Salesforce Salesforce Certifications SALESFORCE-LOYALTY-MANAGEMENT Questions & Answers

• Question 61:

  Ursa Major Solar has recently rolled out its Loyalty Program. The customer support agents need access to Loyalty Program Member's information. The System Administrator at Ursa Major Solar has placed the Loyalty Members Profile Cards on the Lightning Record Page, and all access is granted; however, it is still not visible on the page.

  What setting is missing and preventing the visibility of the pages?

  A. Setup the Member Summary Embedded Dashboard

  B. Setup the Member Preferences Embedded Dashboard

  C. Setup the Loyalty Program as Primary

  D. Setup the Member NPS Dashboard

  Correct Answer: C

  In Salesforce Loyalty Management, visibility issues of components such as the Loyalty Members Profile Cards on the Lightning Record Page can often be traced back to configuration settings related to the Loyalty Program itself. While options A, B, and D mention various dashboards (Member Summary, Member Preferences, and Member NPS), these are not directly related to the visibility of profile cards on the Lightning Record Page. The correct setting that is likely missing and preventing the visibility of the Loyalty Members Profile Cards is the configuration of the Loyalty Program as Primary. This setting is crucial because it defines which Loyalty Program is considered the main one for the organization. Without setting a Loyalty Program as Primary, Salesforce might not properly display related components, such as the Loyalty Members Profile Cards, due to a lack of context about which program's information should be displayed. In Salesforce, the concept of a "Primary" program is used in various contexts to denote the main or default record among multiple. Similarly, in the context of Loyalty Management, setting a Loyalty Program as Primary ensures that its related data and components are given precedence and are properly displayed in the user interface, including on Lightning Record Pages. For reference, Salesforce documentation on Loyalty Management typically covers the setup and configuration of Loyalty Programs, including how to designate a program as Primary. Although the exact steps can vary based on the Salesforce release and customizations, administrators typically need to navigate to the Loyalty Management settings or related setup area, find the specific Loyalty Program configuration section, and select an option or checkbox to designate a program as the Primary Loyalty Program for the organization.

• Question 62:

  A company has recently rolled out a Loyalty Program. The customer support agents need to manually adjust the points for Loyalty Program Members.

  On which three Loyalty pages will customer support agents be able to adjust points?

  A. Loyalty Program Member page

  B. Loyalty Program Member Related List

  C. Transaction Journal

  D. Account page

  E. Contact page

  Correct Answer: ABC

  Customer support agents can manually adjust points for Loyalty Program Members on the following pages:

  Loyalty Program Member page (A):This is the primary interface for viewing and managing individual loyalty program members, including adjusting their points as needed.

  Loyalty Program Member Related List (B):This related list, found on related records such as accounts or contacts, provides access to loyalty program member information, including point adjustments.

  Transaction Journal (C):The Transaction Journal records all point transactions for loyalty program members, allowing customer support agents to make manual adjustments to points as necessary.

  Options D (Account page) and E (Contact page) may provide indirect access to loyalty program member information but are not the primary interfaces for adjusting loyalty program points.

  Salesforce documentation on Loyalty Management would detail the interfaces and processes for managing loyalty program members' points, including the roles and permissions required for customer support agents to make adjustments.

• Question 63:

  A new segment in Customer Data Platform (CDP) will be used for sending notification emails to members with the following requirements:

  -

  The mail is sent on the first day of the month to the members that will have their membership expire at the end of the same month, starting from the 1st of April to 30th of June

  -

  member's expiry-date are standardized to the last day of the month.

  Which two configuration options below should be used for the new segment to fulfill this segmentation requirement?

  A. In "Segment Property", set "Publish Schedule" to "Don't Refresh".

  B. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.

  C. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute.

  D. In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date

  Correct Answer: BD

  For this segmentation requirement, the key is to identify members whose membership will expire at the end of the current month and to ensure the segment is refreshed daily within the specified date range. Option Bis correct because using

  "This Month" for the "Membership Expiry Date" attribute will accurately segment members whose memberships expire at the end of the current month.

