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| Section | Objectives |
|---|---|
| Reporting and Analytics | - Loyalty performance tracking
|
| Loyalty Management Fundamentals | - Core concepts of loyalty programs
|
| Engagement and Promotions | - Campaign and promotion setup
|
| Member and Account Management | - Member enrollment and profiles
|
| Data Model and Integration | - Loyalty data architecture
|
| Program Setup and Configuration | - Tier management
|
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NEW QUESTION # 97
Which set of features should a Consultant check before setting up expanded partner management?
Answer: B
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 # 98
In which two scenarios should an Administrator use member engagement attributes?
Answer: A,C
Explanation:
In Salesforce Loyalty Management, member engagement attributes are used to track and reward customer behaviors that are not directly tied to transactions. In the scenarios provided:
* Member is eligible for 'Bonus days" if the member constantly spends more than $500 each month for a year (A): This scenario is ideal for using member engagement attributes to track consistent high spending over a year. The attributes can be used to monitor monthly spending and, once the criteria are
* met, trigger the bonus days reward.
* Member attends three trainings between March 1st and April 30th to get 200 bonus points (B): This is another perfect use case for member engagement attributes. The attributes can be set to track participation in specific events (like training sessions) and award points when the member meets the attendance requirement.
* Member buys apparel online and gets 400 bonus points if the member belongs to Gold Tier only (C):
This scenario is more about transactional behavior combined with tier status, which might not necessarily require the use of engagement attributes. Instead, this could be managed through regular transactional rules and tier benefits.
* Member enrolls in "welcome aboard" promotion for free surprise gift every quarter (D): While engagement attributes could potentially track enrollment in promotions, this scenario seems more straightforward and could be managed through the promotion and voucher functionalities in Salesforce Loyalty Management without the need for engagement attributes.
Engagement attributes are particularly useful for tracking non-purchase behaviors and engagements, providing a flexible tool to reward members for a wide range of activities, enhancing their loyalty and engagement with the program. The Salesforce Loyalty Management documentation provides extensive guidance on configuring and using member engagement attributes effectively.
NEW QUESTION # 99
A sports clothing and accessories retailer is setting up a new Loyalty program. The company wants an effective way to create urgency in its Loyalty program members to return to purchase and redeem their points within a specified period. The entire points balance expires if a member's last activity, including any purchase or points redemption, reaches 18 months.
What steps should a Loyalty Consultant follow to meet the retailer's requirement when implementing the new Loyalty program?
Answer: C
Explanation:
To create urgency for Loyalty program members to return and redeem their points within a specified period, where the entire points balance expires if a member's last activity reaches 18 months, the Loyalty Consultant should:
* Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model' (C): This setup allows for the expiration of Non-Qualifying Points based on member activity, specifically if there is no purchase or points redemption activity within an 18-month period. The Activity Model is used to track the last activity date and trigger expiration based on this inactivity period.
Setting up a Non-Qualifying Points currency with a 'Fixed Model' expiration (option A), a Qualifying Points currency with either 'Activity Model' (option B) or 'Fixed Model' expiration (option D), would not meet the retailer's requirement for creating urgency based on the last activity.
Salesforce documentation on Loyalty Management would provide guidance on configuring expiration models for loyalty currencies, ensuring that program objectives, such as encouraging regular member engagement, are achieved.
NEW QUESTION # 100
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: A
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 # 101
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: B,C
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 # 102
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