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| Section | Weight | Objectives |
|---|---|---|
| Points and Rewards Management | 20% | - Configure reward types and catalogs - Implement point expiration and adjustment rules - Manage loyalty currency (points) operations - Process point transactions (earning, redeeming, adjusting) |
| Loyalty Management Fundamentals | 15% | - Identify key business outcomes loyalty management drives - Describe the core concepts of loyalty management - Explain loyalty program types and structures |
| Member Management | 20% | - Manage member enrollment and registration - Implement member lifecycle stages - Create and manage loyalty program members - Configure member tiers and benefits |
| Loyalty Program Configuration | 25% | - Design tier structures and qualification criteria - Configure earning and redemption rules - Implement program mechanics and journey milestones - Set up loyalty programs, rules, and promotions |
| Analytics and Reporting | 10% | - Analyze member engagement and program performance - Monitor loyalty metrics and KPIs - Use Loyalty Management reporting features |
| Partner Management | 10% | - Manage partner program participation - Configure loyalty partners and relationships - Set up partner earning and redemption rules |
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質問 # 20
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?
正解：C、D
解説：
To provide the Member Services team with the information they need directly on the Contact record, the IT Administrator can take two main actions. Firstly, embedding the 'Member Summary Embedded Dashboard' on the Contact record allows the team to have a visual and comprehensive overview of a member's loyalty activities, including recent transactions and adjustments, directly within the context of the contact. This dashboard is specifically designed to aggregate and display relevant loyalty information, making it a suitable tool for quick insights.
Secondly, adding the 'Transaction Journals' related list to the Contact record enables the team to view detailed entries of each transaction and manual adjustment made by or for the member. This related list provides granular data about each activity, allowing for a deeper analysis and understanding of the member's loyalty interactions.
These recommendations are based on best practices for Salesforce Loyalty Management, ensuring that the team has access to both summarized and detailed loyalty information within their usual workflows, enhancing efficiency and providing a holistic view of member activities.
質問 # 21
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 snacks
Green soda from beverage importer
Which two steps should an Administrator take to fulfill task with the least effort?
正解：A、D
解説：
To associate the new products with their respective partners within the loyalty partner product section, the Administrator should take two steps. For the Chocolate cookies linked with the snack category, the Administrator should add the partner in the Lookup on the Chocolate cookie product. This directly associates the product with the specific partner responsible for the snack category.
Similarly, for the Green soda from the beverage importer, the Administrator should choose the 'Product' option and map the Green soda to the partner. This step ensures that the beverage product is correctly associated with the beverage importer, maintaining accurate and organized tracking of partner products within the Loyalty Program. These configurations facilitate seamless management and representation of partner products within the program, enhancing the clarity and efficiency of partner product associations.
質問 # 22
What three types of vouchers can be configured in Loyalty Management?
正解：A、D、E
解説：
In Salesforce Loyalty Management, the types of vouchers that can be configured include:
* Promo Code (A): This voucher type allows members to redeem a code for a specific offer or discount, typically used in marketing promotions and online purchases.
* Discount Percentage (B): This type of voucher provides a percentage-based discount on products or services, offering flexibility in creating varied promotional offers for loyalty program members.
* Fixed Value (C): Fixed Value vouchers offer a specific monetary value that can be applied as a discount or credit towards purchases, providing a straightforward benefit to loyalty program members.
The option D, "Gift Card," and E, "Product or Service," while potentially part of a loyalty program's offerings, are not classified as voucher types within the standard configurations of Salesforce Loyalty Management.
Vouchers are typically used for discounts or special offers rather than representing a stored monetary value or specific products/services.
The Salesforce Loyalty Management documentation would include detailed information on configuring and managing different types of vouchers, ensuring that loyalty program administrators can effectively create and offer a variety of benefits to meet their program's goals and member needs.
質問 # 23
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?
正解：C
解説：
Personalized benefits for each Loyalty Program member can be displayed On the Member Benefit Related List, linked to Loyalty Program Member (B). This related list can be configured on the Loyalty Program Member page layout to show the specific benefits that a member is entitled to, based on their tier and personalized criteria. This setup allows for a clear and organized display of benefits, making it easy for members and administrators to understand the perks associated with each member's status.
質問 # 24
A company has recently rolled out the Loyalty Program in the production environment. The Loyalty Manager is unable to edit any Loyalty Management objects.
What permission set license is required to edit the Loyalty Management Objects?
正解：A
解説：
To edit Loyalty Management objects, the "Loyalty Management" permission set license is required. This license grants users the necessary permissions to access and modify Loyalty Management-specific data and configurations.
* Option B "Loyalty Management" is the correct answer as it directly relates to the permissions needed to work with Loyalty Program configurations and objects within Salesforce.
* Options A, C, and D pertain to analytics and data pipeline functionalities and do not grant permissions to edit Loyalty Management objects.
質問 # 25
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