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A customer from an airline Loyalty program purchases a ticket, which will accrue qualifying and non-qualifying points according to the Loyalty rules. Which two automations can be used to set up transactions and points accrual?
A Loyalty member has achieved enough points for Gold tier status; however, the member reports some benefits are missing. What should the Administrator do to troubleshoot and correct the error?
Universal Containers implemented a Loyalty Program six months ago. The Loyalty Program Manager noticed a recent decrease in program efficiency. Now the Manager wants to incorporate a targeted strategy. Which two benefits should the Administrator expect as a result of running the strategy?
When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?
How is Loyalty Management data, including Loyalty Program, Loyalty Tier, and Member Benefits made available in Salesforce CDP?
Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the Loyalty program. The consultant needs to add a program partner. Which fields are required to set up a partner?
Which Loyalty Management Key Component should be used to quickly aggregate a high volume of data spread across many Loyalty Management objects?
A company is designing a new Loyalty Program to reward its members based on purchases and short-term and long-term engagement with the program. Which two types of currency does Salesforce Loyalty Management offer out-of-the-box that can be configured to accomplish the company's Loyalty Program objectives?
In order to view the information pertaining to a member's recent transactions and manual adjustments on the Contact record, what are the two suggestions that an IT Administrator should propose to the Member Services team? Select two
Universal Containers (UC) plans to implement Salesforce Loyalty Management for a new Loyalty program; however, its operations team remains skeptical about the Loyalty solutions, such as rules, processes, and benefit types. Which option should UC consider when planning its implementation to ensure staff is helping to boost adoption and engagement?

Question 1 - Certified Loyalty Management discussion

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The Member Services team wants to view the information of a member's recent transactions and manual adjustments on the Contact record.

What are the two recommendations that an IT Administrator should suggest?

A.
Embed the 'Member Summary Embedded Dashboard on the Contact record
Answers
A.
Embed the 'Member Summary Embedded Dashboard on the Contact record
B.
Embed the Member Service Manager Home Dashboard on the Contact record
Answers
B.
Embed the Member Service Manager Home Dashboard on the Contact record
C.
Add the 'Transaction Journals' related list to the Contact record
Answers
C.
Add the 'Transaction Journals' related list to the Contact record
D.
Add the 'View Member Profile' component on the Contact record
Answers
D.
Add the 'View Member Profile' component on the Contact record
Suggested answer: A, C

Explanation:

To provide the Member Services team with the information they need directly on the Contact record, the IT Administrator can take two main actions. Firstly, embedding the 'Member Summary Embedded Dashboard' on the Contact record allows the team to have a visual and comprehensive overview of a member's loyalty activities, including recent transactions and adjustments, directly within the context of the contact. This dashboard is specifically designed to aggregate and display relevant loyalty information, making it a suitable tool for quick insights.

Secondly, adding the 'Transaction Journals' related list to the Contact record enables the team to view detailed entries of each transaction and manual adjustment made by or for the member. This related list provides granular data about each activity, allowing for a deeper analysis and understanding of the member's loyalty interactions.

These recommendations are based on best practices for Salesforce Loyalty Management, ensuring that the team has access to both summarized and detailed loyalty information within their usual workflows, enhancing efficiency and providing a holistic view of member activities.

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asked 23/09/2024
Alvaro Alejandro Zorrilla Tello
29 questions
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