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Salesforce Salesforce-Loyalty-Management Exam Syllabus Topics:

Section	Weight	Objectives
On-Going Loyalty Management	10%	- Manage deployment across sandbox and production - Resolve operational and service issues - Monitor program performance and optimize campaigns - Leverage mobile and advanced features
Strategies and Design	16%	- Align loyalty solutions with business needs and requirements - Design loyalty architecture and solution overview - Plan promotion lifecycle and marketing strategies - Define points, redemption processes and benefit structures - Apply implementation best practices
Integration	22%	- Use API templates and data exchange standards - Integrate with Commerce Cloud, Service Cloud, Marketing Cloud - Connect with Salesforce CDP and external systems
Loyalty Program and Process Configuration	52%	- Define experiential rewards and promotions - Configure core loyalty program features - Build analytics and reporting dashboards - Set up tier models, levels and rules - Configure partner management and incentives - Manage member profiles, enrollment and status - Establish access controls and permissions

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Salesforce Loyalty Management Accredited Professional Exam Sample Questions (Q13-Q18):

NEW QUESTION # 13
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?

A. Create Data Processing jobs
B. Create a Connected App in Platform
C. Create custom objects in Loyalty
D. Create customer integration code

Answer: D

NEW QUESTION # 14
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?

A. Embed Loyalty Member Profile Cards
B. Create a Screen Flow
C. Create formula fields on Case Object
D. Develop a custom component

Answer: A

Explanation:
To efficiently display information about the Loyalty Program Member on the case detail page, embedding Loyalty Member Profile Cards is a standard solution. These profile cards are designed to provide a concise and comprehensive view of the member's loyalty information, including membership details, points balance, tier status, and recent transactions, directly within the context of a case. This allows customer support agents to quickly access relevant loyalty information without navigating away from the case record, improving efficiency and enabling better support. Salesforce documentation suggests using embedded components like profile cards to enhance user experience and access to information within record pages.

NEW QUESTION # 15
What are the three required steps in settings up Loyalty promotion with Salesforce CDP and Marketing Cloud?

A. Send Loyalty Promotion Segments to marketing Cloud
B. Activating and Publishing the Segment
C. Enable Service Connector for Promotion Escalations.
D. Automatically Add a New Individual Relationship
E. Enable Connector Settings on all the Loyalty Objects

Answer: B,D,E

NEW QUESTION # 16
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?

A. Tier-model = fixed
B. Extend Expiration = member enrollment anniversary
C. Tier-model = anniversary
D. Extend Expiration = no extension

Answer: A,D

Explanation:
To meet the specifications of resetting the qualifying period once a year on the 31st of March and not extending the member tier upon expiration, the Consultant should configure the Loyalty tier groups with a Tier-model = fixed and Extend Expiration = no extension. The fixed tier model ensures that the qualifying period and tier criteria remain constant over time, while the 'no extension' setting ensures that member tiers do not automatically extend beyond their expiration date. This configuration aligns with the requirement for a clear, annual reset and non-extension of tier status, ensuring a consistent and predictable tier progression structure within the Loyalty Program.

NEW QUESTION # 17
What is the most efficient way to automatically reset qualifying points for high volume Loyalty Programs?

A. Develop an Apex Time Trigger to scan all Member Currencies and reset Qualifying points every time a reset period has expire
B. 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
C. Use the out-of-the-box 'Reset Qualifying Points" data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.
D. The reset period is defined at the Tier Group level; Loyalty Management will automatically process it every night to ensure efficient point calculation

Answer: C

NEW QUESTION # 18
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