Question # 1
An Administrator must configure a tier point reset for a Loyalty Program to occur once every two years.
Which two setting does the Administrator need to consider in this scenario? | | A. The Loyalty tier group field is populated. | | B. The qualifying point reset date, period, and frequency are set on the tier group. | | C. The Currency type field must correspond to qualifying. | | D. The currency type field must correspond to non-qualifying. |
B. The qualifying point reset date, period, and frequency are set on the tier group.
Explanation: For configuring a tier point reset in Salesforce Loyalty Management that occurs once every two years, the administrator needs to consider:
The qualifying point reset date, period, and frequency are set on the tier group (B):
This setting ensures that members' qualifying points are reset according to the specified schedule, in this case, every two years. This reset mechanism is crucial for maintaining the program's competitiveness and encouraging ongoing member engagement.
The option A, "The Loyalty tier group field is populated," is a prerequisite for tier management but not directly related to the reset settings. Options C and D, regarding the Currency type field, are not relevant to the tier point reset settings, as the reset pertains to the accumulation and expiration of qualifying points within the tier structure, not the currency type.
Salesforce Loyalty Management documentation would provide detailed instructions on configuring tier resets, including the impact of different settings on member tiers and how to communicate changes effectively to maintain member satisfaction and engagement.
Question # 2
A member reaches out to the Member Services team regarding points that have expired and requests to restore them. The Loyalty program has a fixed model expiration for nonqualifying points.
How should the Member Services Agent restore the expired points and also set them to expire in the next two months? | | A. Delete the transaction journal that expired the points and re-run the expiration Data Processing Engine job after two months | | B. Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date | | C. Edit the 'Credit' ledgers corresponding to the points that expired and extend the expiration 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 |
B. Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date
Explanation: To restore expired points for a member in a Loyalty program with a fixed
model expiration for non-qualifying points and set them to expire in the next two months, the Member Services Agent should:
Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date (B): This action allows for the direct adjustment of the member's points balance, including the ability to specify a new expiration date for the credited points. It's a straightforward and effective way to restore expired points and set a new expiration date, aligning with the member's request.
Deleting the transaction journal that expired the points (option A), editing the 'Credit'ledgers (option C), or editing the Loyalty Member Currency record (option D) are not standard practices for restoring expired points and setting a new expiration date in Salesforce Loyalty Management.
Salesforce documentation on Loyalty Management would detail the process for adjusting points, including how to handle requests for restoring expired points and setting new expiration dates, ensuring member satisfaction and program integrity.
Question # 3
| How is Loyalty Management data, including Loyalty Program, Loyalty Tier, and Member Benefits made available in Salesforce CDP? | | A. Configure Loyalty data in the CDP through S3 buckets (Cloud). | | B. Configure the Loyalty Data Accelerator Package. | | C. Ensure Loyalty data is enabled and mapped in the CDP daily. | | D. Configure Loyalty Management Bundle Data Mappings. |
D. Configure Loyalty Management Bundle Data Mappings.
Question # 4
The VP of Loyalty at Northern Trail outfitters (NTO) Retailers has decided to implement a Loyalty program to increase customer spending and improve customer lifetime value.
Which two features should be configured in Salesforce Loyalty Management? | | A. Member Rewards and Benefits | | B. Loyalty Segments | | C. Loyalty product Pricing | | D. Loyalty Tiers |
A. Member Rewards and Benefits
D. Loyalty Tiers
Explanation: When designing an experiential Loyalty Program, the recommended objects
to use for tracking member activities with the program are:
Loyalty Ledger & Transaction Journal (A): The Loyalty Ledger tracks the overall balance of a member's points or currencies, while the Transaction Journal records all point-related transactions, including accruals, redemptions, and adjustments. Together, these objects provide a comprehensive view of a member's interactions and engagements with the loyalty program.
Journal Type & Journal Subtype (D): These objects allow for the categorization and sub-categorization of transactions within the Transaction Journal, making it possible to track different types of member activities and engagements within the program, such as event attendance, purchases, or other actions.
