Salesforce Salesforce Certifications SALESFORCE-LOYALTY-MANAGEMENT Questions & Answers

• Question 1:

  Universal Containers implemented a Loyalty Program six months ago. The Loyalty Program Manager noticed a recent decrease in program efficiency. Now the Manager wants to incorporate a targeted strategy.

  Which two benefits should the Administrator expect as a result of running the strategy?

  A. Personalized digital marketing

  B. Transaction journey data is automatically archived

  C. Customers are rewarded based on their tiers

  D. Data-based segmentation strategy

  Correct Answer: AD

  Incorporating a targeted strategy in a Loyalty Program can lead to the following benefits:

  Personalized digital marketing (A):A targeted strategy allows for more personalized communication and offers, tailored to the specific behaviors, preferences, and tiers of loyalty program members, enhancing member engagement and

  program effectiveness.

  Data-based segmentation strategy (D):By leveraging data to segment the loyalty program members, the program can deliver more relevant and appealing offers and communications, increasing member satisfaction and program participation.

  Automatically archiving transaction journey data (option B) is more of a data management practice and not directly a benefit of running a targeted strategy. Rewarding customers based on their tiers (option C) is a common practice in loyalty

  programs but does not specifically result from implementing a targeted strategy. Salesforce documentation on Loyalty Management would detail the advantages of implementing targeted strategies within loyalty programs, including how to

  leverage Salesforce tools for personalized marketing and data-driven segmentation.

• Question 2:

  A loyalty Program has two existing partners, a snacks manufacture and a beverages importer. There are two new products that need to be directly associated with the respective partner products within the loyalty partner product section.

  The below products have been added to the system and are available under the product objects.

  Chocolate cookies, linked with product category snacks

  Green soda from beverage importer

  Which two steps should an Administrator take to fulfill task with the least effort?

  A. Add the partner in the lookup on the snack product

  B. Choose `'Category'' option and map the Chocolate cookies to the partner.

  C. Add the partner in the Lookup on the Chocolate cookie product.

  D. Choose `'Product" option and map the green soda to the partner

  Correct Answer: CD

  To associate the new products with their respective partners within the loyalty partner product section, the Administrator should take two steps. For the Chocolate cookies linked with the snack category, the Administrator should add the partner in the Lookup on the Chocolate cookie product. This directly associates the product with the specific partner responsible for the snack category. Similarly, for the Green soda from the beverage importer, the Administrator should choose the `Product' option and map the Green soda to the partner. This step ensures that the beverage product is correctly associated with the beverage importer, maintaining accurate and organized tracking of partner products within the Loyalty Program. These configurations facilitate seamless management and representation of partner products within the program, enhancing the clarity and efficiency of partner product associations.

• Question 3:

  An Administrator needs to analyze the performance of the Loyalty Program.

  What Loyalty Analytics permission does a System Administrator need to set up and customize?

  A. Loyalty Analytics User

  B. CLAAnalytics Base Admin

  C. Data Pipeline User

  D. CRM Analytics User

  Correct Answer: A

  To analyze the performance of the Loyalty Program, a System Administrator needs to set up and customize Loyalty Analytics, which requires theLoyalty Analytics User (A)permission. This permission set enables the administrator to access Loyalty Analytics features, configure reports, and customize dashboards to analyze various aspects of the Loyalty Program's performance, such as member engagement, tier progression, redemption rates, and more. Option B (CLAAnalytics Base Admin), Option C (Data Pipeline User), and Option D (CRM Analytics User) refer to different aspects of Salesforce analytics and data management, which, while potentially relevant in broader contexts, are not specifically tailored to the setup and customization of Loyalty Analytics within Salesforce Loyalty Management. Salesforce documentation on Loyalty Management and Analytics would provide guidance on leveraging analytics capabilities to gain insights into Loyalty Program performance, guiding data-driven decision-making and program optimization.

• Question 4:

  How is Loyalty Management data, including Loyalty Program, Loyalty Tier, and Member Benefits made available in Salesforce CDP?

  A. Configure Loyalty data in the CDP through S3 buckets (Cloud).

  B. Configure the Loyalty Data Accelerator Package.

  C. Ensure Loyalty data is enabled and mapped in the CDP daily.

  D. Configure Loyalty Management Bundle Data Mappings.

  Correct Answer: D

  Loyalty Management data, including Loyalty Program, Loyalty Tier, and Member Benefits, is made available in Salesforce CDP throughConfigure Loyalty Management Bundle Data Mappings (D). This approach involves setting up specific data mappings within Salesforce CDP to ensure that data from Loyalty Management is correctly ingested, transformed, and made available within CDP for further analysis and segmentation.

• Question 5:

  Universal Containers (UC) has defined a points-based Loyalty Program, and the Loyalty members must receive an email with the point balance every time it is updated.

  What should the Salesforce Administrator set up to enable a real-time currency model?

  A. Create a Flow to update the Points Balance field

  B. Enable Real-Time Update of Qualifying Points Balance

  C. Enable Real-Time Update of Non-Qualifying Points Balance

  D. Non-Qualifying Points updates happen in real-time by default

  Correct Answer: B

  To enable real-time updates of point balances in a points-based Loyalty Program, the Salesforce Administrator should:

  Option B"Enable Real-Time Update of Qualifying Points Balance." This feature ensures that any changes to a member's qualifying points balance are immediately reflected, allowing for real-time communication of point updates. Reference:

  Salesforce Loyalty Management documentation on point balance management outlines features and configurations for real-time updates of qualifying points balances, ensuring members are promptly informed of changes.

