What are the three required steps in settings up Loyalty promotion with Salesforce CDP and Marketing Cloud?

Send Loyalty Promotion Segments to marketing Cloud

Activating and Publishing the Segment

Enable Service Connector for Promotion Escalations.

Send Loyalty Promotion Segments to marketing Cloud

Automatically Add a New Individual Relationship

Activating and Publishing the Segment

Enable Connector Settings on all the Loyalty Objects

Enable Service Connector for Promotion Escalations.

Cloud kicks wants to identify specific tier members to be used for a journey within Marketing Cloud. The company wants to encourage Loyalty Tier B customers to become Loyalty Tier A customers.What objects must be synchronized into Marketing Cloud to achieve the segmentation for this audience.

Contact Loyalty Program Member, and Loyalty Member Tier

Contact, Account, and Opportunity

Contact, Member Rewards Tier, and Loyalty Member Tier and Campaign

Voucher Definition, products, and Loyalty Member Tier

Contact Loyalty Program Member, and Loyalty Member Tier

Universal Container sells sports shoes through on eCommerce system. The Loyalty Program Members earn points in real-time with every purchase made.How can this be built into Salesforce?

Download an app from the AppExchange to connect Salesforce and the external system.

Create customer web service with Order Object

Create an schedule process to call the external system.

Create with the external system to create Transaction Journals.

What is a business use case for integrating Marketing Cloud Personalization with Loyalty Management?

To offer promotions in real-time to customers.

To enable the purchasing of products and take payment.

To create unified profile from multiple source of truth and build a golden record.

To be able to send personalized marketing emails in batches.

To offer promotions in real-time to customers.

Northern Trail Outfitters wants to show member information in its member portal hosted outside of Salesforce.What is a prerequisite for using Loyalty APIs to fetch the member information?

Create a Connected App in Platform

Create custom objects in Loyalty

Create a Connected App in Platform

Create customer integration code

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?

Embed Loyalty Member Profile Cards

Create formula fields on Case Object

Embed Loyalty Member Profile Cards

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?

Use the standard Order Lookup of the Transaction Journal Object

Use standard Order Lookup on the Loyalty Ledger object

Create a custom text field in Transaction Journal object to save the order purchased by the client.

Use the standard Order Lookup of the Transaction Journal Object

Create a custom Lookup field in Transaction Journal object to save the order purchased by the Loyalty member.

What is the most efficient way to automatically reset qualifying points for high volume Loyalty Programs?

Use the out-of-the-box 'Reset Qualifying Points'' data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.

The reset period is defined at the Tier Group level; Loyalty Management will automatically process it every night to ensure efficient point calculation

Use the out-of-the-box 'Reset Qualifying Points'' data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.

Create Schedule-Triggered Flow that to be executed every night This flow will scan the expired reset Period at the Group Level and rese the points using the out-of-the-box Reset point flow action

Develop an Apex Time Trigger to scan all Member Currencies and reset Qualifying points every time a reset period has expire

Universal container launched a Loyalty Program. The salesforce Administrator to..... to create a private portal for the Loyalty Program.What is the last step the Salesforce Administrator must complete?

Activate the Experience Cloud site

Associate the Loyalty Program with the site

Activate the Experience Cloud site

Add the relevant Experience Cloud components to the pages

Create the Experience Cloud site

A Consultant will need to create a new voucher definition for a new voucher, wherever the new voucher has the requirements.A total of two vouchers will be issued to the member.The first voucher has a face value of $100, and the second voucher has a face value of $200.Both vouchers must be used within three months after the first voucher's disbursement date.The first voucher will be issued to the members over a period of a month.Which voucher definition settings will fulfill the new voucher's requirements?

Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Checked

Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Unchecked

Type: Fixed valued, Expiration Type: Period, Expiration Period: 90, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Checked

Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: UnChecked

A total group wants to implement a Loyalty program that gives its members points based on the numbers of nights per stay each time members visit one of its hotels.Once a customer reaches 1000 points, members can redeem points with any hotel within the hotel group. The points can be converted to cover the cost of one night's stay on the next visit. The hotel group hopes this incentive will encourage its members to book more frequently, increasing revenue.Which type of currency should a Loyalty Consultant use to set up the Loyalty program to accomplish the hotel group's goals?

Non-Qualifying and Qualifying Points

A large retail company wants to award its customers 500 points when they join the Loyalty Program.Which two configuration tasks below will be required to enable this type of award?

Create a Transaction Journal with an Activity type of ''Enrollment'' that needs to be created when the customer signs up to join the Loyalty Program.

Create a Process rule that awards 500 points when the Activity Type ='Enrollment''.

