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SALESFORCE SALESFORCE-LOYALTY-MANAGEMENT Exam Overview:
| Aspect | Details |
|---|---|
| Detail | Description |
| Exam Name | Salesforce Loyalty Management Exam |
| Exam Cost | $200 USD |
| Retake Cost | $100 USD |
| Total Time | 105 minutes |
| Number of Questions | 60 multiple-choice questions + 5 unscored questions |
| Available Languages | English |
| Passing Score | 65% |
| Exam Format | Multiple-choice/multiple-select |
| Delivery Options | Online proctored or on-site proctored exam |
| Prerequisites | None, but Salesforce experience is recommended |
Salesforce Loyalty Management Accredited Professional Exam Exam Topics Breakdown
| Domain | Percentage | Description |
|---|---|---|
| Loyalty Management Fundamentals | 20% | Understanding the basic principles and architecture of Salesforce Loyalty Management. |
| Program Management | 25% | Managing loyalty programs, including creation, maintenance, and optimization. |
| Member Management | 20% | Handling member accounts, tiers, and benefits within the loyalty program. |
| Earning and Redemption Management | 15% | Overseeing points earning and redemption processes, and configurations. |
| Reporting and Analytics | 10% | Utilizing Salesforce tools to generate reports and perform data analysis. |
| Integration and Data Management | 10% | Managing integrations with other systems and handling data flows. |
Salesforce Salesforce-Loyalty-Management Frequently Asked Questions
Question # 1
The Loyalty Administrator for Northern Trail Outfitters (NTO) Insider program defines tiergroups - Status Tier Group with a Fixed Model and Period of one year. The three tiers aredefined - Silver (base), Gold (next tier), and Platinum (the highest tier).Qualifying Points reset date is set at December 31,2022, with a frequency of one year 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, getsupgraded to the Gold tier on March 16, 2023.Which date would be the new Expiry date for this member after the tier is upgraded toGold?
A. December 31. 2023
B. March 16,2024
C. December 31,2024
D. March 31, 2024
Question # 2
What are the three steps required to complete integration between Loyalty and B2CCommerce Cloud when using the reference cartridge?
A. Configure Loyalty Program preferences for B2C Commerce Site
B. Install Loyalty Management for B2C Commerce Package
C. Configure connected app named B2C Loyalty Connector
D. Configure connected app named B2C Commerce Loyalty Connector
E. Add Loyalty Management for Commerce Cartridge
Question # 3
Universal Container have a points-based Loyalty Program and a B2C commerce websitebuilt with a Commerce built with a Commerce Cloudsolution; the clients orders are alreadysynchronized with Loyalty Management. With the every purchase, Loyalty members willearn points. The Directory wants to have traceability of every order transaction on theLoyalty Management app.What does the Salesforce Administrator have to do?
A. Use standard Order Lookup on the Loyalty Ledger object
B. Create a custom text field in Transaction Journal object to save the order purchased bythe client.
C. Use the standard Order Lookup of the Transaction Journal Object
D. Create a custom Lookup field in Transaction Journal object to save the order purchasedby the Loyalty member.
Question # 4
A member reaches out to the Member Services team regarding points that have expiredand requests to restore them. The Loyalty program has a fixedmodel expiration for nonqualifyingpoints.How should the Member Services Agent restore the expired points and also set them toexpire in the next two months?
A. Delete the transaction journal that expired the points and re-run the expirationDataProcessing Engine job after two months
B. Use 'Adjust Points' action on Loyalty Program Member page to credit points and selectthe Points Expiration Date as two months from the current date
C. Edit the 'Credit' ledgers corresponding to the points that expired and extend theexpiration date to two months from the current date
D. Edit the Loyalty Member Currency record to restore the Points Balance and set the'NextExpirationDate' field to two months from the current date
Question # 5
A Loyalty Manager wants to send an SMS to a member's mobile device after the memberhas made a purchase and their non-qualifying points have been increased.An integrated solution between Salesforce Loyalty Management and Salesforce MarketingCloud is proposed to meet this business need.Which two Salesforce solutions are required to meet the business's needs?
A. Marketing Cloud Connect
B. Marketing Cloud MobileConnect
C. Marketing Cloud Personalization
D. Marketing Cloud Mobile Push
Question # 6
An IT Administrator has received a request from the Customer Service team to enableagents to view the Loyalty Program Member information on a Case record in ServiceCloud.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 andthe required Related Lists from Loyalty Program ® Member should be selected
C. On the Case Page Layout, the Loyalty Program Member Related Lists are available andshould be directly embedded to show the Loyalty information
D. On the Case Page Layout, the View Related Membership' action should be added to theHighlights panel and the Loyalty information to be displayed should be selected
Question # 7
A company has decided to use Loyalty Management for customer retention, which will leadto increased revenue. Based on market research, the company decided to make the pointsavailable for its Loyalty Program Members after the return period of 14 days is over.What is the best solution to meet the company's business requirements?
A. Install App Exchange
B. Enable Pending Points
C. Enable Deferred Points
D. Enable Escrow Points
Question # 8
A Consultant needs to set up a new tier-point reset process for a new Loyalty Program,where the data-processing engine (DE) configuration is required.How should the Consultant set up the data-processing engine with the least configurationeffort?
