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| Section | Objectives |
|---|
| Topic 1: Member and Account Management | - Member enrollment and profiles
- 1. Account linking and identity management
- 2. Member status tracking
|
| Topic 2: Data Model and Integration | - Loyalty data architecture
- 1. Standard objects and relationships
- 2. Integration with Salesforce platform services
|
| Topic 3: Program Setup and Configuration | - Loyalty program structure
- 1. Redemption rules configuration
- 2. Earning rules configuration
- Tier management
- 1. Tier benefits assignment
- 2. Tier qualification rules
|
| Topic 4: Engagement and Promotions | - Campaign and promotion setup
- 1. Event-based rewards triggers
- 2. Targeted loyalty promotions
|
| Topic 5: Loyalty Management Fundamentals | - Core concepts of loyalty programs
- 1. Points, tiers, and rewards model
- 2. Member lifecycle management
|
| Topic 6: Reporting and Analytics | - Loyalty performance tracking
- 1. Dashboards and reports
- 2. Member behavior insights
|
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Salesforce Loyalty Management Accredited Professional Sample Questions (Q101-Q106):
NEW QUESTION # 101
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?
- A. Enter the program partner name > Associate to an account> Set program partner type to 'Both' (Accrual and Redemption)
- B. Chose relevant account name to Associate to the program > Set program partner type to 'Both' (Accrual and Redemption)
- C. Enter the partner contact name > Associate to a partner Contact Name > Set program type to 'Both' (Accrual and Redemption)
- D. Enter the program partner name > Associate to a Partner Contact Name > Set program partner type to
'Both' (Accrual and Redemption)
Answer: A
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 # 102
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?
- A. Edit the Loyalty Member Currency record to restore the Points Balance and set the 'NextExpirationDate' field to two months from the current date
- B. Edit the 'Credit' ledgers corresponding to the points that expired and extend the expiration date to two months from the current date
- C. Delete the transaction journal that expired the points and re-run the expiration Data Processing Engine job after two months
- D. 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
Answer: D
Explanation:
To restore expired points for a member in a Loyalty program with a fixed model expiration for non-qualifying points and set them to expire in the next two months, the Member Services Agent should:
* 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 (B): This action allows for the direct adjustment of the member's points balance, including the ability to specify a new expiration date for the credited points. It's a straightforward and effective way to restore expired points and set a new expiration date, aligning with the member's request.
Deleting the transaction journal that expired the points (option A), editing the 'Credit' ledgers (option C), or editing the Loyalty Member Currency record (option D) are not standard practices for restoring expired points and setting a new expiration date in Salesforce Loyalty Management.
Salesforce documentation on Loyalty Management would detail the process for adjusting points, including how to handle requests for restoring expired points and setting new expiration dates, ensuring member satisfaction and program integrity.
NEW QUESTION # 103
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. Use the out-of-the-box 'Reset Qualifying Points" data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.
- C. 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
- 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: B
NEW QUESTION # 104
Using extensive Data Processing Engine jobs to modify Salesforce data at scale, which two limits should be monitored?
- A. Data Pipeline Limits
- B. Record Storage Limits
- C. Batch Limit in Bulk Api
- D. Apex Governor Limits
Answer: A,B
Explanation:
When using extensive Data Processing Engine (DPE) jobs to modify Salesforce data at scale, the two limits that should be monitored are:
* Option A "Record Storage Limits," as extensive data processing and modification can significantly impact the volume of data stored in Salesforce, potentially reaching storage capacity limits.
* Option C "Data Pipeline Limits," since DPE jobs involve data processing tasks that may be constrained by the limits of Salesforce's data processing capabilities and resources.
NEW QUESTION # 105
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?
- A. Create with the external system to create Transaction Journals.
- B. Download an app from the AppExchange to connect Salesforce and the external system.
- C. Create customer web service with Order Object
- D. Create an schedule process to call the external system.
Answer: A
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 # 106
......
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