Salesforce Loyalty Management Accredited Professional Exam Practice Test

Answer : C

In Salesforce Loyalty Management, visibility issues of components such as the Loyalty Members Profile Cards on the Lightning Record Page can often be traced back to configuration settings related to the Loyalty Program itself. While options A, B, and D mention various dashboards (Member Summary, Member Preferences, and Member NPS), these are not directly related to the visibility of profile cards on the Lightning Record Page.

The correct setting that is likely missing and preventing the visibility of the Loyalty Members Profile Cards is the configuration of the Loyalty Program as Primary. This setting is crucial because it defines which Loyalty Program is considered the main one for the organization. Without setting a Loyalty Program as Primary, Salesforce might not properly display related components, such as the Loyalty Members Profile Cards, due to a lack of context about which program's information should be displayed.

In Salesforce, the concept of a 'Primary' program is used in various contexts to denote the main or default record among multiple. Similarly, in the context of Loyalty Management, setting a Loyalty Program as Primary ensures that its related data and components are given precedence and are properly displayed in the user interface, including on Lightning Record Pages.

For reference, Salesforce documentation on Loyalty Management typically covers the setup and configuration of Loyalty Programs, including how to designate a program as Primary. Although the exact steps can vary based on the Salesforce release and customizations, administrators typically need to navigate to the Loyalty Management settings or related setup area, find the specific Loyalty Program configuration section, and select an option or checkbox to designate a program as the Primary Loyalty Program for the organization.

Answer : D

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.

Answer : B

To award new members with a 10% discount and 100 points upon sign-up, the Program Administrator should:

B: Create a record-triggered flow using Journal Type, Journal SubType, Transaction Journal, Credit Points action, and Issue Voucher action. This flow will automate the process of crediting points and issuing discount vouchers to new members as part of the promotion.

Answer : A

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.

Answer : C, D

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.

Answer : B

To edit Loyalty Management objects, the 'Loyalty Management' permission set license is required. This license grants users the necessary permissions to access and modify Loyalty Management-specific data and configurations.

Option B 'Loyalty Management' is the correct answer as it directly relates to the permissions needed to work with Loyalty Program configurations and objects within Salesforce.

Options A, C, and D pertain to analytics and data pipeline functionalities and do not grant permissions to edit Loyalty Management objects.

Answer : B, D

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.