Certification Topics of Salesforce-Loyalty-Management Exam PDF Recently Updated Questions [Q22-Q44]

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Certification Topics of Salesforce-Loyalty-Management Exam PDF Recently Updated Questions

Salesforce-Loyalty-Management Exam Prep Guide: Prep guide for the Salesforce-Loyalty-Management Exam

NEW QUESTION 22
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?

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

That the promotion has specified the Current Liability Amount.

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

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

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.

NEW QUESTION 23
A company has recently rolled out a Loyalty Program in the production environment in the Monitor Workflow Services from Setup, the System Administrator noticed that all the Loyalty automations that have Data Processing Engine actions are failing, but the rest of the loyalty automations are working correctly.
What is the root cause of this?

The Default Workflow User is missing the Data Pipelines Base User permission set license

The Default Workflow User is missing the CLAAnalytics Base User permission set license

The Default Workflow User is missing the Loyalty Management permission set license

The Default Workflow User is missing the CLAAnalytics Base User permission set license

NEW QUESTION 24
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?

Loyalty Analytics User

CLAAnalytics Base Admin

Data Pipeline User

CRM Analytics User

To analyze the performance of the Loyalty Program, a System Administrator needs to set up and customize Loyalty Analytics, which requires the Loyalty 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.

NEW QUESTION 25
What are the three required steps in settings up Loyalty promotion with Salesforce CDP and Marketing Cloud?

Send Loyalty Promotion Segments to marketing Cloud

Automatically Add a New Individual Relationship

Activating and Publishing the Segment

Enable Connector Settings on all the Loyalty Objects

Enable Service Connector for Promotion Escalations.

Setting up a loyalty promotion with Salesforce CDP (Customer Data Platform) and Marketing Cloud involves several critical steps to ensure seamless integration and functionality. The first step, ‘Send Loyalty Promotion Segments to Marketing Cloud,’ involves identifying and segmenting your loyalty members in Salesforce CDP and then transferring these segments to Marketing Cloud for targeted marketing efforts. ‘Activating and Publishing the Segment’ is crucial as it makes the segment available for use within Marketing Cloud, allowing for personalized engagement with the segmented audience. Lastly, ‘Enable Service Connector for Promotion Escalations’ is essential for ensuring that any promotional activities or escalations are properly managed and communicated between Salesforce CDP, Loyalty Management, and Marketing Cloud, providing a cohesive experience across platforms.

NEW QUESTION 26
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?

December 31. 2023

March 16,2024

December 31,2024

March 31, 2024

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 be December 31, 2024 (C). This is because the tier group is defined with a Fixed Model and 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.

NEW QUESTION 27
A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app.
Which two statement correctly describes hot to grant proper access on the user detail page?

Assign user access to the analytics for Loyalty role.

Assign access by checking CRM analytics plus user

Assign user access to permission sets for analytics for Loyalty.

Assign the user the analytics profile for analytics for Loyalty.

NEW QUESTION 28
In order to view the information pertaining to a member’s recent transactions and manual adjustments on the Contact record, what are the two suggestions that an IT Administrator should propose to the Member Services team? Select two

Incorporate the ‘Member Summary Embedded Dashboard’ on the Contact record

Incorporate the Member Service Manager Home Dashboard on the Contact record

Incorporate the ‘Transaction Journals’ related list on the Contact record

Incorporate the ‘View Member Profile’ component on the Contact record

To view information pertaining to a member’s recent transactions and manual adjustments on the Contact record, an IT Administrator should propose:
Incorporate the ‘Member Summary Embedded Dashboard’ on the Contact record (A): This dashboard can provide a comprehensive overview of a member’s loyalty activities, including recent transactions and adjustments, directly within the context of their Contact record.
Incorporate the ‘Transaction Journals’ related list on the Contact record (C): By adding this related list, the Member Services team can easily access detailed transaction and adjustment records associated with the loyalty program member directly from the Contact record, facilitating quick and informed customer service interactions.
Options B and D, involving the Member Service Manager Home Dashboard and the ‘View Member Profile’ component, do not directly address the need to view transactional information on the Contact record.

NEW QUESTION 29
What are the three required steps in settings up Loyalty promotion with Salesforce CDP and Marketing Cloud?

Send Loyalty Promotion Segments to marketing Cloud

Automatically Add a New Individual Relationship

Activating and Publishing the Segment

Enable Connector Settings on all the Loyalty Objects

Enable Service Connector for Promotion Escalations.

NEW QUESTION 30
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?

Add the partner in the lookup on the snack product

Choose ”Category” option and map the Chocolate cookies to the partner.

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

Choose ”Product” option and map the green soda to the partner

NEW QUESTION 31
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?

Enable Experience Cloud and customize the Loyalty Member Portal

Create and implement a feature-rich Loyalty Member Mobile App

Install the Salesforce Loyalty Member Mobile App

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

NEW QUESTION 32
What is the recommended approach to creating a large multi-country, multi-currency, and tier-dependent Redemption Catalogue?

Create a Decision Tree using Flows with a leaf for every combination

Create a Loyalty Process with different rules to manage every combination

Create a Decision Table and define the Redemption Catalogue as business rules.

Create an Apex Class and implement a Redemption Catalogue engine.

For creating a large multi-country, multi-currency, and tier-dependent Redemption Catalogue, the recommended approach is to Create a Decision Table and define the Redemption Catalogue as business rules (C). A Decision Table allows for the efficient management of complex business rules and conditions, such as those involved in a multi-faceted Redemption Catalogue, providing a clear and structured method for defining redemption options based on various criteria like country, currency, and loyalty tier.

NEW QUESTION 33
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?

Create custom objects in Loyalty

Create a Connected App in Platform

Create customer integration code

Create Data Processing jobs

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.