A. Create a copy of the reset qualifying points DPE template.
B. Create a copy of the expire fixed non-qualifying points DPE template.
C. Create a new data-processing engine from scratch / by first principle.
D. Create a copy of the expire activity based non-qualifying points DPE template.
Question # 9
An airline’s Loyalty program offers several ways to accrue points, including:* Enrollment Bonus* Member Referral* Flight Purchase* Additional information on the member profile.The Salesforce Administrator must classify the different accrual transaction journals.What should the administrator configure to meet these requirements?
A. Create a custom field on transaction journal object
B. Create a custom field on Loyalty Ledger object
C. Create a Journal Type for each case.
D. Create a Journal Subtype for each case.
Question # 10
Universal Containers (UC) plans to implement Loyalty Management and change its currentstrategy of giving benefits to all members equally. UC wants to use its Loyalty program tobuild a network of brand advocates-people who are willing to endorse the UC brandbecause 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'smarket segmentation capabilities
B. Define a transactional point-based program, in which one point is earn for every dollarspent
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 socialmedia
E. Maintain a Loyalty solution on separate systems (Loyalty Management for accruals andan External Analytics system) to ensure data integrity
Question # 11
Universal Container (UC) is developing a points-based Loyalty Program after the lastaccrual transaction.How can the Salesforce Administrator set up this expiration model?
A. Set up Expire Activity Based Qualifying Points
B. Set up Expire Fixed Non-Qualifying Points
C. Set up Expire Activity Based Non-Qualifying Points
D. Set up Reset Qualyfing Points
Question # 12
Cloud Kicks has tasked its Loyalty Consultant with setting up its new Loyalty Managementplatform. The business requirement is to create personalized experiences across itscustomer journey.Which solution should the Loyalty Consultant utilize to create personalized customerexperiences?
A. Salesforce Sales Cloud
B. Salesforce Marketing Cloud
C. Salesforce Slack
D. Salesforce Order Management System
Question # 13
A Loyalty Manager would like to monitor members' tier history in the dashboards fromAnalytics Studio App.Which two fields need to be enabled in field history tracking in the Loyalty Member Tierobject for this to be achieved?
A. Loyalty Tier Group
B. Change Reason Type
C. Loyalty Tier
D. Reason for Change
Question # 14
A sports clothing and accessories retailer is setting up a new Loyalty program. Thecompany wants an effective way to create urgency in its Loyalty program members toreturn to purchase and redeem their points within a specified period. The entire pointsbalance 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 whenimplementing 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'
Question # 15
The Loyalty Administrator for Northern Trail Outfitters (NTO) insider program defines tiergroups- 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,getsupgraded to the Gold tieron March 16 2023.Which date would be the new Expiry date or this member after the tier is upgraded toGold?
A. December 31, 2024
B. March 31 2024
C. December 31, 2023
D. March 16, 2020.
Question # 16
A company has recently rolled out the Loyalty Program in the production environment. TheLoyalty Manager is unable to edit any Loyalty Management objects.What permission set license is required to edit the Loyalty Management Objects?
A. CLAAnalytics Base User
B. Loyalty Management
C. Data Pipelines Base User
D. CLAAnalytics Base Admin
Question # 17
A Customer Support Manager noticed that the customers supportteam’sperformancedecreased since the company rolled out the Loyalty Program. The customer SupportAgents complain that finding information about the Loyalty Program Member takes a lot ofthe time.What is the standard solution to display the information regarding theLoyalty?Program Member on the case detail page?
A. Create formula fields on Case Object
B. Create a Screen Flow
C. Embed Loyalty Member Profile Cards
D. Develop a custom component
Question # 18
Northern Trail Outfitters an online clothing store has recently enabled the Loyalty Program.Which objects count toward data storage capacity?
A. Person Account, Orders, Loyalty Program Members, Transaction Journals
B. Person Account, Loyalty Ledgers, Cases, Loyalty Program Currency
C. Person Account, Email Messages, Transaction Journals, Loyalty Member Currency
D. Person Account, Loyalty Member Tier, Orders, Loyalty Program Members
Question # 19
What is the correct implementation approach for an Administrator to target a promotiononly for specific products?
A. Create a custom list on the promotion
B. Map products to promotion through an out-of-the-box Related List
C. Create product attributes in Promotion Setup
D. Add promotion to the lookup field on the product
Question # 20
The Loyalty Program Manager at Northern Trail Outfitters (NTO) has defined a newPromotion in Salesforce Loyalty Management. NTO would like to communicatethisnewPromotion with its eligible members.Which two integrated Salesforce applications can facilitate this com
A. Salesforce Cloud Intelligence
B. Salesforce Field Service Lightning
C. Salesforce Customer Data Platform
D. Salesforce Marketing Cloud
Question # 21
Universal Containers (UC) has defined a points-based Loyalty Program, and the Loyaltymembers must receive an email with the point balance every time it is updated.What should the Salesforce Administrator set up to enable a real-time currency model?
A. Create a Flow to update the Points Balance field
B. Enable Real-Time Update of Qualifying Points Balance
C. Enable Real-Time Update of Non-Qualifying Points Balance
D. Non-Qualifying Points updates happen in real-time by default
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