• Question 6:

  The Loyalty Program Manager at Northern Trail Outfitters (NTO) has defined a new Promotion in Salesforce Loyalty Management. NTO would like to communicatethisnew Promotion with its eligible members.

  Which two integrated Salesforce applications can facilitate this com

  A. Salesforce Cloud Intelligence

  B. Salesforce Field Service Lightning

  C. Salesforce Customer Data Platform

  D. Salesforce Marketing Cloud

  Correct Answer: CD

  To communicate a new Promotion to eligible Loyalty Program members, Northern Trail Outfitters can utilize integrated Salesforce applications such as:

  Option C:Salesforce Customer Data Platform (CDP), which allows for the aggregation and management of customer data, enabling targeted communication based on member attributes and behaviors.

  Option D:Salesforce Marketing Cloud, which offers robust email marketing and customer engagement tools. By integrating Loyalty Management data with Marketing Cloud, NTO can create personalized and targeted email campaigns to

  inform members about new promotions.

  Reference: Salesforce documentation on Customer Data Platform and Marketing Cloud provides guidelines on how these platforms can be integrated with Loyalty Management to enable targeted and personalized communication with Loyalty

  Program members.

• Question 7:

  A Consultant will need to create a new voucher definition for a new voucher, wherever the new voucher has the requirements. A total of two vouchers will be issued to the member.

  The first voucher has a face value of $100, and the second voucher has a face value of $200.

  Both vouchers must be used within three months after the first voucher's disbursement date.

  The first voucher will be issued to the members over a period of a month.

  Which voucher definition settings will fulfill the new voucher's requirements?

  A. Type:Fixedvalued,Expiration Type:Period, Expiration Period:3,expiration Period Unit Month, Face Value:$300, Partial Redeemable:Checked

  B. Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Unchecked

  C. Type: Fixed valued, Expiration Type: Period, Expiration Period: 90, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Checked

  D. Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: UnChecked

  Correct Answer: A

  To fulfill the new voucher's requirements, the voucher definition settings should be: Type: Fixed Value, Expiration Type: Period, Expiration Period: 3, Expiration Period Unit: Month, Face Value: $300, Partial Redeemable: Checked. This configuration ensures that two vouchers with the specified face values can be issued within the defined period and used within three months after the first voucher's disbursement date. The 'Partial Redeemable' option allows the vouchers to be used partially, providing flexibility in how they are redeemed by the members.

• Question 8:

  What is the correct implementation approach for an Administrator to target a promotion only for specific products?

  A. Create a custom list on the promotion

  B. Map products to promotion through an out-of-the-box Related List

  C. Create product attributes in Promotion Setup

  D. Add promotion to the lookup field on the product

  Correct Answer: B

  To target a promotion only for specific products in a Loyalty Program, the correct implementation approach is toMap products to promotion through an out-of-the-box Related List (B). This approach leverages standard Salesforce functionality, allowing administrators to associate specific products with a promotion directly within the promotion's record. This direct mapping ensures clarity and ease of administration, enabling targeted promotional activities that are specific to certain products. Option A (Create a custom list on the promotion), Option C (Create product attributes in Promotion Setup), and Option D (Add promotion to the lookup field on the product) are not standard Salesforce Loyalty Management functionalities for associating products with promotions and may require custom development or configuration that is more complex and less maintainable than using out-of-the-box related lists. Salesforce documentation on Loyalty Management would detail the process for setting up and managing promotions, including how to associate promotions with specific products to achieve targeted marketing objectives within the Loyalty Program.

• Question 9:

  Northern Trail Outfitters an online clothing store has recently enabled the Loyalty Program. Which objects count toward data storage capacity?

  A. Person Account, Orders, Loyalty Program Members, Transaction Journals

  B. Person Account, Loyalty Ledgers, Cases, Loyalty Program Currency

  C. Person Account, Email Messages, Transaction Journals, Loyalty Member Currency

  D. Person Account, Loyalty Member Tier, Orders, Loyalty Program Members

  Correct Answer: A

  In Salesforce, objects that count toward data storage capacity includePerson Account, Orders, Loyalty Program Members, Transaction Journals (A). These objects are essential components of a Loyalty Program and each record created within these objects occupies space in Salesforce's data storage. Person Accounts and Orders are standard Salesforce objects, while Loyalty Program Members and Transaction Journals are custom objects introduced by the Loyalty Management application, all contributing to the overall data storage usage.

• Question 10:

  The Member Services team wants to view the information of a member's recent transactions and manual adjustments on the Contact record.

  What are the two recommendations that an IT Administrator should suggest?

  A. Embed the `Member Summary Embedded Dashboard on the Contact record

  B. Embed the Member Service Manager Home Dashboard on the Contact record

  C. Add the `Transaction Journals' related list to the Contact record

  D. Add the `View Member Profile' component on the Contact record

  Correct Answer: AC

  To provide the Member Services team with the information they need directly on the Contact record, the IT Administrator can take two main actions. Firstly, embedding the 'Member Summary Embedded Dashboard' on the Contact record allows the team to have a visual and comprehensive overview of a member's loyalty activities, including recent transactions and adjustments, directly within the context of the contact. This dashboard is specifically designed to aggregate and display relevant loyalty information, making it a suitable tool for quick insights. Secondly, adding the 'Transaction Journals' related list to the Contact record enables the team to view detailed entries of each transaction and manual adjustment made by or for the member. This related list provides granular data about each activity, allowing for a deeper analysis and understanding of the member's loyalty interactions. These recommendations are based on best practices for Salesforce Loyalty Management, ensuring that the team has access to both summarized and detailed loyalty information within their usual workflows, enhancing efficiency and providing a holistic view of member activities.