Salesforce Salesforce Certifications SALESFORCE-LOYALTY-MANAGEMENT Questions & Answers

• Question 51:

  The VP of Loyalty Technology at ABC Corp. wants to launch a new Loyalty program with minimal development time. However, its current Loyalty engine requires several complex system integrations with its marketing and customer service platforms. A Technical Consultant is brought in to assess the company's business requirements and recommend a feasible solution to deliver the desired Loyalty program for its customers.

  Which two seamless integrations within the Salesforce ecosystem, does Salesforce Loyalty Management offer that can be easily enabled by the Technical Consultant to meet the customer's business requirement?

  A. Salesforce Service Cloud

  B. Third-party Customer Data Platform (CDP)

  C. Supplier and Partner Ecosystem

  D. Salesforce Marketing Cloud

  Correct Answer: AD

  Salesforce Loyalty Management offers seamless integrations within the Salesforce ecosystem that can be easily enabled to meet ABC Corp.'s business requirements for launching a new Loyalty program, including:

  Option A:Salesforce Service Cloud, which can be integrated to manage customer service interactions and inquiries related to the Loyalty Program, enhancing the overall customer experience.

  Option D:Salesforce Marketing Cloud, which allows for the creation and management of targeted marketing campaigns to engage Loyalty Program members, promote rewards, and encourage participation. Reference: Salesforce

  documentation on Loyalty Management and its integration capabilities with Service Cloud and Marketing Cloud provides insights into how these platforms can be leveraged to support and enhance the functionality of Loyalty Programs.

• Question 52:

  Universal Containers (UC) plans to implement Salesforce Loyalty Management for a new Loyalty program; however, its operations team remains skeptical about the Loyalty solutions, such as rules, processes, and benefit types.

  Which option should UC consider when planning its implementation to ensure staff is helping to boost adoption and engagement?

  A. Describe the initiative to the Chief Marketing Officer team for their approval

  B. Define a strategy led by marketing and involving the finance team.

  C. Define a strategy led by marketing and involving the analytics team.

  D. Define a company-wide initiative, including an operations team.

  Correct Answer: D

  To ensure staff buy-in and boost adoption and engagement with the new Loyalty Program, Universal Containers should:

  D:Define a company-wide initiative that includes the operations team. Engaging all relevant departments from the outset ensures a holistic approach to the implementation and addresses concerns and skepticism by involving those who will

  be directly impacted by the new Loyalty solutions. Reference: Salesforce best practices for change management and Loyalty Program implementation stress the importance of inclusive planning and engagement across all functional areas of

  the business.

• Question 53:

  A large retail company wants to award its customers 500 points when they join the Loyalty Program. Which two configuration tasks below will be required to enable this type of award?

  A. Create a Transaction Journal with an Activity type of `'Enrollment'' that needs to be created when the customer signs up to join the Loyalty Program.

  B. Create a Process rule that awards 500 points when the Activity Type ='Enrollment''.

  C. Create a Loyalty Partner and associate one of the Partner's products that must be purchased to award the 500 points.

  D. Create a Benefit that adds 500 points when the new member reaches the Top Platinum Level tier.

  Correct Answer: AB

  To award customers 500 points upon joining the Loyalty Program, two key configuration tasks are required. Firstly, a Transaction Journal with an Activity type of `Enrollment' should be created to record the act of a customer signing up for the

  Loyalty Program. This transaction journal serves as a record of enrollment activities and is essential for tracking new members.

  Secondly, a Process Rule needs to be created that awards 500 points when the Activity Type equals `Enrollment'. This process rule automates the awarding of points to new members, ensuring that each new enrollment triggers the addition

  of 500 points to the member's account. This setup ensures a standardized and automated approach to rewarding new members, enhancing the member experience from the outset.

• Question 54:

  A Consultant needs to configure the Loyalty tier groups for a Loyalty Program with the following specifications:

  Qualifying period is reset once a year on the 31stof March.

  The member-tier is not extended upon expiration.

  Which two settings within the Loyalty tier groups configuration should the Consultant configure to meet the required specifications?

  A. Extend Expiration = member enrollment anniversary

  B. Tier-model = fixed

  C. Tier-model = anniversary

  D. Extend Expiration = no extension

  Correct Answer: BD

  To meet the specifications of resetting the qualifying period once a year on the 31st of March and not extending the member tier upon expiration, the Consultant should configure the Loyalty tier groups with a Tier-model = fixed and Extend Expiration = no extension. The fixed tier model ensures that the qualifying period and tier criteria remain constant over time, while the 'no extension' setting ensures that member tiers do not automatically extend beyond their expiration date. This configuration aligns with the requirement for a clear, annual reset and non-extension of tier status, ensuring a consistent and predictable tier progression structure within the Loyalty Program.

• Question 55:

  A loyalty Program would like to set up a new process where a push notification or email will be sent to the client immediately after a voucher is added to their member account within Salesforce Marketing Cloud.

  The notification message will require the "first name" and the "membership number" to personalize the message and, a custom object named

  "voucherissued" with the necessary data attributes.

  Which option for the entry event should be selected as the preferred implementation approach that can meet the requirements with the least amount of development effort?

