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| Section | Weight | Objectives |
|---|---|---|
| Loyalty Program Configuration | 25% | - Design tier structures and qualification criteria - Implement program mechanics and journey milestones - Configure earning and redemption rules - Set up loyalty programs, rules, and promotions |
| Points and Rewards Management | 20% | - Process point transactions (earning, redeeming, adjusting) - Configure reward types and catalogs - Implement point expiration and adjustment rules - Manage loyalty currency (points) operations |
| Analytics and Reporting | 10% | - Analyze member engagement and program performance - Monitor loyalty metrics and KPIs - Use Loyalty Management reporting features |
| Loyalty Management Fundamentals | 15% | - Describe the core concepts of loyalty management - Explain loyalty program types and structures - Identify key business outcomes loyalty management drives |
| Member Management | 20% | - Configure member tiers and benefits - Create and manage loyalty program members - Implement member lifecycle stages - Manage member enrollment and registration |
| Partner Management | 10% | - Configure loyalty partners and relationships - Manage partner program participation - Set up partner earning and redemption rules |
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NEW QUESTION # 36
What two fields are attributed to a Loyalty Program entity in the Salesforce Customer Data Platform?
Answer: A,C
Explanation:
Within the Salesforce Customer Data Platform (CDP), the Loyalty Program entity is attributed with various fields that help in managing and analyzing the loyalty program's performance. Two essential fields attributed to this entity are Created Date and Last Modified Date.
The Created Date field records the timestamp when the Loyalty Program entity was initially created in the system, providing a reference point for the program's inception. The Last Modified Date field, on the other hand, keeps track of the most recent update made to the Loyalty Program entity, offering insights into the program's maintenance and evolution over time.
These fields are crucial for administrative and analytical purposes, allowing businesses to monitor the lifecycle of their loyalty programs and make data-driven decisions based on the program's history and modifications.
NEW QUESTION # 37
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 # 38
The Loyalty Administrator for Northern Trail Outfitters (NTO) defines Basic and Premium as the two Tiers for its Insider program. They want to define a free product sample for all members in Premium Tier.
How does NTO configure tiers within the Loyalty Program to give vouchers for members in the Premium Tier?
Answer: B
Explanation:
To configure tiers within the Loyalty Program at Northern Trail Outfitters (NTO) for giving vouchers to members in the Premium Tier, the configuration involves Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration (C). This comprehensive approach allows for the creation and management of vouchers as benefits associated with the Premium Tier, the setup of these benefits within the Loyalty Program console to specify the conditions and entitlements, and the use of Salesforce Flow for orchestrating the process of issuing vouchers to qualifying members.
This method ensures that vouchers are systematically managed, associated with the correct tier and member eligibility criteria, and efficiently distributed to members through automated processes, enhancing the value and appeal of the Premium Tier.
Salesforce documentation on Loyalty Management would detail the steps for setting up and managing tier-based benefits, including the use of Voucher Management and Flow for effective benefit administration and member engagement.
NEW QUESTION # 39
A customer from an airline Loyalty program purchases a ticket, which will accrue qualifying and non-qualifying points according to the Loyalty rules.
Which two automations can be used to set up transactions and points accrual?
Answer: A,D
Explanation:
In the context of Salesforce Loyalty Management, when setting up transactions and points accrual for a customer purchasing a ticket in an airline loyalty program, the appropriate automations are Evaluation Flow and Schedule-Triggered Flow.
* Evaluation Flow: This automation can be set up to evaluate transactions as they occur, applying loyalty program rules to determine if the transaction qualifies for point accrual and, if so, how many points should be awarded. This is crucial for real-time processing and immediate feedback to loyalty program members.
* Schedule-Triggered Flow: This type of automation is used to evaluate transactions on a scheduled basis, which can be daily, weekly, or any other predefined schedule. It is useful for batch processing transactions, such as nightly batch jobs that process all transactions from the day and apply loyalty points accordingly.
The use of Autolaunched Flow (No Trigger) and Screen Flow would not be as appropriate in this scenario.
Autolaunched Flows without a trigger require manual initiation or a programmatic event, which might not be efficient for real-time transaction processing. Screen Flows are interactive and require user input, which is not suitable for automated transaction and points accrual processing.
References to official Salesforce documentation on flows and automation in Salesforce Loyalty Management would provide further insights into how these automations can be set up and utilized effectively.
NEW QUESTION # 40
A Loyalty Program Manager has proposed a new promotion with the following redemption requirements on their non-qualifying points for the two respective tiers.
* for Gold-tier members, a single non-qualifying point is equal to $2 if the total purchase value is $200 or more.
* for Gold-tier members, a single non-qualifying point is equal to $1 if the total purchase value is less than
$200.
* for Gold-tier members, a single non-qualifying point is equal to $1, irrespective of the total value of the purchase.
Considering the above requirements, which three redemption rule options should be selected for the proposed promotion?
Answer: B,C,D
NEW QUESTION # 41
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