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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Strategies and Design | 16% | - Apply implementation best practices - Plan promotion lifecycle and marketing strategies - Design loyalty architecture and solution overview - Define points, redemption processes and benefit structures - Align loyalty solutions with business needs and requirements |
| Topic 2: Loyalty Program and Process Configuration | 52% | - Define experiential rewards and promotions - Build analytics and reporting dashboards - Set up tier models, levels and rules - Configure partner management and incentives - Establish access controls and permissions - Manage member profiles, enrollment and status - Configure core loyalty program features |
| Topic 3: On-Going Loyalty Management | 10% | - Leverage mobile and advanced features - Monitor program performance and optimize campaigns - Resolve operational and service issues - Manage deployment across sandbox and production |
| Topic 4: Integration | 22% | - Use API templates and data exchange standards - Connect with Salesforce CDP and external systems - Integrate with Commerce Cloud, Service Cloud, Marketing Cloud |
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NEW QUESTION # 94
What are the three essential steps to establish a Loyalty promotion with Salesforce CDP and Marketing Cloud? Select three
Answer: A,C,E
Explanation:
To establish a Loyalty promotion with Salesforce CDP (Customer Data Platform) and Marketing Cloud, the three essential steps are:
* Transmit Loyalty Promotion Segments to Marketing Cloud (A):This step involves sharing segmented data from Salesforce CDP to Marketing Cloud, enabling targeted marketing campaigns based on loyalty promotion criteria.
* Activate and Publish the Segment (C):Once the segments are defined and populated with the relevant Loyalty Program Members, the segment needs to be activated and published to be used in campaigns and promotions within Marketing Cloud.
* Enable Connector Settings on all the Loyalty Objects (D):This involves configuring the integration between Salesforce CDP, Loyalty Management, and Marketing Cloud by enabling the necessary connector settings, ensuring seamless data flow and communication between these platforms for the promotion.
Option B (Automatically Generate a New Individual Relationship) and E (Enable Service Connector for Promotion Escalations) are not directly related to the essential steps for establishing a loyalty promotion with Salesforce CDP and Marketing Cloud.
NEW QUESTION # 95
The Loyalty Administrator for Northern Trail Outfitters (NTO) Insider program defines tier groups - Status Tier Group with a Fixed Model and Period of one year. The three tiers are defined - Silver (base), Gold (next tier), and Platinum (the highest tier).
Qualifying Points reset date is set at December 31,2022, with a frequency of one year.
Extend Expiration for this tier group is Qualifying Points Reset Date.
A member joins NTO Insider in the Silver tier and, after a year of engagement, gets upgraded to the Gold tier on March 16, 2023.
Which date would be the new Expiry date for this member after the tier is upgraded to Gold?
Answer: B
Explanation:
For a member who joins the NTO Insider program in the Silver tier and gets upgraded to the Gold tier on March 16, 2023, the new expiry date after the tier upgrade would be December 31, 2024 (C). This is because the tier group is defined with a Fixed Model and a Period of one year, with the Qualifying Points reset date set at December 31, 2022, and a frequency of one year. The Extend Expiration setting being tied to the Qualifying Points Reset Date means that regardless of when the tier upgrade occurs within the year, the expiration of the new tier status aligns with the annual reset date, extending to the end of the following reset period, which would be December 31, 2024.
This approach ensures that members who achieve a higher tier partway through the year enjoy the benefits of that tier for the remainder of the current year plus the entire next year, providing a full year's benefit from the point of the annual reset.
Salesforce documentation on Loyalty Management would outline the functionality and configuration options for tier groups, tier upgrades, and expiration settings, guiding administrators on setting these up to meet the program's strategic objectives and ensure clarity and fairness for members.
NEW QUESTION # 96
The Loyalty Administrator for Northern Trail Outfitters (NTO) Insider program defines tier groups - Status Tier Group with a Fixed Model and Period of one year. The three tiers are defined - Silver (base), Gold (next tier), and Platinum (the highest tier).
Qualifying Points reset date is set at December 31,2022, with a frequency of one year.
Extend Expiration for this tier group is Qualifying Points Reset Date.
A member joins NTO Insider in the Silver tier and, after a year of engagement, gets upgraded to the Gold tier on March 16, 2023.
Which date would be the new Expiry date for this member after the tier is upgraded to Gold?
Answer: B
Explanation:
For a member who joins the NTO Insider program in the Silver tier and gets upgraded to the Gold tier on March 16, 2023, the new expiry date after the tier upgrade would be December 31, 2024 (C). This is because the tier group is defined with a Fixed Model and a Period of one year, with the Qualifying Points reset date set at December 31, 2022, and a frequency of one year. The Extend Expiration setting being tied to the Qualifying Points Reset Date means that regardless of when the tier upgrade occurs within the year, the expiration of the new tier status aligns with the annual reset date, extending to the end of the following reset period, which would be December 31, 2024.
This approach ensures that members who achieve a higher tier partway through the year enjoy the benefits of that tier for the remainder of the current year plus the entire next year, providing a full year's benefit from the point of the annual reset.
Salesforce documentation on Loyalty Management would outline the functionality and configuration options for tier groups, tier upgrades, and expiration settings, guiding administrators on setting these up to meet the program's strategic objectives and ensure clarity and fairness for members.
NEW QUESTION # 97
A sports clothing and accessories retailer has a strategic partnership with other businesses that provide sports equipment and outdoor sports experiences. This retailer wants its Loyalty program members to be able to redeem their points when shopping with its redemption partners.
When creating a Loyalty Program partner record, how should an Administrator set up the partners in the Loyalty management application?
Answer: D
Explanation:
For a retailer looking to allow Loyalty program members to redeem points with redemption partners, the correct setup in Salesforce Loyalty Management involves configuring the partner record as a redemption partner. This includes:
Setting the program partner type to "redemption" to indicate that the partner is involved in the points redemption process.
Activating the partner record to make it available for transactions within the Loyalty Management application.
Defining the redemption cost per unit, which specifies how many points are required for members to redeem specific rewards or benefits from the partner.
This setup ensures that Loyalty program members can redeem their points when shopping with strategic partners, aligning with the retailer's goal of enhancing the value and utility of their Loyalty program.
NEW QUESTION # 98
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?
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 # 99
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