Salesforce Salesforce Certifications SALESFORCE-LOYALTY-MANAGEMENT Questions & Answers

• Question 41:

  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?

  A. December 31. 2023

  B. March 16,2024

  C. December 31,2024

  D. March 31, 2024

  Correct Answer: C

  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 beDecember 31, 2024 (C). This is because the tier group is defined with a Fixed Modeland 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.

• Question 42:

  Northern Trail Outfitters (NTO) has launched a new promotion, which gives a hat and a pair of gloves to each member of the Loyalty Program that bought a coat in winter. However, winter has arrived, and the reports are missing information about the voucher definition of hat and gloves associated with any existing voucher and have found that there are transactions that contain the coat product.

  Which two options should the Loyalty Administrator review to verify why the promotion vouchers associated with the members who have bought coats are missing?

  A. That the promotion has been created with the characteristics, correct dates, and the associated Voucher Definition.

  B. That the promotion has specified the Current Liability Amount.

  C. That the flow is active and has been created to apply the promotion.

  D. That the member is a campaign member of the promotion campaign.

  Correct Answer: AC

  To address the issue of missing promotion vouchers for members who purchased coats, the Loyalty Administrator should review:

  A:Ensure the promotion has been accurately created with the right characteristics and dates, and that the Voucher Definition is correctly associated. This verifies that the promotion is set up to trigger the desired rewards (hat and gloves) for

  qualifying purchases (coat).

  C:Confirm that the flow intended to apply the promotion is active and properly configured. This flow is responsible for detecting qualifying transactions and applying the voucher to the member's account.

  Reference: Salesforce Loyalty Management documentation emphasizes the importance of accurate promotion setup and the role of automation flows in applying promotions to eligible transactions.

• Question 43:

  The Loyalty Analytics Base App license provides technical Consultants access to Loyalty analytics data with what limitations?

  A. Rows do not have an analysis limit, only licenses do

  B. Administrators can analyze up to 25 million rows

  C. Administrators can analyze up to 1 million rows

  D. Administrators can analyze up to 10 million rows

  Correct Answer: D

  The Loyalty Analytics Base App license allows technical Consultants to access Loyalty analytics data with the limitation thatadministrators can analyze up to 10 million rows (D). This limitation is set to ensure system performance and scalability while providing sufficient data analysis capabilities for most loyalty program needs. Salesforce documentation on Loyalty Management and its integration with analytics tools would detail these limitations and provide best practices for managing and analyzing loyalty data within these constraints.

• Question 44:

  A company has an existing Loyalty Program, and the marketing team wants to start awarding 10% discounts and 100 points to new members upon sign-up.

  What does the Program Administrator need to do for a new member to earn this promotion?

  A. Create a record triggered flow using Journal Type, Journal SubType, Transaction Journal, and Process O Member Benefit Action

  B. Create a record triggered flow using Journal Type. Journal SubType, Transaction Journal. Credit Points action and Issue Voucher action

  C. Create an autolaunched flow using Transaction Journal, Loyalty Ledger,and Get Loyalty Promotions forTransactions

  D. Create an autolaunched flow using Journal Type. Journal SubType, Transaction Journal, Credit Points ?action, and Issue Voucher action

  Correct Answer: B

  To award new members with a 10% discount and 100 points upon sign-up, the Program Administrator should:

  B:Create a record-triggered flow using Journal Type, Journal SubType, Transaction Journal, Credit Points action, and Issue Voucher action. This flow will automate the process of crediting points and issuing discount vouchers to new

  members as part of the promotion.

  Reference: Salesforce documentation on automation with Flows provides a framework for setting up complex business processes, such as awarding promotional benefits to Loyalty Program members upon specific triggers like sign-up.

• Question 45:

  A Loyalty member has achieved enough points for Gold tier status; however, the member reports some benefits are missing.

  What should the Administratordo to troubleshoot and correct the error?

  A. Confirm the member is assign to the correct tier and that tier has benefits

  B. Adjust points on the member record to trigger member benefits actions

  C. Confirm the program and member are in an active status

  D. Issue a promotion to the member of the mission benefits

  Correct Answer: A

  To troubleshoot and correct the issue of a Loyalty member missing benefits despite achieving Gold tier status, the Administrator should first confirm that the member is assigned to the correct tier and that the tier includes the expected benefits. This involves checking the member's tier assignment within the Loyalty Program to ensure it reflects their Gold status and reviewing the associated tier benefits to confirm they are correctly configured and active. This step is crucial in identifying any discrepancies or issues in tier assignment or benefit configuration that may be causing the member to miss out on their entitled benefits.

• Question 46:

  An Administrator must configure a tier point reset for a Loyalty Program to occur once every two years.

  Which two setting does the Administrator need to consider in this scenario?