Create a Transaction Journal with an Activity type of ''Enrollment'' that needs to be created when the customer signs up to join the Loyalty Program.

Create a Process rule that awards 500 points when the Activity Type ='Enrollment''.

Create a Loyalty Partner and associate one of the Partner's products that must be purchased to award the 500 points.

Create a Benefit that adds 500 points when the new member reaches the Top Platinum Level tier.

A Marketing Manager is trying to find a dashboard that shows a reward programs progress but does not see any reports or dashboards with this information.What does an Administrator need to do to present Loyalty Program data to the Marketing Manager?

Enable CRM Analytics and create a Loyalty app.

Modify the Marketing user profile to include permission to run reports.

Create a permission set to run reports and assign it to marketing users.

Enable CRM Analytics and create a Loyalty app.

Search Salesforce AppExchange for Loyalty Analytics apps.

A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app.Which two statement correctly describes how to grant proper access on the user details page

Assign user access to the analytics for Loyalty role.

Assign user access to permission sets for analytics for Loyalty.

Assign user access to the analytics for Loyalty role.

Assign access by checking CRM Analytics plus user

Assign user access to permission sets for analytics for Loyalty.

Assign the user the analytics profile for analytics for Loyalty.

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?

Confirm the member is assign to the correct tier and that tier has benefits

Adjust points on the member record to trigger member benefits actions

Confirm the program and member are in an active status

Issue a promotion to the member of the mission benefits

An airline's Loyalty program offers several ways to accrue points, including:* Enrollment Bonus* Member Referral* Flight Purchase* Additional information on the member profile.The Salesforce Administrator must classify the different accrual transaction journals.What should the administrator configure to meet these requirements?

Create a Journal Type for each case.

Create a custom field on transaction journal object

Create a custom field on Loyalty Ledger object

Create a Journal Type for each case.

Create a Journal Subtype for each case.

A Consultant needs to configure the Loyalty tier groups for a Loyalty Program with the following specifications:Qualifying period is reset once a year on the 31st of March.The member-tier is not extended upon expiration.Which two settings within the Loyalty tier groups configuration should the Consultant configure to meet the required specifications?

Extend Expiration = no extension

Extend Expiration = member enrollment anniversary

Extend Expiration = no extension

A loyalty Program has two existing partners, a snacks manufacture and a beverages importer. There are two new products that need to be directly associated with the respective partner products within the loyalty partner product section.The below products have been added to the system and are available under the product objects.Chocolate cookies, linked with product category snacksGreen soda from beverage importerWhich two steps should an Administrator take to fulfill task with the least effort?

Add the partner in the Lookup on the Chocolate cookie product.

Choose ''Product'' option and map the green soda to the partner

Add the partner in the lookup on the snack product

Choose ''Category'' option and map the Chocolate cookies to the partner.

Add the partner in the Lookup on the Chocolate cookie product.

Choose ''Product'' option and map the green soda to the partner

What three facts should the administrator consider when creating and managing member groups?

Accrual type transactions associated with a group can be canceled.

Qualifying points can't be transferred to a group.

Vouchers can't be issued to groups.

Groups are associate with tiers.

Accrual type transactions associated with a group can be canceled.

Qualifying points can't be transferred to a group.

Vouchers can't be issued to groups.

Promotions can't offered to groups.

An upset customer calls Universal Containers about the free t-shirt they were supposed to receive when enrolling in its program. The support agent verifies that the t-shirt is out of stock and decides to compensate the customer with a 50% discount valid for one year.What should the agent do to ensure the customer receives the 50% discount?

Use the ''issue Voucher'' flow template.

Activate the voucher assignment batch.

Use Issue voucher from the Loyalty Program Member page.

Assign a voucher definition from the customer's Loyalty Program Member.

In which two scenarios should an Administrator use member engagement attributes?

Member is eligible for 'Bonus days'' if the member constantly speeds more than $500 each month for a year.

Member attends three trainings between March 1st and April 30th to get 200 bonus points.

Member is eligible for 'Bonus days'' if the member constantly speeds more than $500 each month for a year.

Member attends three trainings between March 1st and April 30th to get 200 bonus points.

Member buys apparel online and gets 400 bonus points if the member belongs to Gold Tier only.

Member enrolls in ''welcome aboard'' promotion for free surprise gift every quarter.

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?

Name, Program, Program Partnership Category, Type, Billing Type

Name, Partnership Start Data, Industry, Status, Billing Type

Name, Program, Program Partnership Category, Type, Billing Type

Name, Partnership Start Data, Billing Type, Status, Type

Name, Partnership Start Data, Industry, Status, Type

A company has new accrual and redemption partner that they wish to add to its Loyalty program as part of a strategic business partnership.Once the Administrator selects the loyalty program, which steps should the Administrator take to add new partner to the program?

