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The Loyalty Administrator for Northern Trail Outfitters (NTO) defines Basic and Premium as
the two Tiers for its Insider program. They want to define a free product sample for all
members in Premium Tier.
How does NTO configure tiers within the Loyalty Program to give vouchers for members in
the Premium Tier?
A. Voucher Management and Benefit Action B. Voucher Management and Benefits Setup C. Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration D. Voucher Management; Benefits Setup (in Program console); Benefit Action to process benefits
Answer: C
Explanation: To configure tiers within the Loyalty Program at Northern Trail Outfitters
(NTO) for giving vouchers to members in the Premium Tier, the configuration involves
Voucher Management; Benefits Setup (in Program console); Benefit Action to define
downstream actions and FLOW - Benefit action for orchestration (C). This comprehensive
approach allows for the creation and management of vouchers as benefits associated with
the Premium Tier, the setup of these benefits within the Loyalty Program console to specify
the conditions and entitlements, and the use of Salesforce Flow for orchestrating the
process of issuing vouchers to qualifying members.
This method ensures that vouchers are systematically managed, associated with the
correct tier and member eligibility criteria, and efficiently distributed to members through
automated processes, enhancing the value and appeal of the Premium Tier.
Salesforce documentation on Loyalty Management would detail the steps for setting up and
managing tier-based benefits, including the use of Voucher Management and Flow for
effective benefit administration and member engagement.
Question # 2
A Consultant needs to design a new tier-upgrade process for a new Loyalty Program. The
custom object to store the qualified members and a batch job is identified for this process.
Which two components should the Consultant select for this process?
A. A flow to perform both tier-upgrade rule and tier-upgrade orchestration process B. A flow to schedule and process the custom object's pending records and another flow toperform tier-upgrade orchestration process C. A flow to perform the tier-upgrade rule and another flow to perform the tier-upgrade orchestration process D. A data-processing-engine (DPE) to identify the qualified members
Answer: C,D
Explanation: For designing a new tier-upgrade process in a Loyalty Program, the
Consultant should select:
A flow to perform the tier-upgrade rule and another flow to perform the tierupgrade
orchestration process (C): This approach allows for the separation of
concerns, where one flow is responsible for evaluating whether members meet the
criteria for a tier upgrade, and another flow is responsible for the actual process of
upgrading the member's tier. This modular design improves maintainability and
scalability.
A data-processing-engine (DPE) to identify the qualified members (D): The DPE
can efficiently process large sets of member data to identify those who qualify for a
tier upgrade based on the program's criteria. This component is crucial for
automating the tier-upgrade process at scale, especially in programs with a
significant number of members.
Option A combines both processes into a single flow, which could become complex and
harder to maintain. Option B suggests using a single flow for scheduling and processing,
which might not offer the required flexibility and efficiency for handling complex tierupgrade
criteria and orchestration.
Salesforce documentation on Loyalty Management provides guidelines on leveraging Flow
and DPE for automating and orchestrating various loyalty program processes, including tier
upgrades.
Question # 3
For the integration of Loyalty Management and Service Cloud, which two methods should a
Technical Consultant use for associating a Loyalty Program Member with a Case?
A. Add the loyalty Program Members' related list on the Case page layout B. Add the 'Create Case' action on the Loyalty Program Member page layout C. Add the 'Associate Program Member' action on Case page layout D. Add the 'Cases' related list on the Loyalty Program Member page layout
Answer: A,D
Explanation: For integrating Loyalty Management and Service Cloud, a Technical
Consultant should use the following methods to associate a Loyalty Program Member with
a Case:
Add the Loyalty Program Members' related list on the Case page layout (A): This
allows agents to view and access loyalty program member information directly
from a Case record.
Add the 'Cases' related list on the Loyalty Program Member page layout (D): This
enables the viewing and management of cases related to a specific loyalty
program member from their loyalty member record.
These configurations enhance the integration between Loyalty Management and Service
Cloud, providing a seamless experience for service agents handling loyalty program
members' inquiries and cases.
Question # 4
A hotel group has implemented a Loyalty Member Portal for its program members, but
some members are experiencing issues accessing their Loyalty Program-specific records
on the portal.
What should an Administrator do to ensure the Loyalty members can access Loyalty record
information when using the portal?
