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Question 10 - Certified Loyalty Management discussion

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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
Answers
A.
Create formula fields on Case Object
B.
Create a Screen Flow
Answers
B.
Create a Screen Flow
C.
Embed Loyalty Member Profile Cards
Answers
C.
Embed Loyalty Member Profile Cards
D.
Develop a custom component
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D.
Develop a custom component
Suggested answer: C

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.

asked 23/09/2024
Mpho Ntshontsi
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