A loyalty Program has two existing partners, a snacks manufacture and a beverages importer. There are two new products that need to be directly associated with the respective partner products within the loyalty partner product section.
The below products have been added to the system and are available under the product objects.
Chocolate cookies, linked with product category snacks
Green soda from beverage importer
Which two steps should an Administrator take to fulfill task with the least effort?
A. Add the partner in the lookup on the snack product
B. Choose ‘’Category’’ option and map the Chocolate cookies to the partner.
C. Add the partner in the Lookup on the Chocolate cookie product.
D. Choose ‘’Product” option and map the green soda to the partner
Explanation: To associate the new products with their respective partners within the
loyalty partner product section, the Administrator should take two steps. For the Chocolate cookies linked with the snack category, the Administrator should add the partner in the Lookup on the Chocolate cookie product. This directly associates the product with the specific partner responsible for the snack category.
Similarly, for the Green soda from the beverage importer, the Administrator should choose the ‘Product’ option and map the Green soda to the partner. This step ensures that the beverage product is correctly associated with the beverage importer, maintaining accurate and organized tracking of partner products within the Loyalty Program. These configurations facilitate seamless management and representation of partner products within the program, enhancing the clarity and efficiency of partner product associations.
A company has recently rolled out a Loyalty Program. The customer support agents need to manually adjust the points for Loyalty Program Members.
On which three Loyalty pages will customer support agents be able to adjust points?
A. Loyalty Program Member page
B. Loyalty Program Member Related List
C. Transaction Journal
D. Account page
E. Contact page
Explanation: Customer support agents can manually adjust points for Loyalty Program Members on the following pages:
Loyalty Program Member page (A): This is the primary interface for viewing and managing individual loyalty program members, including adjusting their points as needed.
Loyalty Program Member Related List (B): This related list, found on related records such as accounts or contacts, provides access to loyalty program member information, including point adjustments.
Transaction Journal (C): The Transaction Journal records all point transactions forloyalty program members, allowing customer support agents to make manual adjustments to points as necessary.
Options D (Account page) and E (Contact page) may provide indirect access to loyalty program member information but are not the primary interfaces for adjusting loyalty program points.
Salesforce documentation on Loyalty Management would detail the interfaces and processes for managing loyalty program members' points, including the roles and permissions required for customer support agents to make adjustments.
A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app.
Which two statement correctly describes how to grant proper access on the user details
page
A. Assign user access to the analytics for Loyalty role.
B. Assign access by checking CRM Analytics plus user
C. Assign user access to permission sets for analytics for Loyalty.
D. Assign the user the analytics profile for analytics for Loyalty.
Explanation: To enable users to access a new analytics app, it's crucial to assign them the
appropriate roles and permission sets. Assigning user access to the analytics for Loyalty role ensures that users are granted the necessary permissions to view and interact with the Loyalty analytics content. This role is designed to encompass the permissions required for accessing and analyzing Loyalty-specific data.
Additionally, assigning user access to permission sets for analytics for Loyalty is an effective way to provide access. Permission sets offer a flexible and granular approach to managing user permissions, allowing Administrators to specify the exact capabilities each user should have within the analytics app. This method ensures that users have access to the appropriate analytics tools and data relevant to their roles and responsibilities within the Loyalty program.
In which two scenarios should an Administrator use member engagement attributes?
A. Member is eligible for ‘Bonus days” if the member constantly speeds more than $500 each month for a year.
B. Member attends three trainings between March 1st and April 30th to get 200 bonus points.
C. Member buys apparel online and gets 400 bonus points if the member belongs to Gold Tier only.
D. Member enrolls in “welcome aboard” promotion for free surprise gift every quarter.
Explanation: In Salesforce Loyalty Management, member engagement attributes are used
to track and reward customer behaviors that are not directly tied to transactions. In the scenarios provided:
Member is eligible for ‘Bonus days” if the member constantly spends more than $500 each month for a year (A): This scenario is ideal for using member engagement attributes to track consistent high spending over a year. The attributes can be used to monitor monthly spending and, once the criteria are met, trigger the bonus days reward.
