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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?
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?
Which Loyalty Management Key Component should be used to quickly aggregate a high volume of data spread across many Loyalty Management objects?
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?
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?
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?
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?
The Loyalty Administrator for Northern Trail Outfitters (NTO) defines Basic and Premium as the two Tiers for its Insider program. They want to define a free product sample for all members in Premium Tier. How does NTO configure tiers within the Loyalty Program to give vouchers for members in the Premium Tier?

Question 48 - Certified Loyalty Management discussion

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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

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

Explanation:

To view information pertaining to a member's recent transactions and manual adjustments on the Contact record, an IT Administrator should propose:

Incorporate the 'Member Summary Embedded Dashboard' on the Contact record (A): This dashboard can provide a comprehensive overview of a member's loyalty activities, including recent transactions and adjustments, directly within the context of their Contact record.

Incorporate the 'Transaction Journals' related list on the Contact record (C): By adding this related list, the Member Services team can easily access detailed transaction and adjustment records associated with the loyalty program member directly from the Contact record, facilitating quick and informed customer service interactions.

Options B and D, involving the Member Service Manager Home Dashboard and the 'View Member Profile' component, do not directly address the need to view transactional information on the Contact record.

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asked 23/09/2024
James Brion
37 questions
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