Attested Salesforce-Loyalty-Management Dumps PDF Resource [2024]
Latest Salesforce-Loyalty-Management Actual Free Exam Questions Updated 106 Questions
NEW QUESTION # 36
The Loyalty Administrator for Northern Trail Outfitters (NTO) insider program defines tier groups- Status Tier Group with a Fixed model and period of one year.
The three tier are defined =Silver (base), Golden (next tier), and Platinum (the highest tier) Extend Expiration for this tier group is Qualifying Points Reset Date.
A member joins NTO insider in the Silver tier and, after a year of engagement, gets upgraded to the Gold tier on March 16 2023.
Which date would be the new Expiry date or this member after the tier is upgraded to Gold?
- A. December 31, 2024
B, March 31 2024 - B. March 16, 2020.
- C. December 31, 2023
Answer: B
NEW QUESTION # 37
Which set of features should a Consultant check before setting up expanded partner management?
- A. Growth license, Prepaid Billing Type, Partner Transactions, Partner Conversion Factor O for Currencies
- B. Advanced license, Partner Ledgers, Partner Transactions, Billing Type
- C. Growth license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies
- D. Advanced license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies
Answer: D
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.
NEW QUESTION # 38
A Loyalty Program Manager has proposed a new promotion with the following redemption requirements on their non-qualifying points for the two respective tiers.
* for Gold-tier members, a single non-qualifying point is equal to $2 if the total purchase value is $200 or more.
* for Gold-tier members, a single non-qualifying point is equal to $1 if the total purchase value is less than
$200.
* for Gold-tier members, a single non-qualifying point is equal to $1, irrespective of the total value of the purchase.
Considering the above requirements, which three redemption rule options should be selected for the proposed promotion?
- A. "Blue" tier member with any transaction amount is <= $200, then "Outcome"; non-qualifying point deduction = transaction amount.
- B. "Gold" tier member with the transaction amount is >= $200, then "Outcome": non-qualifying point deduction = transaction amount.
- C. "Blue" tier member with any transaction amount, then "Outcome": non-qualifying point deduction = transaction amount.
- D. "Gold" tier member with the transaction amount is >= $200, then "Outcome": tier-qualifying multiplier
=2 - E. "Gold" tier member with the transaction amount is >= $200, then "Outcome": non-qualifying point deduction = transaction amount / 2.
Answer: B,C,E
NEW QUESTION # 39
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 the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute.
- B. In "Segment Property", set "Publish Schedule" to "Don't Refresh".
- C. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.
- D. In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date
Answer: C,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 B is 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 D is 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 A is 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 C using "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.
NEW QUESTION # 40
What three types of vouchers can be configured in Loyalty Management?
- A. Fixed Value
- B. Promo Code
- C. Product or Service
- D. Gift Card
- E. Discount Percentage
Answer: A,C,E
NEW QUESTION # 41
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 Marketing Cloud
- B. Salesforce Customer Data Platform
- C. Salesforce Cloud Intelligence
- D. Salesforce Field Service Lightning
Answer: A,B
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.
NEW QUESTION # 42
Cloud kicks wants to identify specific tier members to be used for a journey within Marketing Cloud. The company wants to encourage Loyalty Tier B customers to become Loyalty Tier A customers.
What objects must be synchronized into Marketing Cloud to achieve the segmentation for this audience.
- A. Voucher Definition, products, and Loyalty Member Tier
- B. Contact, Account, and Opportunity
- C. Contact Loyalty Program Member, and Loyalty Member Tier
- D. Contact, Member Rewards Tier, and Loyalty Member Tier and Campaign
Answer: C
NEW QUESTION # 43
A company has recently rolled out a Loyalty Program with three tiers. The company decided to offer personalized benefits based on customer behavior.
How will the personalized benefits be display for each Loyalty Program member?
- A. On the Loyalty Member Tier Benefit Related List, linked to Loyalty Program Member
- B. On the Transaction Journal Related List, Linked to Loyalty Program Member
- C. On the Member Benefit Related List, linked to Loyalty Program Member
- D. On the Voucher Related List, linked to Loyalty Program member
Answer: C
Explanation:
Personalized benefits for each Loyalty Program member can be displayed On the Member Benefit Related List, linked to Loyalty Program Member (B). This related list can be configured on the Loyalty Program Member page layout to show the specific benefits that a member is entitled to, based on their tier and personalized criteria. This setup allows for a clear and organized display of benefits, making it easy for members and administrators to understand the perks associated with each member's status.
NEW QUESTION # 44
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. Define a strategy led by marketing and involving the finance team.
- B. Describe the initiative to the Chief Marketing Officer team for their approval
- C. Define a company-wide initiative, including an operations team.
- D. Define a strategy led by marketing and involving the analytics team.
Answer: C
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.
NEW QUESTION # 45
What two fields are attributed to a Loyalty Program entity in the Salesforce Customer Data Platform?
