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Salesforce Salesforce-Loyalty-Management Exam Sample Questions

Question # 1

An administrator need to analyze the performance of 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. Loyalty Analytics User

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.

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Question # 2

Northern Trail Outfitters would like to encourage sustained engagement with its brand over time, the company has created a Promotion that issues a bonus reward to members who make three purchases in a single month. What type of Loyalty Promotion should the Administrator use?

A. Standard Promotion

B. Cumulative Promotion

C. Joint Promotion

D. Aggregate Promotion

Answer

B. Cumulative Promotion

Explanation: For a promotion that rewards members for making three purchases in a single month, the appropriate type of Loyalty Promotion to use would be:
Cumulative Promotion (B): This type of promotion is designed to reward members for cumulative actions over a specified period, such as making multiple purchases within a month. It tracks and accumulates qualifying activities, issuing rewards once the defined criteria are met, making it ideal for encouraging sustained engagement and repeat transactions.
Options A (Standard Promotion), C (Joint Promotion), and D (Aggregate Promotion) do not specifically cater to the requirement of rewarding members for multiple actions within a set timeframe, making Cumulative Promotion the most suitable choice for this scenario.
Salesforce documentation on Loyalty Management would provide detailed information on different types of promotions, including how to set up and manage a Cumulative Promotion to drive engagement and reward member loyalty effectively.

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Question # 3

A member reaches out to the Member Services team regarding points that have expired and requests to restore them. The Loyalty program has a fixed model expiration for nonqualifying points. How should the Member Services Agent restore the expired points and also set them to expire in the next two months?

A. Delete the transaction journal that expired the points and re-run the expiration Data Processing Engine job after two months

B. Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date

C. Edit the 'Credit' ledgers corresponding to the points that expired and extend the expiration date to two months from the current date

D. Edit the Loyalty Member Currency record to restore the Points Balance and set the 'NextExpirationDate' field to two months from the current date

Answer

B. Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date

Explanation: To restore expired points for a member in a Loyalty program with a fixed model expiration for non-qualifying points and set them to expire in the next two months, the Member Services Agent should:
Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date (B): This action allows for the direct adjustment of the member's points balance, including the ability to specify a new expiration date for the credited points. It's a straightforward and effective way to restore expired points and set a new expiration date, aligning with the member's request.
Deleting the transaction journal that expired the points (option A), editing the 'Credit'ledgers (option C), or editing the Loyalty Member Currency record (option D) are not standard practices for restoring expired points and setting a new expiration date in Salesforce Loyalty Management.
Salesforce documentation on Loyalty Management would detail the process for adjusting points, including how to handle requests for restoring expired points and setting new expiration dates, ensuring member satisfaction and program integrity.

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Question # 4

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. Add the loyalty Program Members' related list on the Case page layout
D. Add the 'Cases' related list on the Loyalty Program Member page layout

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Question # 5

A Marketing Manager is trying to find a dashboard that shows a reward programs progress but does not see any reports or dashboards with this information. What does an Administrator need to do to present Loyalty Program data to the Marketing Manager?

A. Modify the Marketing user profile to include permission to run reports.

B. Create a permission set to run reports and assign it to marketing users.

C. Enable CRM Analytics and create a Loyalty app.

D. Search Salesforce AppExchange for Loyalty Analytics apps.

Answer

C. Enable CRM Analytics and create a Loyalty app.

Explanation: To present Loyalty Program data to the Marketing Manager, an Administrator needs to enable CRM Analytics and create a Loyalty app within it. CRM Analytics (formerly Einstein Analytics) allows for the creation of custom analytics apps that can visualize and analyze data from various sources, including Salesforce Loyalty Management. By creating a Loyalty app within CRM Analytics, the Administrator can design dashboards and reports specifically tailored to the needs of the Marketing Manager, providing insights into the reward program's progress and effectiveness.

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