While designing an experiential Loyalty Program, what are the two recommended objects to be used as a best practice to track what type of activity the member has with the program?

Loyalty Ledger & Transaction Journal

Loyalty Member Currency & Transaction Journal

transaction Journal Type & Transaction Journal Subtype

Cloud Kicks has tasked its Loyalty Manager consultant with setting up its new Loyalty Management program. The business requirement is to provide its customer base, who are heavy mobile users with access to member program information.Using existing capabilities available in Loyalty Management, what should the consultant do to fulfill this business requirement?

Enable Experience Cloud and customize the Loyalty Member Portal

Create and implement a feature-rich Loyalty Member Mobile App

Install the Salesforce Loyalty Member Mobile App

Configure either Service Cloud or Sales Cloud to establish the customer mobile experience

A company has recently rolled out a Loyalty Program with three tiers. The company decided to offer personalized benefits based on customer behavior.How will the personalized benefits be display for each Loyalty Program member?

On the Member Benefit Related List, linked to Loyalty Program Member

On the Loyalty Member Tier Benefit Related List, linked to Loyalty Program Member

On the Member Benefit Related List, linked to Loyalty Program Member

On the Transaction Journal Related List, Linked to Loyalty Program Member

On the Voucher Related List, linked to Loyalty Program member

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

Incorporate the 'Member Summary Embedded Dashboard' on the Contact record

Incorporate the 'Transaction Journals' related list on the Contact record

Incorporate the 'Member Summary Embedded Dashboard' on the Contact record

Incorporate the Member Service Manager Home Dashboard on the Contact record

Incorporate the 'Transaction Journals' related list on the Contact record

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

What are the three essential steps to establish a Loyalty promotion with Salesforce CDP and Marketing Cloud? Select three

Transmit Loyalty Promotion Segments to Marketing Cloud

Activate and Publish the Segment

Enable Connector Settings on all the Loyalty Objects E. Enable Service Connector for Promotion Escalations.

Transmit Loyalty Promotion Segments to Marketing Cloud

Automatically Generate a New Individual Relationship

Activate and Publish the Segment

Enable Connector Settings on all the Loyalty Objects E. Enable Service Connector for Promotion Escalations.

A company has an existing Loyalty Program. The Salesforce Administrator has been asked to automate the current redemption process for non-qualifying points based on the products, regions, available dates and tiers. What task does the Administrator need to complete first to implement a decision table for the redemption process?

Create a decision table with input & output values

Create a flow to confirm members have points to redeem

Set the 'Is Redeemable' flag on the Loyalty Program Currency

Create an object with fields for storing redemption details

Cloud Kicks has tasked its Loyalty Consultant with setting up its new Loyalty Management platform. The business requirement is to create personalized experiences across its customer journey.Which solution should the Loyalty Consultant utilize to create personalized customer experiences?

Salesforce Order Management System

Universal Containers (UC) plans to implement Loyalty Management and change its current strategy of giving benefits to all members equally. UC wants to use its Loyalty program to build a network of brand advocates-people who are willing to endorse the UC brand because of positive experiences.Which three ways can Loyalty Management help to fulfill the new strategy?

Send promotions at the right time to the right program members using Salesforce CDP's market segmentation capabilities

Create a Loyalty program tier with member benefits to keep customers engaged.

Issue tickets to a concert to any Loyalty member that posts a product review on social media

Send promotions at the right time to the right program members using Salesforce CDP's market segmentation capabilities

Define a transactional point-based program, in which one point is earn for every dollar spent

Create a Loyalty program tier with member benefits to keep customers engaged.

Issue tickets to a concert to any Loyalty member that posts a product review on social media

Maintain a Loyalty solution on separate systems (Loyalty Management for accruals and an External Analytics system) to ensure data integrity

A company has recently rolled out a Loyalty Program with three tiers. The lowest tier is Silver, and the highest tier is Platinum. The company decided to offer Platinum members exclusive access to VIP events.How should an Administrator configure the Loyalty Program for Platinum members?

Set up Members 'Exclusive Access to VIP Events' as a Loyalty Tier Benefit

Set up Members 'Exclusive Access to VIP Events' as a Voucher

Set up Members 'Exclusive Access to VIP Events' as a Member Promotion

Set up Members 'Exclusive Access to VIP Events' as a Transaction Journal

Set up Members 'Exclusive Access to VIP Events' as a Loyalty Tier Benefit

Northern Trail Outfitters an online clothing store has recently enabled the Loyalty Program. Which objects count toward data storage capacity?

Person Account, Orders, Loyalty Program Members, Transaction Journals

Person Account, Loyalty Ledgers, Cases, Loyalty Program Currency

Person Account, Email Messages, Transaction Journals, Loyalty Member Currency

Person Account, Loyalty Member Tier, Orders, Loyalty Program Members

An IT Administrator has received a request from the Customer Service team to enable agents to view the Loyalty Program Member information on a Case record in Service Cloud.What steps should the Administrator take to configure this?

