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Salesforce Salesforce-Loyalty-Management Exam Sample Questions


Question # 1

What is the most efficient way to automatically reset qualifying points for high volume Loyalty Programs?
A. The reset period is defined at the Tier Group level; Loyalty Management will automatically process it every night to ensure efficient point calculation
B. Use the out-of-the-box ‘Reset Qualifying Points” data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.
C. Create Schedule-Triggered Flow that to be executed every night This flow will scan the expired reset Period at the Group Level and rese the points using the out-of-the-box Reset point flow action
D. Develop an Apex Time Trigger to scan all Member Currencies and reset Qualifying points every time a reset period has expire


B. Use the out-of-the-box ‘Reset Qualifying Points” data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.
Explanation: The most efficient way to automatically reset qualifying points for highvolume Loyalty Programs is to use the out-of-the-box ‘Reset Qualifying Points’ data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow. This method leverages Salesforce's built-in capabilities to manage the reset process without the need for custom code. The data processing engine is designed to handle large volumes of data efficiently, ensuring that the points reset process is completed accurately and timely across all relevant member accounts.




Question # 2

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
“voucher issued” 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. Option A
B. Option B
C. Option C
D. Option D


C. Option 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 # 3

Universal Containers (UC) plans to implement Loyalty Management and change its current strategy of giving benefits to all members equally. UC wants to use its Loyalty program to build a network of brand advocates-people who are willing to endorse the UC brand because of positive experiences.

Which three ways can Loyalty Management help to fulfill the new strategy?
A. Send promotions at the right time to the right program members using Salesforce CDP's market segmentation capabilities
B. Define a transactional point-based program, in which one point is earn for every dollar spent
C. Create a Loyalty program tier with member benefits to keep customers engaged.
D. Issue tickets to a concert to any Loyalty member that posts a product review on social media
E. Maintain a Loyalty solution on separate systems (Loyalty Management for accruals and an External Analytics system) to ensure data integrity


A. Send promotions at the right time to the right program members using Salesforce CDP's market segmentation capabilities
C. Create a Loyalty program tier with member benefits to keep customers engaged.
D. Issue tickets to a concert to any Loyalty member that posts a product review on social media




Question # 4

The Loyalty Program Manager at Northern Trail Outfitters (NTO) has defined a new Promotion in Salesforce Loyalty Management. NTO would like to communicate this new Promotion with its eligible members.
Which two integrated Salesforce applications can facilitate this com
A. Salesforce Cloud Intelligence
B. Salesforce Field Service Lightning
C. Salesforce Customer Data Platform
D. Salesforce Marketing Cloud


C. Salesforce Customer Data Platform
D. Salesforce Marketing Cloud
Explanation: To communicate a new Promotion to eligible Loyalty Program members, Northern Trail Outfitters can utilize integrated Salesforce applications such as:
Option C: Salesforce Customer Data Platform (CDP), which allows for the aggregation and management of customer data, enabling targeted communication based on member attributes and behaviors.
Option D: Salesforce Marketing Cloud, which offers robust email marketing and customer engagement tools. By integrating Loyalty Management data with Marketing Cloud, NTO can create personalized and targeted email campaigns to inform members about new promotions.
Reference: Salesforce documentation on Customer Data Platform and Marketing Cloud provides guidelines on how these platforms can be integrated with Loyalty Management to enable targeted and personalized communication with Loyalty Program members.




Question # 5

An upset customer calls Universal Containers about the free t-shirt they were supposed to receive when enrolling in its program. The support agent verifies that the t-shirt is out of stock and decides to compensate the customer with a 50% discount valid for one year. What should the agent do to ensure the customer receives the 50% discount?
A. Use the “issue Voucher” flow template.
B. Activate the voucher assignment batch.
C. Use Issue voucher from the Loyalty Program Member page.
D. Assign a voucher definition from the customer’s Loyalty Program Member.


A. Use the “issue Voucher” flow template.



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