  A. The Loyalty tier group field is populated.

  B. The qualifying point reset date, period, and frequency are set on the tier group.

  C. The Currency type field must correspond to qualifying.

  D. The currency type field must correspond to non-qualifying.

  Correct Answer: B

  For configuring a tier point reset in Salesforce Loyalty Management that occurs once every two years, the administrator needs to consider:

  The qualifying point reset date, period, and frequency are set on the tier group (B):This setting ensures that members' qualifying points are reset according to the specified schedule, in this case, every two years. This reset mechanism is

  crucial for maintaining the program's competitiveness and encouraging ongoing member engagement.

  The option A, "The Loyalty tier group field is populated," is a prerequisite for tier management but not directly related to the reset settings. Options C and D, regarding the Currency type field, are not relevant to the tier point reset settings, as

  the resetpertains to the accumulation and expiration of qualifying points within the tier structure, not the currency type.

  Salesforce Loyalty Management documentation would provide detailed instructions on configuring tier resets, including the impact of different settings on member tiers and how to communicate changes effectively to maintain member

  satisfaction and engagement.

• Question 47:

  Northern Trail, outfitters (NTO) needs to process tier assessment rules on its member's anniversarydate NTO wants to set up a Data Process Engine that transforms the data that is available in Salesforce and writes back the transformation results as new or updated records.

  Which Kind of permission Set is required to enable the Data Processing Engine definitions?

  A. CLAAnalytics Base Admin

  B. Data Pipelines Base User

  C. Rule Engine Designer

  D. Loyalty Analytics admin

  Correct Answer: B

  To enable the Data Processing Engine for processing tier assessment rules on members' anniversary dates, the required permission set is: Data Pipelines Base User (B):This permission set grants the necessary access to configure and manage Data Processing Engine definitions, allowing for the transformation of Salesforce data and the writing back of transformation results as new or updated records. This capability is crucial for automating tier assessments and other data-intensive processes within Salesforce Loyalty Management. Options A (CLA Analytics Base Admin), C (Rule Engine Designer), and D (Loyalty Analytics Admin) do not specifically pertain to enabling the Data Processing Engine for tier assessment and other data processing tasks within Loyalty Management. Salesforce documentation on Loyalty Management and Data Processing Engine would provide insights into the required permissions and best practices for setting up and managing data transformations and tier assessments within a loyalty program.

• Question 48:

  What two ways could an Administrator configure a Promotion to target a specificaudience?

  A. This functionality does not exist in Salesforce Loyalty Management.

  B. Create a campaign for a promotion. Create member segments in a third-partytool. Associate the members to campaigns via Campaign Members.

  C. Create a segment in the Salesforce Customer Data Platform and associatethe segment to the promotion

  D. Link a promotion to a campaign and associate a segment to the campaign

  Correct Answer: CD

  To target a specific audience with a Promotion in Salesforce Loyalty Management, an administrator could:

  Option C"Create a segment in the Salesforce Customer Data Platform and associate the segment to the promotion." This allows for precise targeting based on detailed segmentation criteria.

  Option D"Link a promotion to a campaign and associate a segment to the campaign." This method utilizes Salesforce's campaign management features to target promotions to specific segments.

  Reference: Salesforce Loyalty Management documentation on promotions and segmentation provides insights into how promotions can be targeted to specific audiences using Salesforce CDP and campaign functionalities.

• Question 49:

  A company has new accrual and redemption partner that they wish to add to its Loyalty program as part of a strategic business partnership.

  Once the Administrator selects the loyalty program, which steps should the Administrator take to add new partner to the program?

  A. Enter the program partner name > Associate to an account> Set program partner type to `Both' (Accrual and Redemption)

  B. Enter the partner contact name > Associate to a partner Contact Name > Set program type to `Both' (Accrual and Redemption)

  C. Enter the program partner name > Associate to a Partner Contact Name > Set program partner type to `Both' (Accrual and Redemption)

  D. Chose relevant account name to Associate to the program > Set program partner type to `Both' (Accrual and Redemption)

  Correct Answer: A

  To add a new accrual and redemption partner to a Loyalty program in Salesforce Loyalty Management, the steps are:

  Enter the program partner name > Associate to an account > Set program partner type to `Both' (Accrual and Redemption) (A):This process involves identifying the new partner by name, associating them with a specific account in Salesforce

  to link their business details, and defining their role in the loyalty program as both an accrual and redemption partner. This ensures that thepartner can both award points to members for eligible transactions and redeem points for rewards,

  enhancing the program's value and appeal to members. Options B, C, and D offer variations that do not align with the standard process for adding a new partner in Salesforce Loyalty Management. The correct procedure involves associating

  the partner with an account (not just a contact) and specifying their role in terms of point accrual and redemption to ensure clear and effective partnership management within the program.

  Salesforce Loyalty Management documentation provides guidelines on adding and managing program partners, including the steps to integrate new partners effectively, ensuring they contribute positively to the loyalty program's goals and

  member experiences.

• Question 50:

  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?

  A. Name, Partnership Start Data, Industry, Status, Billing Type

  B. Name, Program, Program Partnership Category, Type, Billing Type

  C. Name, Partnership Start Data, Billing Type, Status, Type D, Name, Partnership Start Data, Industry, Status, Type

  Correct Answer: B

  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. 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.