Overview | Description |
---|---|
Certification | Salesforce Loyalty Management Accredited Professional (AP) |
Exam Content | Demonstrates expertise in designing, configuring, implementing, and managing loyalty programs using Salesforce tools. |
Delivery Platform | Online proctored exam |
Prerequisites | None, but experience with Salesforce and customer loyalty concepts is recommended. |
Exam Duration | Typically 75 minutes (subject to change) |
Number of Questions | Typically 60 Multiple Choice/Multiple Select (subject to change) |
Passing Score | Not publicly disclosed, but generally around 70% |
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103 questions with answers | Updation Date : 15 Feb, 2025 |
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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
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
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
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
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"
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
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
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.
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
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
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
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
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.
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.
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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.
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