On the Case Page Layout, the View Member Profile' component should be added and the required Related Lists from Loyalty Program Member should be selected

On the Case Page Layout, the Related Record component should be added with the 'First Lookup' selected as the 'Loyalty Program 0 Member'

On the Case Page Layout, the View Member Profile' component should be added and the required Related Lists from Loyalty Program Member should be selected

On the Case Page Layout, the Loyalty Program Member Related Lists are available and should be directly embedded to show the Loyalty information

On the Case Page Layout, the View Related Membership' action should be added to the Highlights panel and the Loyalty information to be displayed should be selected

A Consultant was tasked with setting up the connection between Salesforce Loyalty Management and Marketing Cloud. The Consultant created a new user account in Marketing CloudWhich two items on the Marketing Cloud user account should the Consultant configure to enable the user account to successfully connect with Salesforce Loyalty Management?

Grant access to the correct business unit

User account must exist within the Loyalty Management org

Grant access to the correct business unit

Assign the permission set to the user account

How is Loyalty Management data, including Loyalty Program, Loyalty Tier, and Member Benefits made available in Salesforce CDP?

Configure Loyalty Management Bundle Data Mappings.

Configure Loyalty data in the CDP through S3 buckets (Cloud).

Configure the Loyalty Data Accelerator Package.

Ensure Loyalty data is enabled and mapped in the CDP daily.

Configure Loyalty Management Bundle Data Mappings.

For the integration of Loyalty Management and Service Cloud, which two methods should a Technical Consultant use for associating a Loyalty Program Member with a Case?

Add the loyalty Program Members' related list on the Case page layout

Add the 'Cases' related list on the Loyalty Program Member page layout

Add the loyalty Program Members' related list on the Case page layout

Add the 'Create Case' action on the Loyalty Program Member page layout

Add the 'Associate Program Member' action on Case page layout

Add the 'Cases' related list on the Loyalty Program Member page layout

What are the three steps required to complete integration between Loyalty and B2C Commerce Cloud when using the reference cartridge?

Configure Loyalty Program preferences for B2C Commerce Site

Configure connected app named B2C Loyalty Connector

Add Loyalty Management for Commerce Cartridge

Configure Loyalty Program preferences for B2C Commerce Site

Install Loyalty Management for B2C Commerce Package

Configure connected app named B2C Loyalty Connector

Configure connected app named B2C Commerce Loyalty Connector

Add Loyalty Management for Commerce Cartridge

A Loyalty Manager wants to send an SMS to a member's mobile device after the member has made a purchase and their non-qualifying points have been increased.An integrated solution between Salesforce Loyalty Management and Salesforce Marketing Cloud is proposed to meet this business need.Which two Salesforce solutions are required to meet the business's needs?

Marketing Cloud Personalization

A Consultant needs to design a new tier-upgrade process for a new Loyalty Program. The custom object to store the qualified members and a batch job is identified for this process.Which two components should the Consultant select for this process?

A flow to perform the tier-upgrade rule and another flow to perform the tier-upgrade orchestration process

A data-processing-engine (DPE) to identify the qualified members

A flow to perform both tier-upgrade rule and tier-upgrade orchestration process

A flow to schedule and process the custom object's pending records and another flow to perform tier-upgrade orchestration process

A flow to perform the tier-upgrade rule and another flow to perform the tier-upgrade orchestration process

A data-processing-engine (DPE) to identify the qualified members

What is the recommended approach to creating a large multi-country, multi-currency, and tier-dependent Redemption Catalogue?

Create a Decision Table and define the Redemption Catalogue as business rules.

Create a Decision Tree using Flows with a leaf for every combination

Create a Loyalty Process with different rules to manage every combination

Create a Decision Table and define the Redemption Catalogue as business rules.

Create an Apex Class and implement a Redemption Catalogue engine.

A hotel group has implemented a Loyalty Member Portal for its program members, but some members are experiencing issues accessing their Loyalty Program-specific records on the portal.What should an Administrator do to ensure the Loyalty members can access Loyalty record information when using the portal?

Using Experience Cloud sharing sets, specify Account as the object of your sharing set

For the Loyalty Member, 'Enable Customer User' on the Contact or 'Enable Partner User' on the Account

Using Experience Cloud sharing sets, specify Account as the object of your sharing set

Ensure the Allow using standard external profiles for self-registration, user creation, and login' is enabled

In the Partner Account record, 'Enable Customer User' on the Contact associated

For the Loyalty Member, 'Enable Customer User' on the Contact or 'Enable Partner User' on the Account

Ensure the 'Allow using customer profiles for self-registration, user creation, and login' is enabled

Universal Container (UC) is developing a points-based Loyalty Program after the last accrual transaction.How can the Salesforce Administrator set up this expiration model?