Member attends three trainings between March 1st and April 30th to get 200 bonus points (B): This is another perfect use case for member engagement attributes. The attributes can be set to track participation in specific events (like training sessions) and award points when the member meets the attendance requirement.
Member buys apparel online and gets 400 bonus points if the member belongs to Gold Tier only (C): This scenario is more about transactional behavior combined with tier status, which might not necessarily require the use of engagement attributes. Instead, this could be managed through regular transactional rules and tier benefits.
Member enrolls in “welcome aboard” promotion for free surprise gift every quarter (D): While engagement attributes could potentially track enrollment in promotions, this scenario seems more straightforward and could be managed through the promotion and voucher functionalities in Salesforce Loyalty Management without the need for engagement attributes.
Engagement attributes are particularly useful for tracking non-purchase behaviors and engagements, providing a flexible tool to reward members for a wide range of activities, enhancing their loyalty and engagement with the program. The Salesforce Loyalty Management documentation provides extensive guidance on configuring and using member engagement attributes effectively.
A Loyalty Manager would like to set up an email-send process in Salesforce Marketing Cloud (SMC) that needs to inform the member via email immediately once a tier change has been applied. The company is using Marketing Cloud Connect.
A solution was proposed to draft a design using a journey process to send the notification email and a new custom object named "Member TierUpdate_ c" that stores the members that are qualified for a tier upgrade.
Which data source options within the journey should a Consultant use to fulfill this design?
A. "Salesforce Data" as the Entry Source, "Loyalty ProgramMember" object as the datasource
B. "Salesforce Data" as the Entry Source, "Contact" object as the data-source
C. "Data-Extension" as the Entry Source, "LoyaltyProgramTier"
D. "Salesforce Data" as the Entry Source, "LoyaltyMember Tier"
Explanation: For integrating a custom object "Member TierUpdate_c" with a journey in Salesforce Marketing Cloud for real-time tier change notifications, the correct data source option is:
Option D "Salesforce Data" as the Entry Source, with the custom object "Member TierUpdate_c" as the data source. This option allows for real-time triggering of journeys in Marketing Cloud based on updates to Salesforce records, in this case, the "Member TierUpdate_c" object which tracks tier upgrades.
Options A and B do not correctly target the custom object designed to track tier changes.
Option C, using a "Data-Extension," would not provide the real-time integration needed for immediate email notifications upon tier changes.
A company has recently rolled out a Loyalty Program with three tiers. The lowest tier is Silver, and the highest tier is Platinum. The company decided to offer Platinum members exclusive access to VIP events.
How should an Administrator configure the Loyalty Program for Platinum members?
A. Set up Members "Exclusive Access to VIP Events" as a Voucher
B. Set up Members "Exclusive Access to VIP Events" as a Member Promotion
C. Set up Members "Exclusive Access to VIP Events" as a Transaction Journal
D. Set up Members "Exclusive Access to VIP Events" as a Loyalty Tier Benefit
Explanation: To offer Platinum members exclusive access to VIP events, an Administrator
should Set up Members "Exclusive Access to VIP Events" as a Loyalty Tier Benefit (D). Configuring this exclusive access as a tier benefit specifically for Platinum members allows for clear differentiation of tiers and provides a compelling incentive for members to reach and maintain the Platinum tier. This setup ensures that the highest-tier members receive appropriate recognition and rewards, enhancing their loyalty and engagement with the program.
Options A (Voucher), B (Member Promotion), and C (Transaction Journal) do not accurately represent the method for providing exclusive event access as a distinct benefit of attaining the Platinum tier within a loyalty program.
When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?
A. Assign Analytics for Loyalty User Permissions.
B. Create standard Salesforce reports and dashboard
C. Schedule dataflow for the analytics
D. Create an App using existing templates
E. Install CRM Analytics package
A Consultant needs to design a new tier-upgrade process for a new Loyalty Program. The custom object to store the qualified members and a batch job is identified for this process.
Which two components should the Consultant select for this process?