A. Using Experience Cloud sharing sets, specify Account as the object of your sharing set B. Ensure the Allow using standard external profiles for self-registration, user creation, andlogin' is enabled C. In the Partner Account record, 'Enable Customer User" on the Contact associated D. For the Loyalty Member, 'Enable Customer User' on the Contact or "Enable PartnerUser' on the Account E. Ensure the 'Allow using customer profiles for self-registration, user creation, and login' isenabled
Answer: A,D
Explanation: To ensure Loyalty members can access their program-specific records on
the Loyalty Member Portal, an Administrator should:
Using Experience Cloud sharing sets, specify Account as the object of your
sharing set (A):Sharing sets in Experience Cloud allow you to define access rules
for external users based on their relationship to records in Salesforce. Specifying
Account as the object in a sharing set can enable portal users to access
theirLoyalty Program information if their portal user account is linked to their
Account record in Salesforce.
For the Loyalty Member, 'Enable Customer User' on the Contact or 'Enable
Partner User' on the Account (D):Enabling a Customer or Partner User on the Contact or Account associated with the Loyalty Member allows that individual to
access the portal. This step is crucial for granting Loyalty Program members the
ability to log in and view their Loyalty Program-specific information.
Options B and C, while related to portal access and user setup, do not directly address the
specific requirement of accessing Loyalty Program information. Option E is also relevant
but more focused on enabling self-registration and user creation/login processes rather
than directly impacting access to Loyalty record information.
Salesforce documentation on Experience Cloud and Loyalty Management would provide
guidance on setting up and configuring access for Loyalty Program members to view their
information on a member portal, ensuring a seamless user experience.
Question # 5
A Loyalty Manager would like to set up an email-send process in SalesforceMarketing
Cloud (SMC) that needs to inform the member via email immediatelyonce a tier change
has been applied. The company is using Marketing CloudConnect.
A solution was proposed to draft a design using a journey process to send the
notification email and a new custom object named "Member TierUpdate_ c" that
stores the members that are qualified for a tier upgrade.
Which data source options within the journey should a Consultant use to fulfillthis design?
A. "Salesforce Data" as the Entry Source, "Loyalty ProgramMember" object asthedatasource B. "Salesforce Data" as the Entry Source, "Contact" object as the data-source C. "Data-Extension" as the Entry Source, "LoyaltyProgramTier" D. "Salesforce Data" as the Entry Source, "LoyaltyMember Tier"
Answer: D
Explanation: For integrating a custom object "Member TierUpdate_c" with a journey in Salesforce Marketing Cloud for real-time tier change notifications, the correct data source
option is:
Option D"Salesforce Data" as the Entry Source, with the custom object "Member
TierUpdate_c" as the data source. This option allows for real-time triggering of
journeys in Marketing Cloud based on updates to Salesforce records, in this case,
the "Member TierUpdate_c" object which tracks tier upgrades.
Options A and B do not correctly target the custom object designed to track tier
changes.
Option C, using a "Data-Extension," would not provide the real-time integration
needed for immediate email notifications upon tier changes.
Reference: Salesforce Marketing Cloud documentation on journey configuration and
Salesforce Data as an Entry Source provides insights into how Salesforce objects can
trigger journeys based on record updates.
Question # 6
An Administrator uses Analytics for Loyalty to develop an InApp-Dashboard showing top
and bottom agent performers on the Loyalty call center.
Which dashboard readily available through the Analytics Studio tool can be used to track
agents' performance based on the number of members assisted, customer satisfaction
scores, and modifications?
A. Program Manager Home Dashboard B. Member Services Manager Home Dashboard C. Team Performance Dashboard D. Loyalty Member Services Dashboard
Answer: D
Explanation: To develop an InApp-Dashboard showing top and bottom agent performers
in the Loyalty call center, the most suitable dashboard available through the Analytics
Studio tool is the:
Loyalty Member Services Dashboard (D):This dashboard is designed to track the
performance of agents interacting with loyalty program members, including metrics
like the number of members assisted, customer satisfaction scores, and
modifications made by agents. It provides insights into agent performance and
service quality in the context of loyalty member services.
The Program Manager Home Dashboard (option A), Member Services Manager Home
Dashboard (option B), and Team Performance Dashboard (option C) may contain relevant
metrics but are not specifically tailored to tracking individual agent performance in the
context of loyalty member services.
