B.   LoyaltyLedger

C.   Contact Record

E.   LoyaltyMemberTier

Explanation: To meet the hotel group’s requirements for providing live updates to Loyalty members about their program membership without complex customization, the following three tasks should be implemented:
LoyaltyLedger: This feature allows members to view their points balance and transaction history1. It is a key component of the Loyalty Management product that tracks the accumulation and redemption of loyalty points, which is essential for members to stay informed about their membership status.
Contact Record: Maintaining up-to-date contact records is crucial as it ensures that members can receive notifications and access their membership details1. The contact record in Salesforce is the central repository of member information, which can be used to personalize communication and provide members with relevant updates.
LoyaltyMemberTier: Implementing the LoyaltyMemberTier feature enables members to see their current tier status and understand how they can move to the next tier1. This feature motivates members to engage more with the loyalty program by providing them with clear goals and benefits associated with each tier. These features are part of the Salesforce Loyalty Management application and are designed to enhance customer engagement without requiring extensive customization. They enable the hotel group to provide a seamless experience for members to access their loyalty program details.

B.   Accrual type transactions associated with a group can be canceled.

C.   Qualifying points can’t be transferred to a group.

D.   Vouchers can’t be issued to groups.

Explanation: When creating and managing member groups in Salesforce Loyalty Management, administrators should consider the following key facts:
Groups are associated with tiers (A): This statement is not necessarily true as groups can be created for various purposes, not just tied to specific tiers. Groups can be used to segment members for targeted promotions, communications, or benefits irrespective of their tier status. Accrual type transactions associated with a group can be canceled (B): This is an important consideration as it implies that transactions contributing to a group's accrual points can be adjusted or canceled if necessary, affecting the group's total points and potentially members' benefits.
Qualifying points can’t be transferred to a group (C): This is a critical consideration because it highlights the limitation that individual member's qualifying points cannot be directly transferred into a group's pool of points. This ensures the integrity of qualifying points for tier progression and other individual benefits. Vouchers can’t be issued to groups (D): This is another important consideration. While individual members within a group can receive vouchers, a voucher cannot be issued at the group level. This ensures that benefits are tailored and distributed to individual members, maintaining personalization in the loyalty program.
Promotions can’t be offered to groups (E): This statement is incorrect. Promotions can indeed be targeted at specific groups, allowing for more tailored marketing efforts and member engagement strategies within the loyalty program.
References to Salesforce documentation on Loyalty Management would provide detailed guidelines on how to effectively create, manage, and leverage member groups within a loyalty program, ensuring that administrators are well-informed of these considerations.

C.   Create a segment in the Salesforce Customer Data Platform and associate the segment to the promotion

D.   Link a promotion to a campaign and associate a segment to the campaign

Explanation: To target a specific audience with a Promotion in Salesforce Loyalty Management, an administrator could:
Option C "Create a segment in the Salesforce Customer Data Platform and associate the segment to the promotion." This allows for precise targeting based on detailed segmentation criteria.
Option D "Link a promotion to a campaign and associate a segment to the campaign." This method utilizes Salesforce's campaign management features to target promotions to specific segments.
Reference: Salesforce Loyalty Management documentation on promotions and segmentation provides insights into how promotions can be targeted to specific audiences using Salesforce CDP and campaign functionalities.

A.   “Blue” tier member with any transaction amount, then “Outcome”: non-qualifying point deduction = transaction amount.

D.   “Gold” tier member with the transaction amount is >= $200, then “Outcome”: nonqualifying point deduction = transaction amount / 2.

E.   “Gold” tier member with the transaction amount is >= $200, then “Outcome”: nonqualifying point deduction = transaction amount.

B.   Activate the Experience Cloud site

Explanation: The last step the Salesforce Administrator must complete to create a private portal for the Loyalty Program using Experience Cloud is to activate the Experience Cloud site. Activation is the final step that makes the site accessible to users. Once the site is activated, members can access the portal, where they can engage with the Loyalty Program, view their points and tiers, and take advantage of program benefits. Activation is crucial as it transitions the site from a development or staging phase to a live environment.

C.   Enable Deferred Points

Explanation: To meet the company's business requirements of making points available for Loyalty Program Members after a return period of 14 days, the best solution is to Enable Deferred Points (C). Deferred points are a feature in Salesforce Loyalty Management that allows points to be earned but not immediately available for redemption, typically used to account for return periods or other conditional delays. By enabling deferred points, the company can ensure that points are only made available after the specified return period has passed, aligning with their business strategy and reducing the risk of point redemption for returned products.

D.   Loyalty Member Services Dashboard

Explanation: To develop an InApp-Dashboard showing top and bottom agent performers in the Loyalty call center, the most suitable dashboard available through the Analytics Studio tool is the:
Loyalty Member Services Dashboard (D): This dashboard is designed to track the performance of agents interacting with loyalty program members, including metrics like the number of members assisted, customer satisfaction scores, and modifications made by agents. It provides insights into agent performance and service quality in the context of loyalty member services.
The Program Manager Home Dashboard (option A), Member Services Manager Home Dashboard (option B), and Team Performance Dashboard (option C) may contain relevant metrics but are not specifically tailored to tracking individual agent performance in the context of loyalty member services.
Salesforce documentation on Analytics for Loyalty would provide information on available dashboards and their intended use cases, including how to customize and leverage them for specific analytical needs, such as tracking call center agent performance.

D.   Create an object with fields for storing redemption details

Explanation: To automate the current redemption process for non-qualifying points based on various criteria like products, regions, available dates, and tiers, the Administrator needs to first Create a decision table with input & output values (A). A decision table in Salesforce Loyalty Management allows for the specification of complex redemption rules and conditions in a structured format, making it the foundational step in automating the redemption process. This table will define how non-qualifying points can be redeemed under different scenarios, serving as the basis for the automated redemption logic.

C.   Enable CRM Analytics and create a Loyalty app.

Explanation: To present Loyalty Program data to the Marketing Manager, an Administrator needs to enable CRM Analytics and create a Loyalty app within it. CRM Analytics (formerly Einstein Analytics) allows for the creation of custom analytics apps that can visualize and analyze data from various sources, including Salesforce Loyalty Management. By creating a Loyalty app within CRM Analytics, the Administrator can design dashboards and reports specifically tailored to the needs of the Marketing Manager, providing insights into the reward program's progress and effectiveness.

A.   Incorporate the ‘Member Summary Embedded Dashboard’ on the Contact record

C.   Incorporate the ‘Transaction Journals’ related list on the Contact record