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Salesforce Salesforce-Loyalty-Management Exam Syllabus Topics:

SectionWeightObjectives
On-Going Loyalty Management10%- Resolve operational and service issues
- Manage deployment across sandbox and production
- Monitor program performance and optimize campaigns
- Leverage mobile and advanced features
Integration22%- Use API templates and data exchange standards
- Connect with Salesforce CDP and external systems
- Integrate with Commerce Cloud, Service Cloud, Marketing Cloud
Loyalty Program and Process Configuration52%- Manage member profiles, enrollment and status
- Define experiential rewards and promotions
- Configure partner management and incentives
- Establish access controls and permissions
- Build analytics and reporting dashboards
- Configure core loyalty program features
- Set up tier models, levels and rules
Strategies and Design16%- Define points, redemption processes and benefit structures
- Plan promotion lifecycle and marketing strategies
- Apply implementation best practices
- Align loyalty solutions with business needs and requirements
- Design loyalty architecture and solution overview

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Salesforce Loyalty Management Accredited Professional Exam Sample Questions (Q14-Q19):

NEW QUESTION # 14
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?

Answer: A

Explanation:
To fulfill the new voucher's requirements, the voucher definition settings should be: Type: Fixed Value, Expiration Type: Period, Expiration Period: 3, Expiration Period Unit: Month, Face Value: $300, Partial Redeemable: Checked. This configuration ensures that two vouchers with the specified face values can be issued within the defined period and used within three months after the first voucher's disbursement date. The 'Partial Redeemable' option allows the vouchers to be used partially, providing flexibility in how they are redeemed by the members.


NEW QUESTION # 15
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?

Answer: C

Explanation:
To add a new accrual and redemption partner to a Loyalty program in Salesforce Loyalty Management, the steps are:
* Enter the program partner name > Associate to an account > Set program partner type to 'Both' (Accrual and Redemption) (A): This process involves identifying the new partner by name, associating them with a specific account in Salesforce to link their business details, and defining their role in the loyalty program as both an accrual and redemption partner. This ensures that the partner can both award points to members for eligible transactions and redeem points for rewards, enhancing the program's value and appeal to members.
Options B, C, and D offer variations that do not align with the standard process for adding a new partner in Salesforce Loyalty Management. The correct procedure involves associating the partner with an account (not just a contact) and specifying their role in terms of point accrual and redemption to ensure clear and effective partnership management within the program.
Salesforce Loyalty Management documentation provides guidelines on adding and managing program partners, including the steps to integrate new partners effectively, ensuring they contribute positively to the loyalty program's goals and member experiences.


NEW QUESTION # 16
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?

Answer: B

Explanation:
Salesforce Loyalty Management offers two types of currency out-of-the-box that can be configured to accomplish the company's objectives for rewarding members based on purchases and engagement:
Non-Qualifying Points and Qualifying Points (B): Non-Qualifying Points are typically used for redemption purposes, allowing members to redeem these points for rewards or benefits. Qualifying Points, on the other hand, are often used to determine a member's tier or status within the loyalty program, often based on their purchases or engagement activities.
Fixed Model and Activity Model (option A), Activity Points (option C), and Fixed Model in combination with Qualifying Points (option D) are not types of currency offered by Salesforce Loyalty Management. The system specifically uses Non-Qualifying and Qualifying Points to differentiate between points that contribute to tier status and those available for redemption.
Salesforce documentation on Loyalty Management would detail the configuration and use of these currencies within a loyalty program, including how they can be tailored to meet specific program objectives.


NEW QUESTION # 17
Universal Containers (UC) has a Loyalty Program with a Loyalty Member Portal implemented using the Loyalty Experience Cloud template. UC is planning to launch a new Loyalty Program and wantsto retain the same design and functionalities of the existing Loyalty Member Portal.
Which two steps should UC consider during the implementation of the new Loyalty Program?

Answer: A,C

Explanation:
When implementing a new Loyalty Program while retaining the design and functionalities of an existing Loyalty Member Portal built with the Loyalty Experience Cloud template, Universal Containers should consider:
* Option B:Utilizing existing Experience Cloud components to ensure consistency in design and functionality. This approach leverages the reusable nature of Experience Cloud components, allowing for efficient replication of the portal ' s look and feel without the needfor extensive redevelopment.
* Option D:Creating a new Loyalty Member Portal specifically for the new Loyalty Program. This ensures that the new program has a dedicated portal tailored to its unique requirements while maintaining the desired design and functionalities. This approach allows for customization and scalability, accommodating any program-specific features or requirements.
Reference: Salesforce Experience Cloud documentation emphasizes the reusability of components and the flexibility in creatingmultiple portals for different purposes, including Loyalty Programs.


NEW QUESTION # 18
Ursa Major Solar has recently rolled out its Loyalty Program. The customer support agents need access to Loyalty Program Member's information. The System Administrator at Ursa Major Solar has placed the Loyalty Members Profile Cards on the Lightning Record Page, and all access is granted; however, it is still not visible on the page.
What setting is missing and preventing the visibility of the pages?

Answer: D

Explanation:
In Salesforce Loyalty Management, visibility issues of components such as the Loyalty Members Profile Cards on the Lightning Record Page can often be traced back to configuration settings related to the Loyalty Program itself. While options A, B, and D mention various dashboards (Member Summary, Member Preferences, and Member NPS), these are not directly related to the visibility of profile cards on the Lightning Record Page.
The correct setting that is likely missing and preventing the visibility of the Loyalty Members Profile Cards is the configuration of the Loyalty Program as Primary. This setting is crucial because it defines which Loyalty Program is considered the main one for the organization. Without setting a Loyalty Program as Primary, Salesforce might not properly display related components, such as the Loyalty Members Profile Cards, due to a lack of context about which program's information should be displayed.
In Salesforce, the concept of a "Primary" program is used in various contexts to denote the main or default record among multiple. Similarly, in the context of Loyalty Management, setting a Loyalty Program as Primary ensures that its related data and components are given precedence and are properly displayed in the user interface, including on Lightning Record Pages.
For reference, Salesforce documentation on Loyalty Management typically covers the setup and configuration of Loyalty Programs, including how to designate a program as Primary. Although the exact steps can vary based on the Salesforce release and customizations, administrators typically need to navigate to the Loyalty Management settings or related setup area, find the specific Loyalty Program configuration section, and select an option or checkbox to designate a program as the Primary Loyalty Program for the organization.


NEW QUESTION # 19
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