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| Section | Weight | Objectives |
|---|---|---|
| Loyalty Program and Process Configuration | 52% | - Configure core loyalty program features - Establish access controls and permissions - Set up tier models, levels and rules - Build analytics and reporting dashboards - Configure partner management and incentives - Define experiential rewards and promotions - Manage member profiles, enrollment and status |
| Integration | 22% | - Connect with Salesforce CDP and external systems - Integrate with Commerce Cloud, Service Cloud, Marketing Cloud - Use API templates and data exchange standards |
| On-Going Loyalty Management | 10% | - Leverage mobile and advanced features - Resolve operational and service issues - Monitor program performance and optimize campaigns - Manage deployment across sandbox and production |
| Strategies and Design | 16% | - Design loyalty architecture and solution overview - Align loyalty solutions with business needs and requirements - Apply implementation best practices - Plan promotion lifecycle and marketing strategies - Define points, redemption processes and benefit structures |
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NEW QUESTION # 94
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?
Answer: C,D
Explanation:
To set up a 10% discount on top of the annual summer sale for loyalty program customers in Salesforce Loyalty Management, the consultant must:
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 (B): This step involves setting up a new promotion specifically for the summer sale, defining it as a standard promotion type, and specifying that the fulfillment action for eligible members will be to issue a voucher, which in this case would be the 10% discount voucher.
Create within the Loyalty Experience tab a new voucher definition where the Type Is Discount Percentage and the Expiration Type is fixed Date (D): This step involves defining a new voucher that applies a discount percentage (10% in this case) to purchases, with a fixed expiration date to limit the offer to the summer sale period. This ensures that the promotion is time-bound and encourages members to take advantage of the offer during the sale.
Options A and C involve creating a voucher definition and a benefit type, respectively, but do not align precisely with the steps required to set up a promotion that includes issuing a discount percentage voucher with a fixed expiration date for a specific campaign like the summer sale.
Salesforce Loyalty Management documentation would provide detailed guidance on creating promotions and vouchers, ensuring that loyalty program consultants can effectively design and implement targeted offers to enhance member engagement and sales during key promotional periods.
NEW QUESTION # 95
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?
Answer: A
Explanation:
To ensure staff buy-in and boost adoption and engagement with the new Loyalty Program, Universal Containers should:
D: Define a company-wide initiative that includes the operations team. Engaging all relevant departments from the outset ensures a holistic approach to the implementation and addresses concerns and skepticism by involving those who will be directly impacted by the new Loyalty solutions.
NEW QUESTION # 96
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?
Answer: B,D
Explanation:
For integrating Loyalty Management and Service Cloud, a Technical Consultant should use the following methods to associate a Loyalty Program Member with a Case:
Add the Loyalty Program Members' related list on the Case page layout (A): This allows agents to view and access loyalty program member information directly from a Case record.
Add the 'Cases' related list on the Loyalty Program Member page layout (D): This enables the viewing and management of cases related to a specific loyalty program member from their loyalty member record.
These configurations enhance the integration between Loyalty Management and Service Cloud, providing a seamless experience for service agents handling loyalty program members' inquiries and cases.
NEW QUESTION # 97
A loyalty Program would like to set up a new process where a push notification or email will be sent to the client immediately after avoucher is added to their member account within Salesforce Marketing Cloud.
The notification message will require the "first name" and the "membership number" to personalize the message and, a custom object named
"voucher issued" with the necessary dataattributes.
Which option for the entry event should be selected as the preferred implementation approach that can meet the requirements with the least amount of development effort?
Answer: B
Explanation:
For the scenario described, where a loyalty program wants to send an immediate notification after a voucher is added to a member ' s account, the entry event in Salesforce Marketing Cloud needs to trigger off of the creation of a record in Salesforce that contains the necessary data attributes for personalization.
Option C is the most suitable choice because it specifies an entry event based on the " Voucher, " " Contact, " and " LoyaltyProgramMember " objects. This approach aligns with the requirements because it directly utilizes the " first name " from the Contact object and the " membership number " from the LoyaltyProgramMember object, which are necessary for personalizing the notification message.
Moreover, Option C would likely require the least amountof development effort because it leverages existing Salesforce data and related objects without the need for additional configuration or data extensions. In contrast, other options would require the setup of a data extension or custom objects that may notbe directly tied to the triggering event, thereby increasing the complexity and development effort.
In Salesforce Marketing Cloud, Journey Builder is the tool that would be used to create this customer journey.
It allows for the configuration of entry events based on data changes in Salesforce, such as the addition of a voucher to a member ' s account. The real-time nature of this trigger is essential for the immediate notification requirement.
According to Salesforce ' s official documentation, using Salesforce data as the entry source for a journey allows for real-time messaging based on record creation or updates. This means that as soon as a voucher record is created or updated in Salesforce, the entry event can trigger and begin the journey, which will sendthe personalized notification to the member.
In practice, setting up this entry event in Journey Builder would involve specifying the criteria for the trigger (in this case, the creation of a voucher) and mapping the necessary data fields for personalization. This is consistent with Salesforce ' s best practices for creating personalized, real-time customer engagements through Journey Builder.
Salesforce ' s documentation on Journey Builder and real-time event triggers provides further details on how to configure these types of journeys and can be referred to for step-by-step guidance and the latest feature updates.
NEW QUESTION # 98
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?
Answer: B
Explanation:
To integrate real-time point earning from an external eCommerce system into Salesforce Loyalty Management, utilizing an AppExchange app can be an efficient solution. These apps are designed to bridge Salesforce with external systems, enabling seamless data exchange. When a Loyalty Program Member makes a purchase on the eCommerce platform, the app can facilitate the automatic creation of 'Transaction Journals' in Salesforce, reflecting the earned points in real-time. This approach minimizes the need for custom development, leveraging pre-built solutions to enhance the loyalty experience and maintain accurate, up-to-date member point balances.
NEW QUESTION # 99
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