Salesforce Loyalty Management Exam Practice Test Instant Access

Question 1

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?

AProgram Manager Home Dashboard

BMember Services Manager Home Dashboard

CTeam Performance Dashboard

DLoyalty Member Services Dashboard

Answer : D

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.

Question 2

What two fields are attributed to a Loyalty Program entity in the Salesforce Customer Data Platform?

ACreated Date

BLast Modified Date

CCurrent Member Count

DReporting Enabled (Boolean)

Answer : A, B

Within the Salesforce Customer Data Platform (CDP), the Loyalty Program entity is attributed with various fields that help in managing and analyzing the loyalty program's performance. Two essential fields attributed to this entity are Created Date and Last Modified Date.

The Created Date field records the timestamp when the Loyalty Program entity was initially created in the system, providing a reference point for the program's inception. The Last Modified Date field, on the other hand, keeps track of the most recent update made to the Loyalty Program entity, offering insights into the program's maintenance and evolution over time.

These fields are crucial for administrative and analytical purposes, allowing businesses to monitor the lifecycle of their loyalty programs and make data-driven decisions based on the program's history and modifications.

Question 3

While designing an experiential Loyalty Program, what are the two recommended objects to be used as a best practice to track what type of activity the member has with the program?

ALoyalty Ledger & Transaction Journal

BLoyalty Member Currency & Transaction Journal

Ctransaction Journal Type & Transaction Journal Subtype

DJournal Type & Journal Subtype

Answer : D

Question 4

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?

ASet up one qualifying currency and a non-qualifying currency

BSet up one qualifying currency

CSet up a tier system based on a cumulative spending value

DSet up vouchers for specific products

ESet up promotions

Answer : B, C, E

For Northern Trail Outfitters' Loyalty Program offering, the Administrator should configure:

B: One qualifying currency to track points that can be redeemed for products.

C: A tier system based on cumulative spending to gamify and reward top spenders with exclusive benefits.

E: Promotions to create special offers or rewards that can enhance the Loyalty Program's appeal and engagement.

Question 5

What is the most efficient way to automatically reset qualifying points for high volume Loyalty Programs?

AThe reset period is defined at the Tier Group level; Loyalty Management will automatically process it every night to ensure efficient point calculation

BUse the out-of-the-box 'Reset Qualifying Points'' data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.

CCreate 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

DDevelop an Apex Time Trigger to scan all Member Currencies and reset Qualifying points every time a reset period has expire

Answer : B

The most efficient way to automatically reset qualifying points for high-volume 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 6

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

AConfigure Loyalty Program preferences for B2C Commerce Site

BInstall Loyalty Management for B2C Commerce Package

CConfigure connected app named B2C Loyalty Connector

DConfigure connected app named B2C Commerce Loyalty Connector

EAdd Loyalty Management for Commerce Cartridge

Answer : A, C, E

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.

Question 7

Which two features below are supported in the reference integration between Loyalty and Commerce Cloud?

ALoyalty membership merge

BLoyalty member profile

CLoyalty member enrollment

DResetting tier points

Answer : B, C

In the reference integration between Salesforce Loyalty Management and Commerce Cloud, two key features are supported: 'Loyalty member profile' and 'Loyalty member enrollment.' The 'Loyalty member profile' feature allows for the management and viewing of loyalty member information within Commerce Cloud, providing a seamless experience for members as they interact with the brand across different platforms. The 'Loyalty member enrollment' feature enables new customers to join the loyalty program directly through Commerce Cloud, facilitating the growth of the loyalty program and enhancing customer engagement by leveraging the commerce platform.

Salesforce Loyalty Management Accredited Professional Exam Practice Test