Salesforce documentation on Analytics for Loyalty would provide information on available
dashboards and their intended use cases, including how to customize and leverage them
for specific analytical needs, such as tracking call center agent performance.
Question # 7
A company has recently rolled out a Loyalty Program in the production environment in the
Monitor Workflow Services from Setup,the SystemAdministrator noticed that all theLoyalty
automations that have Data ProcessingEngine actions are failing, but the rest of the loyalty
automations are working correctly.
What is the root cause of this?
A. The Default Workflow User is missing the Data Pipelines Base User permission setlicense B. The Default Workflow User is missing the CLAAnalytics Base User permission setlicense C. The Default Workflow User is missing the Loyalty Management permission set license D. The Default Workflow User is missing the CLAAnalytics Base User permission setlicense
Answer: B
Explanation: The root cause of the issue where all the Loyalty automations that have Data
Processing Engine actions are failing is becausethe Default Workflow User is missing the
CLAAnalytics Base User permission set license (B). This permission set license is essential
for the Default Workflow User to execute actions related to the Data Processing Engine
within Salesforce Loyalty Management. Without this permission set, the user lacks the
necessary access rights to run these specific automations, leading to the observed failures.
Salesforce documentation on Loyalty Management would provide guidance on setting up
and troubleshooting automations, including the necessary permission sets for different
actions.
Question # 8
Universal Containers has created a new Loyalty Member Portal for a second Loyalty
Program that they have recently launched. A member of the first program has enrolled in
the second program and has decided to use the same login for both Loyalty Member
Portals. The user cannot access the new Loyalty Member Portal.
How can the Loyalty Administrator verify why the user cannot access the second Loyalty
Member Portal?
A. Through Workspaces, check if the user profile has access to the new portal. B. Check if the user has been assigned the Sharing Set for the Second Loyalty MemberPortal. C. Create a new user and new profile for the member.
Answer: A
Explanation: When a user cannot access a Loyalty Member Portal, the Loyalty
Administrator can verify the issue by checking if the user profile has access to the new
portal1. This can be done through Workspaces1. The Salesforce admin enables Loyalty
Management in the org and users can create profiles and assign permissions to access the
loyalty application as appropriate2. If the user profile does not have the necessary
permissions, they will not be able to access the portal12. Therefore, it’s important to ensure
Question # 9
A retailer of sports clothing and accessories is currently looking to roll out a Loyalty
Program for its customers and sets up a
Loyalty Program using Salesforce Loyalty Management. The retailer has decided to implement four-tier groups that will be associated with the program.
What are the three necessary attributes that need to be defined when setting up tier
groups?
A. Qualifying period B. Fixed Tier Model C. Tier Period D. Tier Model E. Non-Qualifying Period
Answer: A,C,D
Explanation: When setting up tier groups in Salesforce Loyalty Management for a sports
clothing and accessories retailer, the three necessary attributes to define are:
Qualifying period (A):This defines the time frame within which the members'
activities (like purchases or interactions) contribute towards their tier status. It's
crucial for determining how member activities are evaluated against tier criteria.
Tier Period (C):This attribute specifies the duration for which a member remains
within a particular tier once qualified, before re-evaluation. It's important
formaintaining the tier structure over time and for member expectation
management.
Tier Model (D):This outlines the basis on which the tiers are structured, such as
points accrued, spending amount, or other qualifying activities. It forms the
foundation of the tier system, dictating how members progress through different
levels.
Option B, Fixed Tier Model, is not an attribute but a type of Tier Model. Option E, Non-
Qualifying Period, is not a standard attribute required for setting up tier groups in
Salesforce Loyalty Management.
Salesforce documentation on Loyalty Management would detail the process of setting up
tier groups, including the necessary attributes and considerations for effectively structuring
a multi-tiered loyalty program.
Question # 10
A company has an existing Loyalty Program. The Salesforce Administrator has been asked
to automate the current redemption process for non-qualifying points based on the
products, regions, available dates and tiers. What task does the Administrator need to
complete first to implement a decision table for the redemption process?
A. Create a decision table with input & output values B. Create a flow to confirm members have points to redeem C. Set the "Is Redeemable" flag on the Loyalty Program Currency D. Create an object with fields for storing redemption details
Answer: A
Explanation: To automate the current redemption process for non-qualifying points based
on various criteria like products, regions, available dates, and tiers, the Administrator needs
to firstCreate a decision table with input & output values (A). A decision table in Salesforce
Loyalty Management allows for the specification of complex redemption rules and
conditions in a structured format, making it the foundational step in automating the
redemption process. This table will define how non-qualifying points can be redeemed
under different scenarios, serving as the basis for the automated redemption logic.
