Question # 1
A company has recently rolled out the Loyalty Program in the production environment. The Loyalty 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 |
B. Loyalty Management
Explanation: To edit Loyalty Management objects, the "Loyalty Management" permission set license is required. This license grants users the necessary permissions to access and modify Loyalty Management-specific data and configurations.
Option B "Loyalty Management" is the correct answer as it directly relates to the permissions needed to work with Loyalty Program configurations and objects within Salesforce.
Options A, C, and D pertain to analytics and data pipeline functionalities and do not grant permissions to edit Loyalty Management objects.
Reference: Salesforce Help Documentation, specifically the section on Loyalty Management, outlines the required permission set licenses for different functionalities within Loyalty Management.
Question # 2
A Customer Support Manager noticed that the customers support team’s performance decreased since the company rolled out the Loyalty Program. The customer Support Agents complain that finding information about the Loyalty Program Member takes a lot of the time.
What is the standard solution to display the information regarding the Loyalty?
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 |
C. Embed Loyalty Member Profile Cards
Explanation: To efficiently display information about the Loyalty Program Member on the case detail page, embedding Loyalty Member Profile Cards is a standard solution. These profile cards are designed to provide a concise and comprehensive view of the member's loyalty information, including membership details, points balance, tier status, and recent transactions, directly within the context of a case. This allows customer support agents to quickly access relevant loyalty information without navigating away from the case record, improving efficiency and enabling better support. Salesforce documentation suggests using embedded components like profile cards to enhance user experience and access to information within record pages.
Question # 3
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 configuration effort? | | 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. |
A. Create a copy of the reset qualifying points DPE template.
Explanation: To set up a new tier-point reset process for a Loyalty Program with the least configuration effort, the consultant should:
Option A "Create a copy of the reset qualifying points DPE template." This approach leverages existing DPE templates designed for similar purposes, minimizing the need for extensive custom configuration.
Reference: Salesforce Loyalty Management documentation on Data Processing Engine configurations often recommends utilizing and modifying existing templates to streamline setup processes for common tasks like point resets.
Question # 4
Universal Container have a points-based Loyalty Program and a B2C commerce website built with a Commerce built with a Commerce Cloud solution; the clients orders are already synchronized with Loyalty Management. With the every purchase, Loyalty members will earn points. The Directory wants to have traceability of every order transaction on the Loyalty 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 by the 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 purchased by the Loyalty member. |
C. Use the standard Order Lookup of the Transaction Journal Object
Explanation: For traceability of every order transaction in the Loyalty Management app,
the Salesforce Administrator should utilize the standard Order Lookup field of theTransaction Journal Object. This field is designed to create a direct relationship between aloyalty transaction and the corresponding commerce order, enabling clear visibility andtracking of how each order impacts loyalty points and member accounts. This setupensures that every purchase made by Loyalty members that earns points is directly linkedand traceable in the Loyalty Management application, facilitating easier tracking and management of member transactions.
Question # 5
Cloud Kicks has tasked its Loyalty Consultant with setting up its new Loyalty Management platform. The business requirement is to create personalized experiences across its customer journey.
Which solution should the Loyalty Consultant utilize to create personalized customer experiences? | | A. Salesforce Sales Cloud | | B. Salesforce Marketing Cloud | | C. Salesforce Slack | | D. Salesforce Order Management System |
B. Salesforce Marketing Cloud
Explanation: To create personalized experiences across Cloud Kicks' customer journey,
the Loyalty Consultant should utilize Salesforce Marketing Cloud (B). Marketing Cloud provides a comprehensive suite of marketing tools designed to create personalized customer journeys, segment audiences, and deliver targeted content and communications. Leveraging Marketing Cloud's capabilities in conjunction with Loyalty Management allows for the creation of highly personalized and engaging experiences for loyalty program members, enhancing customer satisfaction and loyalty.
Question # 6
A sports clothing and accessories retailer has a strategic partnership with other businesses that provide sports equipment and outdoor sports experiences. This retailer wants its Loyalty program members to be able to redeem their points when shopping with its redemption partners.
When creating a Loyalty Program partner record, how should an Administrator set up the partners in the Loyalty management application? | | A. Set the program partner type to redemption > Activate > Define the accrual cost per unit. | | B. Set the program partner type to redemption > Activate > Define the redemption cost per unit | | C. Set the program partner type to both > Activate > Define the accrual cost per unit. | | D. Set the program partner type to accrual > Activate > Define the redemption cost per unit |
B. Set the program partner type to redemption > Activate > Define the redemption cost per unit
Explanation: For a retailer looking to allow Loyalty program members to redeem points
with redemption partners, the correct setup in Salesforce Loyalty Management involves configuring the partner record as a redemption partner. This includes:
Setting the program partner type to "redemption" to indicate that the partner is involved in the points redemption process.
Activating the partner record to make it available for transactions within the Loyalty Management application.
Defining the redemption cost per unit, which specifies how many points are required for members to redeem specific rewards or benefits from the partner.
This setup ensures that Loyalty program members can redeem their points when shopping with strategic partners, aligning with the retailer's goal of enhancing the value and utility of their Loyalty program.
Reference: Salesforce Loyalty Management documentation on setting up program partners outlines the process of configuring partners for redemption purposes, including specifying partner types and defining redemption costs.
Question # 7
| 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. LoyaltyBenefits | | B. LoyaltyLedger | | C. Contact Record | | D. TransactionJournal | | E. LoyaltyMemberTier |
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.
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