- A. Created Date
- B. Reporting Enabled (Boolean)
- C. Current Member Count
- D. Last Modified Date
Answer: A,D
NEW QUESTION # 46
A Loyalty Manager would like to set up an email-send process in Salesforce Marketing Cloud (SMC) that needs to inform the member via email immediately once a tier change has been applied. The company is using Marketing Cloud Connect.
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 fulfill this design?
- A. "Salesforce Data" as the Entry Source, "Contact" object as the data-source
- B. "Data-Extension" as the Entry Source, "LoyaltyProgramTier"
- C. "Salesforce Data" as the Entry Source, "Loyalty ProgramMember" object as the datasource
- 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.
NEW QUESTION # 47
How should a Loyalty Management consultant integrate Marketing Cloud with Loyalty Management in order to create journeys for promotions?
- A. Use Salesforce Customer Data Platform
- B. Use Custom Apex code via a middleware ETL tool
- C. Use Marketing Cloud Server-Side JavaScript
- D. Use Marketing Cloud Connect
Answer: D
Explanation:
To integrate Marketing Cloud with Loyalty Management for creating journeys for promotions, the most effective method is:
Option D "Use Marketing Cloud Connect." Marketing Cloud Connect integrates Salesforce CRM data with Marketing Cloud, allowing for the creation of targeted, personalized journeys based on Salesforce data, including Loyalty Management data.
NEW QUESTION # 48
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. Loyalty Member Services Dashboard
- B. Program Manager Home Dashboard
- C. Team Performance Dashboard
- D. Member Services Manager Home Dashboard
Answer: A
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.
NEW QUESTION # 49
In order to view the information pertaining to a member's recent transactions and manual adjustments on the Contact record, what are the two suggestions that an IT Administrator should propose to the Member Services team? Select two
- A. Incorporate the 'Transaction Journals' related list on the Contact record
- B. Incorporate the 'View Member Profile' component on the Contact record
- C. Incorporate the 'Member Summary Embedded Dashboard' on the Contact record
- D. Incorporate the Member Service Manager Home Dashboard on the Contact record
Answer: B,C
NEW QUESTION # 50
Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the Loyalty program. The consultant needs to add a program partner.
Which fields are required to set up a partner?
- A. Name, Partnership Start Data, Industry, Status, Type
- B. Name, Partnership Start Data, Billing Type, Status, Type
- C. Name, Program, Program Partnership Category, Type, Billing Type
- D. Name, Partnership Start Data, Industry, Status, Billing Type
Answer: A
NEW QUESTION # 51
The Loyalty Analytics Base App license provides technical Consultants access to Loyalty analytics data with what limitations?
- A. Administrators can analyze up to 1 million rows
- B. Administrators can analyze up to 25 million rows
- C. Administrators can analyze up to 10 million rows
- D. Rows do not have an analysis limit, only licenses do
Answer: C
NEW QUESTION # 52
A company has new accrual and redemption partner that they wish to add to its Loyalty program as part of a strategic business partnership.
Once the Administrator selects the loyalty program, which steps should the Administrator take to add new partner to the program?
- A. Enter the program partner name > Associate to an account> Set program partner type to 'Both' (Accrual and Redemption)
- B. Enter the program partner name > Associate to a Partner Contact Name > Set program partner type to 'Both' (Accrual and Redemption)
- C. Enter the partner contact name > Associate to a partner Contact Name > Set program type to 'Both' (Accrual and Redemption)
- D. Chose relevant account name to Associate to the program > Set program partner type to 'Both' (Accrual and Redemption)
Answer: A
Explanation:
To add a new accrual and redemption partner to a Loyalty program in Salesforce Loyalty Management, the steps are:
Enter the program partner name > Associate to an account > Set program partner type to 'Both' (Accrual and Redemption) (A): This process involves identifying the new partner by name, associating them with a specific account in Salesforce to link their business details, and defining their role in the loyalty program as both an accrual and redemption partner. This ensures that the partner can both award points to members for eligible transactions and redeem points for rewards, enhancing the program's value and appeal to members.
Options B, C, and D offer variations that do not align with the standard process for adding a new partner in Salesforce Loyalty Management. The correct procedure involves associating the partner with an account (not just a contact) and specifying their role in terms of point accrual and redemption to ensure clear and effective partnership management within the program.
Salesforce Loyalty Management documentation provides guidelines on adding and managing program partners, including the steps to integrate new partners effectively, ensuring they contribute positively to the loyalty program's goals and member experiences.
NEW QUESTION # 53
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 schedule and process the custom object's pending records and another flow to perform tier-upgrade orchestration process
- B. A data-processing-engine (DPE) to identify the qualified members
- C. A flow to perform both tier-upgrade rule and tier-upgrade orchestration process
- D. A flow to perform the tier-upgrade rule and another flow to perform the tier-upgrade orchestration process
Answer: B,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 tier-upgrade 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 tier-upgrade 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.
NEW QUESTION # 54
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. CRM Analytics User
- B. CLAAnalytics base admin
- C. Data pipeline user
- D. Loyalty Analytics User
Answer: B
NEW QUESTION # 55
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