), a Qualifying Points currency with either 'Activity Model' (option B) or 'Fixed Model' expiration (option D), would not meet the retailer's requirement for creating urgency based on the last activity.
Salesforce documentation on Loyalty Management would provide guidance on configuring expiration models for loyalty currencies, ensuring that program objectives, such as encouraging regular member engagement, are achieved.

A Loyalty member has achieved enough points for Gold tier status; however, the member reports some benefits are missing.
What should the Administrator do to troubleshoot and correct the error?


A. Confirm the member is assign to the correct tier and that tier has benefits


B. Adjust points on the member record to trigger member benefits actions


C. Confirm the program and member are in an active status


D. Issue a promotion to the member of the mission benefits





A.
  Confirm the member is assign to the correct tier and that tier has benefits

Explanation: To troubleshoot and correct the issue of a Loyalty member missing benefits despite achieving Gold tier status, the Administrator should first confirm that the member is assigned to the correct tier and that the tier includes the expected benefits. This involves checking the member's tier assignment within the Loyalty Program to ensure it reflects their Gold status and reviewing the associated tier benefits to confirm they are correctly configured and active. This step is crucial in identifying any discrepancies or issues in tier assignment or benefit configuration that may be causing the member to miss out on their entitled benefits.

Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the Loyalty program. The consultant needs to add a program partner.

Which fields are required to set up a partner?


A. Name, Partnership Start Data, Industry, Status, Billing Type


B. Name, Program, Program Partnership Category, Type, Billing Type


C. Name, Partnership Start Data, Billing Type, Status, Type


D. Name, Partnership Start Data, Industry, Status, Type





B.
  Name, Program, Program Partnership Category, Type, Billing Type

Explanation: When adding a program partner in Salesforce Loyalty Management, the required fields include:
Name, Program, Program Partnership Category, Type, Billing Type (B): This combination of fields ensures that a program partner is properly defined and categorized within the Loyalty Management system.
Options A, C, and D include fields like "Partnership Start Data," "Industry," and "Status," which, while important, are not the core required fields for initially setting up a program partner in Salesforce Loyalty Management.
Salesforce Loyalty Management documentation provides comprehensive details on setting up program partners, including the required fields and best practices for managing partnerships to enhance member engagement and program value.

Universal Containers (UC) plans to implement Loyalty Management and change its current strategy of giving benefits to all members equally. UC wants to use its Loyalty program to build a network of brand advocates-people who are willing to endorse the UC brand because of positive experiences.

Which three ways can Loyalty Management help to fulfill the new strategy?


A. Send promotions at the right time to the right program members using Salesforce CDP's market segmentation capabilities


B. Define a transactional point-based program, in which one point is earn for every dollar spent


C. Create a Loyalty program tier with member benefits to keep customers engaged.


D. Issue tickets to a concert to any Loyalty member that posts a product review on social media


E. Maintain a Loyalty solution on separate systems (Loyalty Management for accruals and an External Analytics system) to ensure data integrity





A.
  Send promotions at the right time to the right program members using Salesforce CDP's market segmentation capabilities

C.
  Create a Loyalty program tier with member benefits to keep customers engaged.

D.
  Issue tickets to a concert to any Loyalty member that posts a product review on social media


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