  Option Dis also correct because setting the "Publish Schedule" to "24 hours" ensures the segment is refreshed daily, capturing new members meeting the criteria as the month progresses. The "Start Date" and "End Date" should be set from

  the 1st of April to 30th of June to match the requirement. Option Ais not suitable because "Don't Refresh" would prevent the segment from updating daily, which is necessary to capture new members as their membership expiry dates become

  relevant.

  Option Cusing "Next Number of days" = 30 might incorrectly include members whose memberships expire in the next 30 days from the current date, not specifically at the end of the current month.

• Question 64:

  Cloud Kicks has tasked its Loyalty Manager consultant with setting up its new Loyalty Management program. The business requirement is to provide its customer base, who are heavy mobile users with access to member program information.

  Using existing capabilities available in Loyalty Management, what should the consultant do to fulfill this business requirement?

  A. Enable Experience Cloud and customize the Loyalty Member Portal

  B. Create and implement a feature-rich Loyalty Member Mobile App

  C. Install the Salesforce Loyalty Member Mobile App

  D. Configure either Service Cloud or Sales Cloud to establish the customer mobile experience

  Correct Answer: A

  To provide Cloud Kicks' customer base, who are heavy mobile users, with access to member program information, the consultant shouldEnable Experience Cloud and customize the Loyalty Member Portal (A). Experience Cloud (formerly known as Community Cloud) allows for the creation of branded, mobile-responsive portals that can be customized to meet specific business needs, including providing loyalty program members with access to their program information, account status, rewards, and more. This approach leverages existing Salesforce capabilities and does not require the development of a new mobile app, making it a cost-effective and efficient solution.

• Question 65:

  Universal Container sells sports shoes through on eCommerce system. The Loyalty Program Members earn points in real-time with every purchase made.

  How can this be built into Salesforce?

  A. Download an app from the AppExchange to connect Salesforce and the external system.

  B. Create customer web service with Order Object

  C. Create an schedule process to call the external system.

  D. Create with the external system to create Transaction Journals.

  Correct Answer: A

  To integrate real-time point earning from an external eCommerce system into Salesforce Loyalty Management, utilizing an AppExchange app can be an efficient solution. These apps are designed to bridge Salesforce with external systems, enabling seamless data exchange. When a Loyalty Program Member makes a purchase on the eCommerce platform, the app can facilitate the automatic creation of 'Transaction Journals' in Salesforce, reflecting the earned points in real-time. This approach minimizes the need for custom development, leveraging pre-built solutions to enhance the loyalty experience and maintain accurate, up-to-date member point balances.

• Question 66:

  A company has recently rolled out a Loyalty Program with three tiers. The lowest tier is Silver, and the highest tier is Platinum. The company decided to offer Platinum members exclusive access to VIP events.

  How should an Administrator configure the Loyalty Program for Platinum members?

  A. Set up Members "Exclusive Access to VIP Events" as a Voucher

  B. Set up Members "Exclusive Access to VIP Events" as a Member Promotion

  C. Set up Members "Exclusive Access to VIP Events" as a Transaction Journal

  D. Set up Members "Exclusive Access to VIP Events" as a Loyalty Tier Benefit

  Correct Answer: D

  To offer Platinum members exclusive access to VIP events, an Administrator shouldSet up Members "Exclusive Access to VIP Events" as a Loyalty Tier Benefit (D). Configuring this exclusive access as a tier benefit specifically for Platinum

  members allows for clear differentiation of tiers and provides a compelling incentive for members to reach and maintain the Platinum tier. This setup ensures that the highest-tier members receive appropriate recognition and rewards,

  enhancing their loyalty and engagement with the program.

  Options A (Voucher), B (Member Promotion), and C (Transaction Journal) do not accurately represent the method for providing exclusive event access as a distinct benefit of attaining the Platinum tier within a loyalty program.

• Question 67:

  When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?

