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| Section | Weight | Objectives |
|---|---|---|
| Member Management | 15% | - Configure Member Types and Member Accounts - Understand the Member Enrollment Process - Manage Member Statuses and Data Privacy |
| Integration & Data Model | 15% | - Understand the Loyalty Management Data Model - Integrate with Salesforce CDP (Customer Data Platform) - Use APIs for Loyalty Management |
| Promotions & Rewards | 25% | - Understand Voucher Management - Define rewards and benefit catalogs - Configure Loyalty Promotions |
| Loyalty Program Design & Setup | 25% | - Understand the business requirements and configure the Loyalty Program - Configure program types (B2B, B2C, B2B2C) - Define and configure Loyalty Tiers |
| Currencies & Points | 20% | - Manage expiration policies for points - Define Rules for earning and redeeming points - Configure Qualifying and Non-Qualifying currencies |
>> Salesforce-Loyalty-Management Guide <<
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NEW QUESTION # 19
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: C,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 # 20
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: D
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 # 21
A Customer Support Manager noticed that the customers support team's performance decreased since the company rolled out the Loyalty Program. The customer Support Agents complain that finding information about the Loyalty Program Member takes a lot of the time.
What is the standard solution to display the information regarding the Loyalty?
Program Member on the case detail page?
Answer: A
Explanation:
To efficiently display information about the Loyalty Program Member on the case detail page, embedding Loyalty Member Profile Cards is a standard solution. These profile cards are designed to provide a concise and comprehensive view of the member's loyalty information, including membership details, points balance, tier status, and recent transactions, directly within the context of a case. This allows customer support agents to quickly access relevant loyalty information without navigating away from the case record, improving efficiency and enabling better support. Salesforce documentation suggests using embedded components like profile cards to enhance user experience and access to information within record pages.
NEW QUESTION # 22
What two fields are attributed to a Loyalty Program entity in the Salesforce Customer Data Platform?
Answer: A,B
NEW QUESTION # 23
What are the three essential steps to establish a Loyalty promotion with Salesforce CDP and Marketing Cloud?
Select three
Answer: A,B,D
NEW QUESTION # 24
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