Enter the program partner name > Associate to an account> Set program partner type to 'Both' (Accrual and Redemption)

Enter the partner contact name > Associate to a partner Contact Name > Set program type to 'Both' (Accrual and Redemption)

Enter the program partner name > Associate to a Partner Contact Name > Set program partner type to 'Both' (Accrual and Redemption)

Chose relevant account name to Associate to the program > Set program partner type to 'Both' (Accrual and Redemption)

An Administrator must configure a tier point reset for a Loyalty Program to occur once every two years.Which two setting does the Administrator need to consider in this scenario?

The qualifying point reset date, period, and frequency are set on the tier group.

The Loyalty tier group field is populated.

The qualifying point reset date, period, and frequency are set on the tier group.

The Currency type field must correspond to qualifying.

The currency type field must correspond to non-qualifying.

Due to the point of Sales (POS) system limitations, the client purchases are sent every night to Loyalty Management as transactions.What are two benefits a program gets by using Batch Management in this context?

Tracks the status and health of batch jobs

Process large volumes of transactions

Tracks the status and health of batch jobs

Process large volumes of transactions

Load large volumes of external data coming from external systems

Process zip files full of Loyalty Transactions coming from point-of-sales systems

Northern trail Outfitters (NTO) wants to offer 10% discount on top of the annual summer sale for its Loyalty program customers.Which two steps must a Consultant take in Loyalty Management to set up this promotion?

Create within the Loyalty Experiences tab a new promotion for the Summer Sales campaign where the Loyalty Promotion Type is Standard and the Fulfillment Action is Issue Voucher.

Create within the Loyalty Experience tab a new voucher tab a new voucher definition where the Type Is Discount Percentage and the Expiration Type is fixed Date.

Create within the Loyalty Experiences tab a new voucher definition for the summer sales campaign where the Type is Product or Service and the expiration Type is fixed Date.

Create within the Loyalty Experiences tab a new promotion for the Summer Sales campaign where the Loyalty Promotion Type is Standard and the Fulfillment Action is Issue Voucher.

Create within the Loyalty Experiences tab a new Benefit Type for the Summer sale campaign where the Benefit Type Name is standard and the Category type is Issue Voucher.

Create within the Loyalty Experience tab a new voucher tab a new voucher definition where the Type Is Discount Percentage and the Expiration Type is fixed Date.

A company has recently rolled out a Loyalty Program in the production environment in the Monitor Workflow Services from Setup, the System Administrator noticed that all the Loyalty automations that have Data Processing Engine actions are failing, but the rest of the loyalty automations are working correctly.What is the root cause of this?

The Default Workflow User is missing the CLAAnalytics Base User permission set license

The Default Workflow User is missing the Data Pipelines Base User permission set license

The Default Workflow User is missing the CLAAnalytics Base User permission set license

The Default Workflow User is missing the Loyalty Management permission set license

The Default Workflow User is missing the CLAAnalytics Base User permission set license

The Loyalty Analytics Base App license provides technical Consultants access to Loyalty analytics data with what limitations?

Administrators can analyze up to 10 million rows

Rows do not have an analysis limit, only licenses do

Administrators can analyze up to 25 million rows

Administrators can analyze up to 1 million rows

Administrators can analyze up to 10 million rows

A new promotion named ''Summer Sales'' within the Loyalty Program will introduce program members to the promotional campaign and send email communication to the qualified members via Marketing Cloud.Which the customer Data Platform (CDP) package available, which two options will need to be performed within the org to achieve the required action with minimal configuration effort in mind?

''Add Segments'' within the ''Promotion Segments'' section of the ''Summer Sales'' Promotion

Create a new segment within CDP.

''Add Segments'' within the ''Promotion Segments'' section of the ''Summer Sales'' Promotion

Add the Segmented ''Loyalty program members'' to a new ''Campaigns''.

Create a custom report using ''Salesforce reports''.

Create a new segment within CDP.

A company has recently rolled out a Loyalty Program. The customer support agents need to manually adjust the points for Loyalty Program Members.On which three Loyalty pages will customer support agents be able to adjust points?

Loyalty Program Member Related List

Salesforce Certified Loyalty Management Practice Test 1

Question 1 / 40

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?

Embed the 'Member Summary Embedded Dashboard on the Contact record

Embed the Member Service Manager Home Dashboard on the Contact record

Add the 'Transaction Journals' related list to the Contact record

Add the 'View Member Profile' component on the Contact record

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Salesforce Certified Loyalty Management Practice Test 1

Question

Salesforce Certified Loyalty Management Practice Tests

Practice Tests