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| Section | Objectives |
|---|---|
| Earning and Redemption Rules | - Reward redemption processes - Points accrual and earning strategies |
| Member Lifecycle Management | - Tier management and progression rules - Enrollment and member onboarding |
| Program Setup and Configuration | - Defining tiers, currencies, and rewards - Creating loyalty programs in Salesforce |
| Loyalty Engagement and Promotions | - Partner and coalition loyalty programs - Campaigns and promotional incentives |
| Loyalty Management Fundamentals | - Loyalty program types and structures - Core concepts of loyalty programs |
| Analytics and Reporting | - Reporting dashboards and insights - Loyalty program performance metrics |
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NEW QUESTION # 25
A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app.
Which two statement correctly describes hot to grant proper access on the user detail page?
Answer: A,B
NEW QUESTION # 26
Which set of features should a Consultant check before setting up expanded partner management?
Answer: D
Explanation:
Before setting up expanded partner management in Salesforce Loyalty Management, a Consultant should verify the following features are available:
Option C: An "Advanced" license, which typically provides a broader set of functionalities and capabilities within Salesforce applications, including Loyalty Management.
"PostPaid Billing Type," indicating the billing arrangement with partners, which is relevant for managing financial transactions within the Loyalty Program.
"Partner Ledgers," which are necessary for tracking financial transactions and point exchanges with partners.
"Partner Conversion Factor for Currencies," enabling the management of loyalty points and currency conversion across different geographies and partner locations.
These features collectively support the expanded management of partner relationships within the Loyalty Program, including financial transactions, point conversions, and international operations.
NEW QUESTION # 27
A Loyalty Manager would like to monitor members' tier history in the dashboards from Analytics Studio App.
Which two fields need to be enabled in field history tracking in the Loyalty Member Tier object for this to be achieved?
Answer: B,C
Explanation:
To monitor members' tier history in the dashboards from the Analytics Studio App, the two fields that need to be enabled in field history tracking on the Loyalty Member Tier object are:
Change Reason Type (B): This field captures the type of change (e.g., manual adjustment, system-generated change) that led to the tier change, providing context for the tier history.
Reason for Change (D): This field provides specific reasons for the tier change, offering detailed insights into why a member's tier was adjusted, which is valuable information for analyzing member behavior and program effectiveness.
Option A (Loyalty Tier Group) and Option C (Loyalty Tier) are important fields for understanding tier structures and member status, but they do not specifically relate to tracking changes or the reasons behind tier history, which are crucial for analytical purposes.
Salesforce documentation on Loyalty Management and Analytics would provide guidance on configuring field history tracking and leveraging Analytics Studio to create insightful dashboards that monitor and analyze members' tier history, aiding in strategic decision-making and program optimization.
NEW QUESTION # 28
What are the three essential steps to establish a Loyalty promotion with Salesforce CDP and Marketing Cloud?
Select three
Answer: A,C,D
NEW QUESTION # 29
Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the Loyalty program. The consultant needs to add a program partner.
Which fields are required to set up a partner?
Answer: C
Explanation:
D, Name, Partnership Start Data, Industry, Status, Type
Explanation:
When adding a program partner in Salesforce Loyalty Management, the required fields include:
Name, Program, Program Partnership Category, Type, Billing Type (B): This combination of fields ensures that a program partner is properly defined and categorized within the Loyalty Management system.
Name: Identifies the partner within the loyalty program.
Program: Links the partner to a specific loyalty program.
Program Partnership Category: Categorizes the partner according to the nature of the partnership (e.g., accrual, redemption).
Type: Defines the nature of the partnership, such as whether the partner is involved in point accrual, redemption, or both.
Billing Type: Specifies how the partner is billed, which could be related to transaction fees, membership fees, or other financial arrangements.
Options A, C, and D include fields like "Partnership Start Data," "Industry," and "Status," which, while important, are not the core required fields for initially setting up a program partner in Salesforce Loyalty Management.
Salesforce Loyalty Management documentation provides comprehensive details on setting up program partners, including the required fields and best practices for managing partnerships to enhance member engagement and program value.
NEW QUESTION # 30
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