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Salesforce-Loyalty-Management Practice Questions

Question # 1
A customer from an airline Loyalty program purchases a ticket, which will accrue qualifying and non-qualifying points according to the Loyalty rules.

Which two automations can be used to set up transactions and points accrual?
A. Evaluation Flow
B. Autolaunched Flow (No Trigger)
C. Schedule-Triggered Flow
D. Screen Flow


A. Evaluation Flow
C. Schedule-Triggered Flow

Explanation: In the context of Salesforce Loyalty Management, when setting up transactions and points accrual for a customer purchasing a ticket in an airline loyalty program, the appropriate automations are Evaluation Flow and Schedule-Triggered Flow. Evaluation Flow: This automation can be set up to evaluate transactions as they occur, applying loyalty program rules to determine if the transaction qualifies for point accrual and, if so, how many points should be awarded. This is crucial for real-time processing and immediate feedback to loyalty program members.
Schedule-Triggered Flow: This type of automation is used to evaluate transactions on a scheduled basis, which can be daily, weekly, or any other predefined schedule. It is useful for batch processing transactions, such as nightly batch jobs that process all transactions from the day and apply loyalty points accordingly. The use of Autolaunched Flow (No Trigger) and Screen Flow would not be as appropriate in this scenario. Autolaunched Flows without a trigger require manual initiation or a programmatic event, which might not be efficient for real-time transaction processing. Screen Flows are interactive and require user input, which is not suitable for automated transaction and points accrual processing.

Question # 2
The VP of Loyalty Technology at ABC Corp. wants to launch a new Loyalty program with minimal development time. However, its current Loyalty engine requires several complex system integrations with its marketing and customer service platforms. A Technical Consultant is brought in to assess the company's business requirements and recommend a feasible solution to deliver the desired Loyalty program for its customers.
Which two seamless integrations within the Salesforce ecosystem, does Salesforce Loyalty Management offer that can be easily enabled by the Technical Consultant to meet the customer's business requirement?
A. Salesforce Service Cloud
B. Third-party Customer Data Platform (CDP)
C. Supplier and Partner Ecosystem
D. Salesforce Marketing Cloud


A. Salesforce Service Cloud
D. Salesforce Marketing Cloud

Explanation: Salesforce Loyalty Management offers seamless integrations within the Salesforce ecosystem that can be easily enabled to meet ABC Corp.'s business requirements for launching a new Loyalty program, including:
Option A: Salesforce Service Cloud, which can be integrated to manage customer service interactions and inquiries related to the Loyalty Program, enhancing the overall customer experience.
Option D: Salesforce Marketing Cloud, which allows for the creation and management of targeted marketing campaigns to engage Loyalty Program members, promote rewards, and encourage participation.
Reference: Salesforce documentation on Loyalty Management and its integration capabilities with Service Cloud and Marketing Cloud provides insights into how these platforms can be leveraged to support and enhance the functionality of Loyalty Programs.

Question # 3
A hotel group has finished setting up its Loyalty program and now wants to provide its Loyalty members with live updates about their program membership. They are looking for a solution that lets members view their membership details whenever they want to, and expect that this can be implemented without a need for complex customization.
Using the available product features of Loyalty Management. Which three tasks should an Administrator implement to meet the Hotel group's requirements?
A. Associate the site with the new Hotel Group Loyalty Program using API integration endpoints
B. Associate the site with the new Hotel Group Loyalty Program
C. Connect the website to the hotel's payment gateway
D. Create a site using the Experience Cloud site template called the Loyalty Member Portal
E. Add Loyalty lightning components to the site that show members their Loyalty program details, points balance, recent transactions, and currently assigned tiers.


B. Associate the site with the new Hotel Group Loyalty Program
D. Create a site using the Experience Cloud site template called the Loyalty Member Portal
E. Add Loyalty lightning components to the site that show members their Loyalty program details, points balance, recent transactions, and currently assigned tiers.

Explanation: To provide live updates to Loyalty members about their program membership, the following tasks should be implemented:
Associate the site with the new Hotel Group Loyalty Program: This task involves linking the hotel’s loyalty program with their website, allowing for seamless access to loyalty program details for members1.
Create a site using the Experience Cloud site template called the Loyalty Member Portal: Salesforce provides a specialized site template within Experience Cloud specifically designed for loyalty programs. This template, known as the Loyalty Member Portal, is tailored to display loyalty program details, points balance, recent transactions, and tier information2.
Add Loyalty lightning components to the site: By adding Lightning components to the site, members can view their loyalty program details, points balance, recent transactions, and current tier assignments in real-time. These components are designed to provide a comprehensive overview of a member’s status within the loyalty program without the need for complex customizations2.
These steps will ensure that members can view their membership details at their convenience, fostering greater engagement and satisfaction with the hotel group’s Loyalty program.

Question # 4
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?
A. Create a Flow to update the Points Balance field
B. Enable Real-Time Update of Qualifying Points Balance
C. Enable Real-Time Update of Non-Qualifying Points Balance
D. Non-Qualifying Points updates happen in real-time by default


B. Enable Real-Time Update of Qualifying Points Balance

Explanation: 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. Reference: Salesforce Loyalty Management documentation on point balance management outlines features and configurations for real-time updates of qualifying points balances, ensuring members are promptly informed of changes.

Question # 5
An Administrator needs to analyze the performance of the Loyalty Program.
What Loyalty Analytics permission does a System Administrator need to set up and customize?
A. Loyalty Analytics User
B. CLAAnalytics Base Admin
C. Data Pipeline User
D. CRM Analytics User


A. Loyalty Analytics User

Explanation: To analyze the performance of the Loyalty Program, a System Administrator needs to set up and customize Loyalty Analytics, which requires the Loyalty Analytics User (A) permission. This permission set enables the administrator to access Loyalty Analytics features, configure reports, and customize dashboards to analyze various aspects of theLoyalty Program's performance, such as member engagement, tier progression, redemption rates, and more.
Option B (CLAAnalytics Base Admin), Option C (Data Pipeline User), and Option D (CRM Analytics User) refer to different aspects of Salesforce analytics and data management, which, while potentially relevant in broader contexts, are not specifically tailored to the setup and customization of Loyalty Analytics within Salesforce Loyalty Management.
Salesforce documentation on Loyalty Management and Analytics would provide guidance on leveraging analytics capabilities to gain insights into Loyalty Program performance, guiding data-driven decision-making and program optimization.

Question # 6
For the integration of Loyalty Management and Service Cloud, which two methods should a Technical Consultant use for associating a Loyalty Program Member with a Case?
A. Add the loyalty Program Members' related list on the Case page layout
B. Add the 'Create Case' action on the Loyalty Program Member page layout
C. Add the 'Associate Program Member' action on Case page layout
D. Add the 'Cases' related list on the Loyalty Program Member page layout


A. Add the loyalty Program Members' related list on the Case page layout
D. Add the 'Cases' related list on the Loyalty Program Member page layout


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
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. Loyalty Analytics User
B. CRM Analytics User
C. CLAAnalytics base admin
D. Data pipeline user


A. Loyalty Analytics User

Explanation: To analyze the performance of the Loyalty Program, a System Administrator needs the 'Loyalty Analytics User' permission. This permission set grants access to the analytics and reporting features within Salesforce Loyalty Management, allowing the administrator to customize, view, and analyze data related to the loyalty program's performance, member engagement, and other key metrics.

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

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