  A. Assign Analytics for Loyalty User Permissions.

  B. Create standard Salesforce reports and dashboard

  C. Schedule dataflow for the analytics

  D. Create an App using existing templates

  E. Install CRM Analytics package

  Correct Answer: ACE

  To turn on analytics and dashboards for Loyalty, the three essential steps are:

  Assign Analytics for Loyalty User Permissions (A):This step ensures that users who need to access Loyalty Analytics have the necessary permissions to view and interact with the analytics and dashboards.

  Schedule dataflow for the analytics (C):Dataflow is the process by which data moves from Salesforce objects into Analytics datasets. Scheduling dataflow is crucial for ensuring that the analytics and dashboards have up-to-date information

  from the Loyalty Management system.

  Install CRM Analytics package (E):This involves adding the CRM Analytics package to your Salesforce org, which provides the tools and capabilities needed to create and customize analytics and dashboards for Loyalty Management. Option

  B (Create standard Salesforce reports and dashboard) and Option D (Create an App using existing templates) are valuable for general reporting and app development within Salesforce but are not specifically tied to the initial steps for

  enabling Loyalty Analytics and dashboards.

  Salesforce documentation on Loyalty Management and CRM Analytics would detail the process of enabling analytics for Loyalty, including the setup of user permissions, dataflow scheduling, and the installation of necessary packages to

  utilize analytics and dashboards effectively.

• Question 68:

  What three types of vouchers can be configured in Loyalty Management?

  A. Promo Code

  B. Discount Percentage

  C. Fixed Value

  D. Gift Card

  E. Product or Service

  Correct Answer: ABC

  In Salesforce Loyalty Management, the types of vouchers that can be configured include:

  Promo Code (A):This voucher type allows members to redeem a code for a specific offer or discount, typically used in marketing promotions and online purchases.

  Discount Percentage (B):This type of voucher provides a percentage-based discount on products or services, offering flexibility in creating varied promotional offers for loyalty program members.

  Fixed Value (C):Fixed Value vouchers offer a specific monetary value that can be applied as a discount or credit towards purchases, providing a straightforward benefit to loyalty program members.

  The option D, "Gift Card," and E, "Product or Service," while potentially part of a loyalty program's offerings, are not classified as voucher types within the standard configurations of Salesforce Loyalty Management. Vouchers are typically used

  for discounts or special offers rather than representing a stored monetary value or specific products/services. The Salesforce Loyalty Management documentation would include detailed information on configuring and managing different types

  of vouchers, ensuring that loyalty program administrators can effectively create and offer a variety of benefits to meet their program's goals and member needs.

• Question 69:

  An administrator need to analyze the performanceof the Loyalty Program.

  What Loyalty Analyze permission does a System Administrator need to set up a customized?

  A. Loyalty Analytics User

  B. CRM Analytics User

  C. CLAAnalytics base admin

  D. Data pipeline user

  Correct Answer: A

  To analyze the performance of the Loyalty Program, a System Administrator needs the 'Loyalty Analytics User' permission. This permission set grants access to the analytics and reporting features within Salesforce Loyalty Management, allowing the administrator to customize, view, and analyze data related to the loyalty program's performance, member engagement, and other key metrics.

• Question 70:

  A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app.

  Which two statement correctly describes how to grant proper access on the user details page?

  A. Assign user access to the analytics for Loyalty role.

  B. Assign access by checking CRM Analytics plus user

  C. Assign user access to permission sets for analytics for Loyalty.

  D. Assign the user the analytics profile for analytics for Loyalty.

  Correct Answer: AC

  To grant users proper access to a newly created analytics app, two steps are required. First, assigning user access to the analytics for Loyalty role ensures that users have the necessary permissions to view and interact with Loyalty-specific

  analytics content.

  This role typically encompasses permissions tailored to accessing and analyzing data within the context of the Loyalty Management application.

  Second, assigning user access to permission sets for analytics for Loyalty is another way to grant targeted access. Permission sets allow for fine-grained control over user permissions, enabling the Administrator to specify exactly what

  analytics content a user can access and interact with. By using permission sets, access can be customized to fit the specific needs and roles of different users within the organization.