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Salesforce Salesforce-Loyalty-Management Exam Sample Questions

Question # 1

What are the three steps required to complete integration between Loyalty and B2C Commerce Cloud when using the reference cartridge?

A. Configure Loyalty Program preferences for B2C Commerce Site

B. Install Loyalty Management for B2C Commerce Package

C. Configure connected app named B2C Loyalty Connector

D. Configure connected app named B2C Commerce Loyalty Connector

E. Add Loyalty Management for Commerce Cartridge

Answer

A. Configure Loyalty Program preferences for B2C Commerce Site
C. Configure connected app named B2C Loyalty Connector
E. Add Loyalty Management for Commerce Cartridge

Explanation: To complete the integration between Loyalty and B2C Commerce Cloud using the reference cartridge, the steps required are:
Configure Loyalty Program preferences for B2C Commerce Site (A): This involves setting up specific preferences and configurations within B2C Commerce Cloud to align with the Loyalty Program's requirements.
Configure connected app named B2C Loyalty Connector (C): This step involves setting up a connected app within Salesforce to facilitate secure communication and data exchange between Loyalty Management and B2C Commerce Cloud. Add Loyalty Management for Commerce Cartridge (E): This involves installing the specific cartridge within B2C Commerce Cloud that integrates with Salesforce Loyalty Management, enabling the Commerce site to utilize loyalty program features.
These steps ensure a seamless integration between Salesforce Loyalty Management and B2C Commerce Cloud, allowing for a unified customer experience across commerce and loyalty program interactions.

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Question # 2

A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app. Which two statement correctly describes how to grant proper access on the user details page

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

B. Assign access by checking CRM Analytics plus user

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

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

Answer

A. Assign user access to the analytics for Loyalty role.
C. Assign user access to permission sets for analytics for Loyalty.

Explanation: To enable users to access a new analytics app, it's crucial to assign them the appropriate roles and permission sets. Assigning user access to the analytics for Loyalty role ensures that users are granted the necessary permissions to view and interact with the Loyalty analytics content. This role is designed to encompass the permissions required for accessing and analyzing Loyalty-specific data.
Additionally, assigning user access to permission sets for analytics for Loyalty is an effective way to provide access. Permission sets offer a flexible and granular approach to managing user permissions, allowing Administrators to specify the exact capabilities each user should have within the analytics app. This method ensures that users have access to the appropriate analytics tools and data relevant to their roles and responsibilities within the Loyalty program.

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Question # 3

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 Member Portal.

C. Create a new user and new profile for the member.

Answer

A. Through Workspaces, check if the user profile has access to the new portal.

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 that the user profile has the correct permissions for the new Loyalty Member Portal12.

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Question # 4

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. Qualifying period
C. Tier Period
D. Tier Model

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 for maintaining 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.

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Question # 5

Universal container launched a Loyalty Program. The salesforce Administrator to….. to create a private portal for the Loyalty Program. What is the last step the Salesforce Administrator must complete?

A. Associate the Loyalty Program with the site

B. Activate the Experience Cloud site

C. Add the relevant Experience Cloud components to the pages

D. Create the Experience Cloud site

Answer

B. Activate the Experience Cloud site

Explanation: The last step the Salesforce Administrator must complete to create a private portal for the Loyalty Program using Experience Cloud is to activate the Experience Cloud site. Activation is the final step that makes the site accessible to users. Once the site is activated, members can access the portal, where they can engage with the Loyalty Program, view their points and tiers, and take advantage of program benefits. Activation is crucial as it transitions the site from a development or staging phase to a live environment.

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