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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Currencies & Points | 20% | - Manage expiration policies for points - Configure Qualifying and Non-Qualifying currencies - Define Rules for earning and redeeming points |
| Topic 2: Promotions & Rewards | 25% | - Define rewards and benefit catalogs - Understand Voucher Management - Configure Loyalty Promotions |
| Topic 3: Integration & Data Model | 15% | - Understand the Loyalty Management Data Model - Integrate with Salesforce CDP (Customer Data Platform) - Use APIs for Loyalty Management |
| Topic 4: Loyalty Program Design & Setup | 25% | - Configure program types (B2B, B2C, B2B2C) - Define and configure Loyalty Tiers - Understand the business requirements and configure the Loyalty Program |
| Topic 5: Member Management | 15% | - Configure Member Types and Member Accounts - Understand the Member Enrollment Process - Manage Member Statuses and Data Privacy |
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質問 # 21
What three types of vouchers can be configured in Loyalty Management?
正解:B、D、E
質問 # 22
A Marketing Manager is trying to find a dashboard that shows a reward programs progress but does not see any reports or dashboards with this information.
What does an Administrator need to do to present Loyalty Program data to the Marketing Manager?
正解:A
解説:
To present Loyalty Program data to the Marketing Manager, an Administrator needs to enable CRM Analytics and create a Loyalty app within it. CRM Analytics (formerly Einstein Analytics) allows for the creation of custom analytics apps that can visualize and analyze data from various sources, including Salesforce Loyalty Management. By creating a Loyalty app within CRM Analytics, the Administrator can design dashboards and reports specifically tailored to the needs of the Marketing Manager, providing insights into the reward program's progress and effectiveness.
質問 # 23
Northern Trail Outfitters wants to show member information in its member portal hosted outside of Salesforce.
What is a prerequisite for using Loyalty APIs to fetch the member information?
正解:B
解説:
For Northern Trail Outfitters to display member information in its external member portal, a crucial prerequisite is the creation of a Connected App in Salesforce Platform. This Connected App facilitates secure API access to Salesforce data, including Loyalty Management information, by providing an authentication and authorization framework.
By setting up a Connected App, Northern Trail Outfitters can establish a secure connection between its external member portal and Salesforce, enabling the retrieval of member information through Loyalty APIs. This setup ensures that the external portal can access up-to-date loyalty data, such as member points, tier status, and transaction history, in a secure and controlled manner, enhancing the member experience outside of Salesforce.
質問 # 24
What three facts should the administrator consider when creating and managing member groups?
正解:B、C
質問 # 25
A company is designing a new Loyalty Program to reward its members based on purchases and short-term and long-term engagement with the program.
Which two types of currency does Salesforce Loyalty Management offer out-of-the-box that can be configured to accomplish the company's Loyalty Program objectives?
正解:A
解説:
Salesforce Loyalty Management offers two types of currency out-of-the-box that can be configured to accomplish the company's objectives for rewarding members based on purchases and engagement:
* Non-Qualifying Points and Qualifying Points (B): Non-Qualifying Points are typically used for
* redemption purposes, allowing members to redeem these points for rewards or benefits. Qualifying Points, on the other hand, are often used to determine a member's tier or status within the loyalty program, often based on their purchases or engagement activities.
Fixed Model and Activity Model (option A), Activity Points (option C), and Fixed Model in combination with Qualifying Points (option D) are not types of currency offered by Salesforce Loyalty Management. The system specifically uses Non-Qualifying and Qualifying Points to differentiate between points that contribute to tier status and those available for redemption.
Salesforce documentation on Loyalty Management would detail the configuration and use of these currencies within a loyalty program, including how they can be tailored to meet specific program objectives.
質問 # 26
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