Master Salesforce Loyalty Management Exam with Reliable Practice Questions
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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 non-qualifying points.
How should the Member Services Agent restore the expired points and also set them to expire in the next two months?
Correct : B
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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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?
Correct : 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.
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A company has recently rolled out the Loyalty Program in the production environment. The Loyalty Manager is unable to edit any Loyalty Management objects.
What permission set license is required to edit the Loyalty Management Objects?
Correct : 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.
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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?
Correct : D
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.
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Universal Containers (UC) has defined a points-based Loyalty Program, and the Loyalty members must receive an email with the point balance every time it is updated.
What should the Salesforce Administrator set up to enable a real-time currency model?
Correct : B
To enable real-time updates of point balances in a points-based Loyalty Program, the Salesforce Administrator should:
Option B 'Enable Real-Time Update of Qualifying Points Balance.' This feature ensures that any changes to a member's qualifying points balance are immediately reflected, allowing for real-time communication of point updates.
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