A. A flow to perform both tier-upgrade rule and tier-upgrade orchestration process
B. A flow to schedule and process the custom object's pending records and another flow to perform tier-upgrade orchestration process
C. A flow to perform the tier-upgrade rule and another flow to perform the tier-upgrade orchestration process
D. A data-processing-engine (DPE) to identify the qualified members
Explanation: For designing a new tier-upgrade process in a Loyalty Program, the
Consultant should select:
A flow to perform the tier-upgrade rule and another flow to perform the tierupgrade orchestration process (C): This approach allows for the separation of concerns, where one flow is responsible for evaluating whether members meet the criteria for a tier upgrade, and another flow is responsible for the actual process of upgrading the member's tier. This modular design improves maintainability and scalability.
A data-processing-engine (DPE) to identify the qualified members (D): The DPE can efficiently process large sets of member data to identify those who qualify for a tier upgrade based on the program's criteria. This component is crucial for automating the tier-upgrade process at scale, especially in programs with a significant number of members.
Option A combines both processes into a single flow, which could become complex and harder to maintain. Option B suggests using a single flow for scheduling and processing, which might not offer the required flexibility and efficiency for handling complex tierupgrade criteria and orchestration.
Salesforce documentation on Loyalty Management provides guidelines on leveraging Flow and DPE for automating and orchestrating various loyalty program processes, including tier upgrades.
The Loyalty Administrator for Northern Trail Outfitters (NTO) defines Basic and Premium as the two Tiers for its Insider program. They want to define a free product sample for all members in Premium Tier.
How does NTO configure tiers within the Loyalty Program to give vouchers for members in the Premium Tier?
A. Voucher Management and Benefit Action
B. Voucher Management and Benefits Setup
C. Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration
D. Voucher Management; Benefits Setup (in Program console); Benefit Action to process benefits
Explanation: To configure tiers within the Loyalty Program at Northern Trail Outfitters (NTO) for giving vouchers to members in the Premium Tier, the configuration involves Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration (C). This comprehensive approach allows for the creation and management of vouchers as benefits associated with the Premium Tier, the setup of these benefits within the Loyalty Program console to specify the conditions and entitlements, and the use of Salesforce Flow for orchestrating the process of issuing vouchers to qualifying members.
This method ensures that vouchers are systematically managed, associated with the correct tier and member eligibility criteria, and efficiently distributed to members through automated processes, enhancing the value and appeal of the Premium Tier. Salesforce documentation on Loyalty Management would detail the steps for setting up and managing tier-based benefits, including the use of Voucher Management and Flow for effective benefit administration and member engagement.
A hotel group has implemented a Loyalty Member Portal for its program members, but some members are experiencing issues accessing their Loyalty Program-specific records on the portal.
What should an Administrator do to ensure the Loyalty members can access Loyalty record
information when using the portal?
A. Using Experience Cloud sharing sets, specify Account as the object of your sharing set
B. Ensure the Allow using standard external profiles for self-registration, user creation, and login' is enabled
C. In the Partner Account record, 'Enable Customer User" on the Contact associated
D. For the Loyalty Member, 'Enable Customer User' on the Contact or "Enable Partner User' on the Account
E. Ensure the 'Allow using customer profiles for self-registration, user creation, and login' is enabled
Explanation: To ensure Loyalty members can access their program-specific records on
the Loyalty Member Portal, an Administrator should:
Using Experience Cloud sharing sets, specify Account as the object of your sharing set (A): Sharing sets in Experience Cloud allow you to define access rules for external users based on their relationship to records in Salesforce. Specifying Account as the object in a sharing set can enable portal users to access their Loyalty Program information if their portal user account is linked to their Account record in Salesforce.
For the Loyalty Member, 'Enable Customer User' on the Contact or 'Enable Partner User' on the Account (D): Enabling a Customer or Partner User on the Contact or Account associated with the Loyalty Member allows that individual to access the portal. This step is crucial for granting Loyalty Program members the ability to log in and view their Loyalty Program-specific information.
Options B and C, while related to portal access and user setup, do not directly address the specific requirement of accessing Loyalty Program information. Option E is also relevant but more focused on enabling self-registration and user creation/login processes rather than directly impacting access to Loyalty record information.
Salesforce documentation on Experience Cloud and Loyalty Management would provide guidance on setting up and configuring access for Loyalty Program members to view their information on a member portal, ensuring a seamless user experience.
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