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Salesforce-Loyalty-Management Practice Questions

Question # 1

Universal Containers (UC) has a Loyalty Program with a Loyalty Member Portal implemented using the Loyalty Experience Cloud template. UC is planning to launch a new Loyalty Program and wants to retain the same design and functionalities of the existing Loyalty Member Portal. Which two steps should UC consider during the implementation of the new Loyalty Program?
A. Assign the existing Loyalty Member Portal to the new Loyalty Program too.
B. Use existing Experience Cloud components to handle the same design and functionalities.
C. Create new Experience Cloud Components for the new Loyalty Member Portal.
D. Create a new Loyalty Member Portal and assign it to the new Loyalty Program.

B. Use existing Experience Cloud components to handle the same design and functionalities.
D. Create a new Loyalty Member Portal and assign it to the new Loyalty Program.

Explanation: When implementing a new Loyalty Program while retaining the design and functionalities of an existing Loyalty Member Portal built with the Loyalty Experience Cloud template, Universal Containers should consider:
Option B: Utilizing existing Experience Cloud components to ensure consistency in design and functionality. This approach leverages the reusable nature of Experience Cloud components, allowing for efficient replication of the portal's look and feel without the need for extensive redevelopment.
Option D: Creating a new Loyalty Member Portal specifically for the new Loyalty Program. This ensures that the new program has a dedicated portal tailored to its unique requirements while maintaining the desired design and functionalities. This approach allows for customization and scalability, accommodating any programspecific features or requirements.
Reference: Salesforce Experience Cloud documentation emphasizes the reusability of components and the flexibility in creating multiple portals for different purposes, including Loyalty Programs.

Question # 2

A company has decided to use Loyalty Management for customer retention, which will lead to increased revenue. Based on market research, the company decided to make the points available for its Loyalty Program Members after the return period of 14 days is over. What is the best solution to meet the company's business requirements?
A. Install App Exchange
B. Enable Pending Points
C. Enable Deferred Points
D. Enable Escrow Points

C. Enable Deferred Points

Explanation: To meet the company's business requirements of making points available for Loyalty Program Members after a return period of 14 days, the best solution is to Enable Deferred Points (C). Deferred points are a feature in Salesforce Loyalty Management that allows points to be earned but not immediately available for redemption, typically used to account for return periods or other conditional delays. By enabling deferred points, the company can ensure that points are only made available after the specified return period has passed, aligning with their business strategy and reducing the risk of point redemption for returned products.

Question # 3

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 tiers are defined - Silver (base), Gold (next tier), and Platinum (the highest tier). Qualifying Points reset date is set at December 31,2022, with a frequency of one year. 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 for this member after the tier is upgraded to Gold?
A. December 31. 2023
B. March 16,2024
C. December 31,2024
D. March 31, 2024

C. December 31,2024

Explanation: For a member who joins the NTO Insider program in the Silver tier and gets upgraded to the Gold tier on March 16, 2023, the new expiry date after the tier upgrade would be December 31, 2024 (C). This is because the tier group is defined with a Fixed Model and a Period of one year, with the Qualifying Points reset date set at December 31, 2022, and a frequency of one year. The Extend Expiration setting being tied to the Qualifying Points Reset Date means that regardless of when the tier upgrade occurs within the year, the expiration of the new tier status aligns with the annual reset date, extending to the end of the following reset period, which would be December 31, 2024.
This approach ensures that members who achieve a higher tier partway through the year enjoy the benefits of that tier for the remainder of the current year plus the entire next year, providing a full year's benefit from the point of the annual reset.
Salesforce documentation on Loyalty Management would outline the functionality and configuration options for tier groups, tier upgrades, and expiration settings, guiding administrators on setting these up to meet the program's strategic objectives and ensure clarity and fairness for members.

Question # 4

When setting up a Loyalty Program what is one of the ways a company can measure member engagement with the Loyalty Program?
A. Analytics Studio
B. Qualifying Currency
C. Transaction Journals
D. Benefits types

C. Transaction Journals

Explanation: One of the ways a company can measure member engagement with the Loyalty Program is through Analytics Studio. Analytics Studio is a powerful tool within Salesforce that allows organizations to create custom dashboards and reports based on their data. By leveraging Analytics Studio, a company can analyze various aspects of the Loyalty Program, such as member activity, redemption rates, point accumulation, and more. This insight can help identify trends, areas for improvement, and opportunities to enhance member engagement and loyalty.

Question # 5

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 ‘Member Summary Embedded Dashboard’ on the Contact record
B. Incorporate the Member Service Manager Home Dashboard on the Contact record
C. Incorporate the ‘Transaction Journals’ related list on the Contact record
D. Incorporate the ‘View Member Profile’ component on the Contact record

A. Incorporate the ‘Member Summary Embedded Dashboard’ on the Contact record
C. Incorporate the ‘Transaction Journals’ related list on the Contact record

Question # 6

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
C. December 31, 2023
D. March 16, 2020.

B. March 31 2024

Explanation: The new expiry date for the member after being upgraded to the Gold tier would be March 31, 2024. In Salesforce Loyalty Management, when a member is upgraded to a new tier, the expiry date is set based on the tier's fixed model and period. Since the member was upgraded on March 16, 2023, and the period is one year, the new expiry date aligns with the end of the month following the one-year anniversary of the upgrade, which is March 31, 2024.

Question # 7

Using extensive Data Processing Engine jobs to modify Salesforce data at scale, which two limits should be monitored?
A. Record Storage Limits
B. Batch Limit in Bulk Api
C. Data Pipeline Limits
D. Apex Governor Limits

A. Record Storage Limits
C. Data Pipeline Limits

Explanation: When using extensive Data Processing Engine (DPE) jobs to modify Salesforce data at scale, the two limits that should be monitored are:
Option A "Record Storage Limits," as extensive data processing and modification can significantly impact the volume of data stored in Salesforce, potentially reaching storage capacity limits.
Option C "Data Pipeline Limits," since DPE jobs involve data processing tasks that may be constrained by the limits of Salesforce's data processing capabilities and resources.
Reference: Salesforce documentation on Data Processing Engine and Salesforce limits provides guidance on monitoring and managing storage and processing limits when performing large-scale data operations.

Question # 8

A company has an existing Loyalty Program, and the marketing team wants to start awarding 10% discounts and 100 points to new members upon sign-up. What does the Program Administrator need to do for a new member to earn this promotion?
A. Create a record triggered flow using Journal Type, Journal SubType, Transaction Journal, and Process O Member Benefit Action
B. Create a record triggered flow using Journal Type. Journal SubType, Transaction Journal. Credit Points action and Issue Voucher action
C. Create an autolaunched flow using Transaction Journal, Loyalty Ledger, and Get Loyalty Promotions for Transactions
D. Create an autolaunched flow using Journal Type. Journal SubType, Transaction Journal, Credit Points ° action, and Issue Voucher action

B. Create a record triggered flow using Journal Type. Journal SubType, Transaction Journal. Credit Points action and Issue Voucher action

Explanation: 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.
Reference: Salesforce documentation on automation with Flows provides a framework for setting up complex business processes, such as awarding promotional benefits to Loyalty Program members upon specific triggers like sign-up.

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Exam Name: Salesforce Loyalty Management Accredited Professional Exam (SU24)
Certification Name: Loyalty Management

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Last Updation Date: 15-Apr-2025

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