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Question 72 - Certified Loyalty Management discussion

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When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?

A.
Assign Analytics for Loyalty User Permissions.
Answers
A.
Assign Analytics for Loyalty User Permissions.
B.
Create standard Salesforce reports and dashboard
Answers
B.
Create standard Salesforce reports and dashboard
C.
Schedule dataflow for the analytics
Answers
C.
Schedule dataflow for the analytics
D.
Create an App using existing templates
Answers
D.
Create an App using existing templates
E.
Install CRM Analytics package
Answers
E.
Install CRM Analytics package
Suggested answer: A, C, E

Explanation:

To turn on analytics and dashboards for Loyalty, the three essential steps are:

Assign Analytics for Loyalty User Permissions (A): This step ensures that users who need to access Loyalty Analytics have the necessary permissions to view and interact with the analytics and dashboards.

Schedule dataflow for the analytics (C): Dataflow is the process by which data moves from Salesforce objects into Analytics datasets. Scheduling dataflow is crucial for ensuring that the analytics and dashboards have up-to-date information from the Loyalty Management system.

Install CRM Analytics package (E): This involves adding the CRM Analytics package to your Salesforce org, which provides the tools and capabilities needed to create and customize analytics and dashboards for Loyalty Management.

Option B (Create standard Salesforce reports and dashboard) and Option D (Create an App using existing templates) are valuable for general reporting and app development within Salesforce but are not specifically tied to the initial steps for enabling Loyalty Analytics and dashboards.

Salesforce documentation on Loyalty Management and CRM Analytics would detail the process of enabling analytics for Loyalty, including the setup of user permissions, dataflow scheduling, and the installation of necessary packages to utilize analytics and dashboards effectively.

asked 23/09/2024
Ankit Singh
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