Set up Expire Activity Based Non-Qualifying Points

Set up Expire Activity Based Qualifying Points

Set up Expire Fixed Non-Qualifying Points

Set up Expire Activity Based Non-Qualifying Points

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?

Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration

Voucher Management and Benefit Action

Voucher Management and Benefits Setup

Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration

Voucher Management; Benefits Setup (in Program console); Benefit Action to process benefits

What is the correct implementation approach for an Administrator to target a promotion only for specific products?

Map products to promotion through an out-of-the-box Related List

Create a custom list on the promotion

Map products to promotion through an out-of-the-box Related List

Create product attributes in Promotion Setup

Add promotion to the lookup field on the product

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

Assign Analytics for Loyalty User Permissions.

Schedule dataflow for the analytics

Assign Analytics for Loyalty User Permissions.

Create standard Salesforce reports and dashboard

Schedule dataflow for the analytics

Create an App using existing templates

Which two actions should an Administrator execute when a tier is changed manually?

Assign Member Tier Benefits Action

Create a scheduled job to perform tier change.

Assign Member Tier Benefits Action

Process Transaction Journals batch job

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?

Non-Qualifying Points and Qualifying Points

Non-Qualifying Points and Activity Points

Fixed Model and Qualifying Points

A sports clothing and accessories retailer is setting up a new Loyalty program. The company wants an effective way to create urgency in its Loyalty program members to return to purchase and redeem their points within a specified period. The entire points balance expires if a member's last activity, including any purchase or points redemption, reaches 18 months.What steps should a Loyalty Consultant follow to meet the retailer's requirement when implementing the new Loyalty program?

Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'

Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'

Set up a Qualifying Points currency and apply the expiration model 'Activity Model'

Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'

Set up a Qualifying Points currency and apply the expiration model 'Fixed Model'

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?

Data-based segmentation strategy

Transaction journey data is automatically archived

Customers are rewarded based on their tiers

Data-based segmentation strategy

An Administrator uses Analytics for Loyalty to develop an InApp-Dashboard showing top and bottom agent performers on the Loyalty call center.Which dashboard readily available through the Analytics Studio tool can be used to track agents' performance based on the number of members assisted, customer satisfaction scores, and modifications?

Loyalty Member Services Dashboard

Member Services Manager Home Dashboard

Loyalty Member Services Dashboard

A member reaches out to the Member Services team regarding points that have expired and requests to restore them. The Loyalty program has a fixed model expiration for non-qualifying points.How should the Member Services Agent restore the expired points and also set them to expire in the next two months?

Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date

Delete the transaction journal that expired the points and re-run the expiration Data Processing Engine job after two months

Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date

Edit the 'Credit' ledgers corresponding to the points that expired and extend the expiration date to two months from the current date

Edit the Loyalty Member Currency record to restore the Points Balance and set the 'NextExpirationDate' field to two months from the current date

A new segment in Customer Data Platform (CDP) will be used for sending notification emails to members with the following requirements: - The mail is sent on the first day of the month to the members that will have their membership expire at the end of the same month, starting from the 1st of April to 30th of June- member's expiry-date are standardized to the last day of the month.Which two configuration options below should be used for the new segment to fulfill this segmentation requirement?

In the Segmentation Rule, Use 'LoyaltyProgramMember' as the Direct object, > Operator: 'This Month' for the 'Membership Expiry Date' attribute.

In 'Segment Property,' set 'Publish Schedule' to '24 hours' and the appropriate 'Start Date' and 'End Date

In 'Segment Property', set 'Publish Schedule' to 'Don't Refresh'.

In the Segmentation Rule, Use 'LoyaltyProgramMember' as the Direct object, > Operator: 'This Month' for the 'Membership Expiry Date' attribute.

In the Segmentation Rule, Use 'LoyaltyProgramMember' as the Direct object, > Operator: 'Next Number of days' = 30 for the 'Membership Expiry Date' attribute.

In 'Segment Property,' set 'Publish Schedule' to '24 hours' and the appropriate 'Start Date' and 'End Date

Salesforce Certified Loyalty Management Practice Test 2

A Loyalty Program Manager has proposed a new promotion with the following redemption requirements on their non-qualifying points for the two respective tiers.

* for Gold-tier members, a single non-qualifying point is equal to $2 if the total purchase value is $200 or more.

* for Gold-tier members, a single non-qualifying point is equal to $1 if the total purchase value is less than $200.

* for Gold-tier members, a single non-qualifying point is equal to $1, irrespective of the total value of the purchase.

Considering the above requirements, which three redemption rule options should be selected for the proposed promotion?

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Salesforce Certified Loyalty Management Practice Test 2

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Salesforce Certified Loyalty Management Practice Tests

Practice Tests