Options B (Loyalty Member Currency & Transaction Journal) and C (Transaction Journal Type & Transaction Journal Subtype) are partially correct but do not fully capture the recommended best practices for tracking member activities in an experiential loyalty program.
Salesforce documentation on Loyalty Management would detail the use of these objects and best practices for tracking and managing member activities within a loyalty program, ensuring a rich and engaging member experience.
Question # 5
A hotel group has finished setting up its Loyalty program and now wants to provide its Loyalty members with live updates about their program membership. They are looking for a solution that lets members view their membership details whenever they want to, and expect that this can be implemented without a need for complex customization.
Using the available product features of Loyalty Management. Which three tasks should an Administrator implement to meet the Hotel group's requirements? | | A. Associate the site with the new Hotel Group Loyalty Program using API integration endpoints | | B. Associate the site with the new Hotel Group Loyalty Program | | C. Connect the website to the hotel's payment gateway | | D. Create a site using the Experience Cloud site template called the Loyalty Member Portal | | E. Add Loyalty lightning components to the site that show members their Loyalty program details, points balance, recent transactions, and currently assigned tiers. |
B. Associate the site with the new Hotel Group Loyalty Program
D. Create a site using the Experience Cloud site template called the Loyalty Member Portal
E. Add Loyalty lightning components to the site that show members their Loyalty program details, points balance, recent transactions, and currently assigned tiers.
Explanation: To provide live updates to Loyalty members about their program membership, the following tasks should be implemented:
Associate the site with the new Hotel Group Loyalty Program: This task involves linking the hotel’s loyalty program with their website, allowing for seamless access to loyalty program details for members1.
Create a site using the Experience Cloud site template called the Loyalty Member Portal: Salesforce provides a specialized site template within Experience Cloud specifically designed for loyalty programs. This template, known as the Loyalty Member Portal, is tailored to display loyalty program details, points balance, recent transactions, and tier information2.
Add Loyalty lightning components to the site: By adding Lightning components to the site, members can view their loyalty program details, points balance, recent transactions, and current tier assignments in real-time. These components are designed to provide a comprehensive overview of a member’s status within the loyalty program without the need for complex customizations2.
These steps will ensure that members can view their membership details at their convenience, fostering greater engagement and satisfaction with the hotel group’s Loyalty program.
Question # 6
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. |
A. Assign user access to the analytics for Loyalty role.
C. Assign user access to permission sets 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.
Question # 7
A company has new accrual and redemption partner that they wish to add to its Loyalty program as part of a strategic business partnership.
Once the Administrator selects the loyalty program, which steps should the Administrator take to add new partner to the program? | | A. Enter the program partner name > Associate to an account> Set program partner type to ‘Both’ (Accrual and Redemption) | | B. Enter the partner contact name > Associate to a partner Contact Name > Set program type to ‘Both’ (Accrual and Redemption) | | C. Enter the program partner name > Associate to a Partner Contact Name > Set program partner type to ‘Both’ (Accrual and Redemption) | | D. Chose relevant account name to Associate to the program > Set program partner type to ‘Both’ (Accrual and Redemption) |
A. Enter the program partner name > Associate to an account> Set program partner type to ‘Both’ (Accrual and Redemption)
Explanation: To add a new accrual and redemption partner to a Loyalty program in Salesforce Loyalty Management, the steps are:
Enter the program partner name > Associate to an account > Set program partner type to ‘Both’ (Accrual and Redemption) (A): This process involves identifying the new partner by name, associating them with a specific account in Salesforce to link their business details, and defining their role in the loyalty program as both an accrual and redemption partner. This ensures that the partner can both award points to members for eligible transactions and redeem points for rewards, enhancing the program's value and appeal to members.
Options B, C, and D offer variations that do not align with the standard process for adding a new partner in Salesforce Loyalty Management. The correct procedure involves associating the partner with an account (not just a contact) and specifying their role in terms of point accrual and
edemption to ensure clear and effective partnership management within the program.
Salesforce Loyalty Management documentation provides guidelines on adding and managing program partners, including the steps to integrate new partners effectively, ensuring they contribute positively to the loyalty program's goals and member experiences.
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