Question # 11
The Management team at Cloud Kicks is required to analyze what earning activities are
available in the Loyalty Program. What type of user access does the Management Team
need to have this information visible in the reports?
A. Read, Edit access on Journal Type, Loyalty Member Promotions, and Loyalty MemberBenefits Objects B. Read. Create access on Journal Type, Loyalty Member Currencies, and PartnerProducts Objects C. Read, View access on Journal Type, Partner Products, and Loyalty Ledgers Objects D. Read, View All access on Journal Type, Journal Subtype, and Transaction JournalObjects
Answer: D
Explanation: To analyze earning activities in the Loyalty Program, Cloud Kicks'
Management team needs:
Option D:"Read, View All" access on the "Journal Type," "Journal Subtype," and
"Transaction Journal" Objects. This level of access allows the management team
to view comprehensive information about all types of transactions and activities
within the Loyalty Program, including earning activities, enabling detailed analysis
and reporting.
Reference: Salesforce Loyalty Management documentation on data access and security
settings outlines the importance of appropriate access levels for different user roles to
ensure they can view and analyze relevant data within the Loyalty Program.
Question # 12
Which set of features should a Consultant check before setting up expanded partner
management?
A. Growth license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor forCurrencies B. Growth license, Prepaid Billing Type, Partner Transactions, Partner Conversion FactorO for Currencies C. Advanced license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factorfor Currencies D. Advanced license, Partner Ledgers, Partner Transactions, Billing Type
Answer: C
Explanation: Before setting up expanded partner management in Salesforce Loyalty
Management, a Consultant should verify the following features are available:
Option C:An "Advanced" license, which typically provides a broader set of
functionalities and capabilities within Salesforce applications, including Loyalty
Management.
"PostPaid Billing Type," indicating the billing arrangement with partners, which is
relevant for managing financial transactions within the Loyalty Program.
"Partner Ledgers," which are necessary for tracking financial transactions and
point exchanges with partners.
"Partner Conversion Factor for Currencies," enabling the management of loyalty
points and currency conversion across different geographies and partner locations.
These features collectively support the expanded management of partner relationships
within the Loyalty Program, including financial transactions, point conversions, and
international operations.
Reference: Salesforce Loyalty Management documentation on partner management
provides insights into the features and configurations required for setting up and managing
complex partner relationships within Loyalty Programs.
Question # 13
What is the recommended approach to creating a large multi-country, multi-currency, and
tier-dependent Redemption Catalogue?
A. Create a Decision Tree using Flows with a leaf for every combination B. Create a Loyalty Process with different rules to manage every combination C. Create a Decision Table and define the Redemption Catalogue as business rules. D. Create an Apex Class and implement a Redemption Catalogue engine.
Answer: C
Explanation: For creating a large multi-country, multi-currency, and tier-dependent
Redemption Catalogue, the recommended approach is toCreate 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.
Question # 14
Universal Containers (UC) has a Loyalty Program with a Loyalty Member Portal
implemented using the Loyalty Experience Cloud template. UC is planning tolaunch a new
Loyalty Program and wants to retain the same design and functionalities of the existing
Loyalty Member Portal.
Which two steps should UC consider during the implementation of the new Loyalty
Program?
A. Assign the existing Loyalty Member Portal to the new Loyalty Program too. B. Use existing Experience Cloud components to handle the same design andfunctionalities. C. Create new Experience Cloud Components for the new Loyalty Member Portal. D. Create a new Loyalty Member Portal and assign it to the new Loyalty Program.
Answer: B,D
Explanation: When implementing a new Loyalty Program while retaining the design and
functionalities of an existing Loyalty Member Portal built with the Loyalty Experience Cloud
template, Universal Containers should consider:
Option B:Utilizing existing Experience Cloud components to ensure consistency in
design and functionality. This approach leverages the reusable nature of
Experience Cloud components, allowing for efficient replication of the portal's look
and feel without the need for extensive redevelopment.