NEW QUESTION 34
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?

Embed the ‘Member Summary Embedded Dashboard on the Contact record

Embed the Member Service Manager Home Dashboard on the Contact record

Add the ‘Transaction Journals’ related list to the Contact record

Add the ‘View Member Profile’ component on the Contact record

NEW QUESTION 35
In which two scenarios should an Administrator use member engagement attributes?

Member is eligible for ‘Bonus days” if the member constantly speeds more than $500 each month for a year.

Member attends three trainings between March 1st and April 30th to get 200 bonus points.

Member buys apparel online and gets 400 bonus points if the member belongs to Gold Tier only.

Member enrolls in “welcome aboard” promotion for free surprise gift every quarter.

NEW QUESTION 36
A Loyalty Program Manager has proposed a new promotion with the following redemption requirements on their non-qualifying points for the two respective tiers.
* for Gold-tier members, a single non-qualifying point is equal to $2 if the total purchase value is $200 or more.
* for Gold-tier members, a single non-qualifying point is equal to $1 if the total purchase value is less than $200.
* for Gold-tier members, a single non-qualifying point is equal to $1, irrespective of the total value of the purchase.
Considering the above requirements, which three redemption rule options should be selected for the proposed promotion?

“Blue” tier member with any transaction amount, then “Outcome”: non-qualifying point deduction = transaction amount.

“Blue” tier member with any transaction amount is <= $200, then “Outcome”; non-qualifying point deduction = transaction amount.

“Gold” tier member with the transaction amount is >= $200, then “Outcome”: tier-qualifying multiplier =2

“Gold” tier member with the transaction amount is >= $200, then “Outcome”: non-qualifying point deduction = transaction amount / 2.

“Gold” tier member with the transaction amount is >= $200, then “Outcome”: non-qualifying point deduction = transaction amount.

NEW QUESTION 37
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?

Create custom objects in Loyalty

Create a Connected App in Platform

Create customer integration code

Create Data Processing jobs

NEW QUESTION 38
What three types of vouchers can be configured in Loyalty Management?

Promo Code

Discount Percentage

Fixed Value

Gift Card

Product or Service

NEW QUESTION 39
A Consultant needs to set up a new tier-point reset process for a new Loyalty Program, where the data-processing engine (DE) configuration is required.
How should the Consultant set up the data-processing engine with the least configuration effort?

Create a copy of the reset qualifying points DPE template.

Create a copy of the expire fixed non-qualifying points DPE template.

Create a new data-processing engine from scratch / by first principle.

Create a copy of the expire activity based non-qualifying points DPE template.

To set up a new tier-point reset process for a Loyalty Program with the least configuration effort, the consultant should:
Option A “Create a copy of the reset qualifying points DPE template.” This approach leverages existing DPE templates designed for similar purposes, minimizing the need for extensive custom configuration.

NEW QUESTION 40
Universal Container have a points-based Loyalty Program and a B2C commerce website built with a Commerce built with a Commerce Cloud solution; the clients orders are already synchronized with Loyalty Management. With the every purchase, Loyalty members will earn points. The Directory wants to have traceability of every order transaction on the Loyalty Management app.
What does the Salesforce Administrator have to do?

Use standard Order Lookup on the Loyalty Ledger object

Create a custom text field in Transaction Journal object to save the order purchased by the client.

Use the standard Order Lookup of the Transaction Journal Object

Create a custom Lookup field in Transaction Journal object to save the order purchased by the Loyalty member.

For traceability of every order transaction in the Loyalty Management app, the Salesforce Administrator should utilize the standard Order Lookup field of the Transaction Journal Object. This field is designed to create a direct relationship between a loyalty transaction and the corresponding commerce order, enabling clear visibility and tracking of how each order impacts loyalty points and member accounts. This setup ensures that every purchase made by Loyalty members that earns points is directly linked and traceable in the Loyalty Management application, facilitating easier tracking and management of member transactions.

NEW QUESTION 41
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?

Enter the program partner name > Associate to an account> Set program partner type to ‘Both’ (Accrual and Redemption)

Enter the partner contact name > Associate to a partner Contact Name > Set program type to ‘Both’ (Accrual and Redemption)

Enter the program partner name > Associate to a Partner Contact Name > Set program partner type to ‘Both’ (Accrual and Redemption)

Chose relevant account name to Associate to the program > Set program partner type to ‘Both’ (Accrual and Redemption)

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 the partner 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.

NEW QUESTION 42
Cloud kicks wants to identify specific tier members to be used for a journey within Marketing Cloud. The company wants to encourage Loyalty Tier B customers to become Loyalty Tier A customers.
What objects must be synchronized into Marketing Cloud to achieve the segmentation for this audience.

Contact, Account, and Opportunity

Contact, Member Rewards Tier, and Loyalty Member Tier and Campaign

Voucher Definition, products, and Loyalty Member Tier

Contact Loyalty Program Member, and Loyalty Member Tier

NEW QUESTION 43
While designing an experiential Loyalty Program, what are the two recommended objects to be used as a best practice to track what type of activity the member has with the program?

Loyalty Ledger & Transaction Journal

Loyalty Member Currency & Transaction Journal

transaction Journal Type & Transaction Journal Subtype

Journal Type & Journal Subtype

NEW QUESTION 44
In which two scenarios should an Administrator use member engagement attributes?

Member is eligible for ‘Bonus days” if the member constantly speeds more than $500 each month for a year.

Member attends three trainings between March 1st and April 30th to get 200 bonus points.

Member buys apparel online and gets 400 bonus points if the member belongs to Gold Tier only.

Member enrolls in “welcome aboard” promotion for free surprise gift every quarter.

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.

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