  

  A. Option A

  B. Option B

  C. Option C

  D. Option D

  Correct Answer: C

  For the scenario described, where a loyalty program wants to send an immediate notification after a voucher is added to a member's account, the entry event in Salesforce Marketing Cloud needs to trigger off of the creation of a record in Salesforce that contains the necessary data attributes for personalization. Option C is the most suitable choice because it specifies an entry event based on the "Voucher," "Contact," and "LoyaltyProgramMember" objects. This approach aligns with the requirements because it directly utilizes the "first name" from the Contact object and the "membership number" from the LoyaltyProgramMember object, which are necessary for personalizing the notification message. Moreover, Option C would likely require the least amount of development effort because it leverages existing Salesforce data and related objects without the need for additional configuration or data extensions. In contrast, other options would require the setup of a data extension or custom objects that may not be directly tied to the triggering event, thereby increasing the complexity and development effort. In Salesforce Marketing Cloud, Journey Builder is the tool that would be used to create this customer journey. It allows for the configuration of entry events based on data changes in Salesforce, such as the addition of a voucher to a member's account. The real-time nature of this trigger is essential for the immediate notification requirement. According to Salesforce's official documentation, using Salesforce data as the entry source for a journey allows for real-time messaging based on record creation or updates. This means that as soon as a voucher record is created or updated in Salesforce, the entry event can trigger and begin the journey, which will send the personalized notification to the member. In practice, setting up this entry event in Journey Builder would involve specifying the criteria for the trigger (in this case, the creation of a voucher) and mapping the necessary data fields for personalization. This is consistent with Salesforce's best practices for creating personalized, real-time customer engagements through Journey Builder. Salesforce's documentation on Journey Builder and real-time event triggers provides further details on how to configure these types of journeys and can be referred to for step- by-step guidance and the latest feature updates.

• Question 56:

  A Consultant was tasked with setting up the connection between Salesforce Loyalty Management and Marketing Cloud. The Consultant created a new user account in Marketing Cloud

  Which two items on the Marketing Cloud user account should the Consultant configure to enable the user account to successfully connect with Salesforce Loyalty Management?

  A. User account must exist within the Loyalty Management org

  B. Grant access to the correct business unit

  C. Assign the permission set to the user account

  D. API access

  Correct Answer: BD

  When configuring a new user account in Marketing Cloud for integration with Salesforce Loyalty Management, the Consultant must ensure toGrant access to the correct business unit (B)andEnable API access (D). Access to the correct business unit is necessary to ensure that the user has access to the relevant data and functionalities within Marketing Cloud. API access is essential for the technical integration, allowing for communication between Salesforce Loyalty Management and Marketing Cloud.

• Question 57:

  Northern Trail Outfitters would like to encourage sustained engagement with its brand over time, the company has created a Promotion that issues a bonus reward to members who make three purchases in a single month.

  What type of Loyalty Promotion should the Administrator use?

  A. Standard Promotion

  B. Cumulative Promotion

  C. Joint Promotion

  D. Aggregate Promotion

  Correct Answer: B

  For a promotion that rewards members for making three purchases in a single month, the appropriate type of Loyalty Promotion to use would be:

  Cumulative Promotion (B):This type of promotion is designed to reward members for cumulative actions over a specified period, such as making multiple purchases within a month. It tracks and accumulates qualifying activities, issuing

  rewards once the defined criteria are met, making it ideal for encouraging sustained engagement and repeat transactions.

  Options A (Standard Promotion), C (Joint Promotion), and D (Aggregate Promotion) do not specifically cater to the requirement of rewarding members for multiple actions within a set timeframe, making Cumulative Promotion the most suitable

  choice for this scenario. Salesforce documentation on Loyalty Management would provide detailed information on different types of promotions, including how to set up and manage a Cumulative Promotion to drive engagement and reward

  member loyalty effectively.

• Question 58:

  How should a Loyalty Management consultant integrate Marketing Cloud withLoyalty Management in order to create journeys for promotions?

  A. Use Marketing Cloud Server-Side JavaScript

  B. Use Custom Apex code via a middleware ETL tool

  C. Use Salesforce Customer Data Platform

  D. Use Marketing Cloud Connect

  Correct Answer: D

  To integrate Marketing Cloud with Loyalty Management for creating journeys for promotions, the most effective method is:

  Option D"Use Marketing Cloud Connect." Marketing Cloud Connect integrates Salesforce CRM data with Marketing Cloud, allowing for the creation of targeted, personalized journeys based on Salesforce data, including Loyalty Management

  data.

  Reference: Salesforce Marketing Cloud documentation on Marketing Cloud Connect outlines how it enables integration with Salesforce CRM, facilitating the use of CRM data, including Loyalty Management data, in Marketing Cloud journeys.

• Question 59:

  Northern Trail Outfitters, wants to implement its new Loyalty Program. The Chief Marketing Officer wants to offer the following benefits to customers:

  1.

  Award points to the customer that can be redeemed for products in the store

  2.

  Gamify customers that spend the most to receive exclusive benefits.

  What three elements should the Administrator configure?

  A. Set up one qualifying currency and a non-qualifying currency

  B. Set up one qualifying currency

  C. Set up a tier system based on a cumulative spending value

  D. Set up vouchers for specific products

  E. Set up promotions

  Correct Answer: BCE

  For Northern Trail Outfitters' Loyalty Program offering, the Administrator should configure: B:One qualifying currency to track points that can be redeemed for products.

  C:A tier system based on cumulative spending to gamify and reward top spenders with exclusive benefits.

  E:Promotions to create special offers or rewards that can enhance the Loyalty Program's appeal and engagement.

  Reference: Salesforce Loyalty Management documentation outlines how to set up currencies, tiers, and promotions to structure a comprehensive Loyalty Program tailored to specific business goals.

• Question 60:

  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?

  A. Create custom objects in Loyalty

  B. Create a Connected App in Platform

  C. Create customer integration code

  D. Create Data Processing jobs

  Correct Answer: B

  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.