Option D:Creating a new Loyalty Member Portal specifically for the new Loyalty
Program. This ensures that the new program has a dedicated portal tailored to its
unique requirements while maintaining the desired design and functionalities. This
approach allows for customization and scalability, accommodating any programspecific
features or requirements. Reference: Salesforce Experience Cloud documentation emphasizes the reusability of
components and the flexibility in creating multiple portals for different purposes, including
Loyalty Programs.
Question # 15
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
Answer: A
Explanation: 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 # 16
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
Answer: A,C,E
Explanation: 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 # 17
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
Answer: D
Explanation: 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 # 18
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 "StartDate" and "End Date
Answer: B,D
Explanation: 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 # 19
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
Answer: C
Explanation: 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 # 20
Northern Trail Outfitters, wants to implement its new Loyalty Program. The Chief Marketing
Officer wants to offer the following benefits to customers:
• Award points to the customer that can be redeemed for products in the store
• 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
Answer: B,C,E
Explanation: 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. specific business goals.
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
Question # 21
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
Answer: D
Explanation: To integrate Marketing Cloud with Loyalty Management for creating journeys
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 # 22
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
Answer: B,D
Explanation: 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 # 23
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)
A. Option A B. Option B C. Option C D. Option D
Answer: C
Explanation: 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 stepby-
step guidance and the latest feature updates.
Question # 24
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.
Answer: D
Explanation: 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 # 25
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
Answer: A,D
Explanation: 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 # 26
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 segmentto the promotion D. Link a promotion to a campaign and associate a segment to the campaign
Answer: C,D
Explanation: 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 # 27
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
Answer: B
Explanation: 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 # 28
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
Answer: B
Explanation: 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 # 29
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
Answer: A
Explanation: 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 # 30
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, TransactionJournal, and Process O Member Benefit Action B. Create a record triggered flow using Journal Type. Journal SubType, TransactionJournal. Credit Points action and Issue Voucher action C. Create an autolaunched flow using Transaction Journal, Loyalty Ledger,and Get LoyaltyPromotions forTransactions D. Create an autolaunched flow using Journal Type. Journal SubType, TransactionJournal, Credit Points ° action, and Issue Voucher action
Answer: B
Explanation: 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 # 31
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 theassociated 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.
Answer: A,C
Explanation: 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.
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Salesforce Loyalty Management is a comprehensive solution designed to help businesses build and manage customer loyalty programs effectively. It enables organizations to engage with their customers, reward them for their loyalty, and drive customer retention. For more details, you can refer to the official Salesforce Loyalty Management documentation.
Who should consider taking the Salesforce Loyalty Management exam?
The Salesforce Loyalty Management exam is intended for professionals who work with Salesforce's Loyalty Management solution, including administrators, developers, and consultants. It's ideal for individuals looking to validate their expertise in implementing and managing loyalty programs.
What are the prerequisites for this certification?
To earn the Salesforce Loyalty Management certification, it's recommended that you have a foundational understanding of Salesforce and its ecosystem. There are no specific prerequisites, but hands-on experience with Salesforce Loyalty Management can be beneficial.
What is the format of the exam (number of questions, duration, passing score)?
The Salesforce Loyalty Management exam typically consists of multiple-choice questions. The exact number of questions and passing score may vary, so it's best to check the official Salesforce Certification Exam Guide for up-to-date information.
Can I retake the exam if I don't pass it on my first attempt?
Yes, you can retake the exam if you don't pass it on your first attempt. Salesforce allows candidates to retake certification exams with certain restrictions. Refer to the Salesforce Certification Retake Policy for details.
Are there any study resources available for exam preparation?
Salesforce provides a range of study resources, including official documentation, Trailhead modules, and practice exams. Explore the Salesforcexamdumps.com Certification resources for comprehensive study materials.
Are there any discounts or promotions available for Salesforce certifications?
Salesforce occasionally offers discounts and promotions on certification exams.
Can I find sample questions or practice exams to prepare for the test?
Yes, you can access sample questions and practice exams on the Salesforce-Loyalty-Management Certification Exams page.
What are the benefits of earning the Salesforce Loyalty Management certification?
Earning the Salesforce Loyalty Management certification demonstrates your expertise in loyalty program management, which can lead to career advancement and job opportunities in the Salesforce ecosystem. It also validates your skills to potential employers and clients.
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Yes, we regularly update our practice tests to align with the latest Salesforce Loyalty Management exam content and objectives. You can trust that our materials reflect the most current certification requirements.
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