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Salesforce-Loyalty-Management Practice Questions

Question # 1
How is Loyalty Management data, including Loyalty Program, Loyalty Tier, and Member Benefits made available in Salesforce CDP?
A. Configure Loyalty data in the CDP through S3 buckets (Cloud).
B. Configure the Loyalty Data Accelerator Package.
C. Ensure Loyalty data is enabled and mapped in the CDP daily.
D. Configure Loyalty Management Bundle Data Mappings.


D. Configure Loyalty Management Bundle Data Mappings.



Question # 2
The Member Services team wants to view the information of a member’s recent transactions and manual adjustments on the Contact record.
What are the two recommendations that an IT Administrator should suggest?
A. Embed the ‘Member Summary Embedded Dashboard on the Contact record
B. Embed the Member Service Manager Home Dashboard on the Contact record
C. Add the ‘Transaction Journals’ related list to the Contact record
D. Add the ‘View Member Profile’ component on the Contact record


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

Explanation: To provide the Member Services team with the information they need directly on the Contact record, the IT Administrator can take two main actions. Firstly, embedding the 'Member Summary Embedded Dashboard' on the Contact record allows the team to have a visual and comprehensive overview of a member's loyalty activities, including recent transactions and adjustments, directly within the context of the contact. This dashboard is specifically designed to aggregate and display relevant loyalty information, making it a suitable tool for quick insights. Secondly, adding the 'Transaction Journals' related list to the Contact record enables the team to view detailed entries of each transaction and manual adjustment made by or for the member. This related list provides granular data about each activity, allowing for a deeper analysis and understanding of the member's loyalty interactions.
These recommendations are based on best practices for Salesforce Loyalty Management, ensuring that the team has access to both summarized and detailed loyalty information within their usual workflows, enhancing efficiency and providing a holistic view of member activities.


Question # 3
A company's Marketing Team needs to set up a promotion and use Promotion Market Segments where members of a specific age range and with expressed preferences will benefit from this promotion.
What is the recommended solution for the team to set up the Promotion Market Segments?
A. Custom coded solution
B. Salesforce Marketing Cloud
C. Salesforce Reports and Dashboards
D. Salesforce Customer Data Platform


D. Salesforce Customer Data Platform

Explanation: To set up Promotion Market Segments for members within a specific age range and with certain preferences, the recommended solution is:
D: Salesforce Customer Data Platform (CDP), which allows for the creation of detailed segments based on a wide range of criteria, including demographic data and expressed preferences.


Question # 4
A Consultant was tasked with setting up the connection between Salesforce Loyalty Management and Marketing Cloud. The Consultant created a new user account in Marketing Cloud
Which two items on the Marketing Cloud user account should the Consultant configure to enable the user account to successfully connect with Salesforce Loyalty Management?
A. User account must exist within the Loyalty Management org
B. Grant access to the correct business unit
C. Assign the permission set to the user account
D. API access


B. Grant access to the correct business unit
D. API access

Explanation: When configuring a new user account in Marketing Cloud for integration with Salesforce Loyalty Management, the Consultant must ensure to Grant access to the correct business unit (B) and Enable API access (D). Access to the correct business unit is necessary to ensure that the user has access to the relevant data and functionalities within Marketing Cloud. API access is essential for the technical integration, allowing for communication between Salesforce Loyalty Management and Marketing Cloud.


Question # 5
A company has recently rolled out a Loyalty Program with three tiers. The lowest tier is Silver, and the highest tier is Platinum. The company decided to offer Platinum members exclusive access to VIP events.
How should an Administrator configure the Loyalty Program for Platinum members?
A. Set up Members "Exclusive Access to VIP Events" as a Voucher
B. Set up Members "Exclusive Access to VIP Events" as a Member Promotion
C. Set up Members "Exclusive Access to VIP Events" as a Transaction Journal
D. Set up Members "Exclusive Access to VIP Events" as a Loyalty Tier Benefit


D. Set up Members "Exclusive Access to VIP Events" as a Loyalty Tier Benefit

Explanation: To offer Platinum members exclusive access to VIP events, an Administrator should Set up Members "Exclusive Access to VIP Events" as a Loyalty Tier Benefit (D). Configuring this exclusive access as a tier benefit specifically for Platinum members allows for clear differentiation of tiers and provides a compelling incentive for members to reach and maintain the Platinum tier. This setup ensures that the highest-tier members receive appropriate recognition and rewards, enhancing their loyalty and engagement with the program.
Options A (Voucher), B (Member Promotion), and C (Transaction Journal) do not accurately represent the method for providing exclusive event access as a distinct benefit of attaining the Platinum tier within a loyalty program.


Question # 6
A loyalty Program would like to set up a new process where a push notification or email will be sent to the client immediately after a voucher is added to their member account within Salesforce Marketing Cloud.
The notification message will require the “first name” and the “membership number” to personalize the message and, a custom object named
“voucher issued” with the necessary data attributes.
Which option for the entry event should be selected as the preferred implementation approach that can meet the requirements with the least amount of development effort?

A. Option A
B. Option B
C. Option C
D. Option D


C. Option C

Explanation: For the scenario described, where a loyalty program wants to send an immediate notification after a voucher is added to a member's account, the entry event in Salesforce Marketing Cloud needs to trigger off of the creation of a record in Salesforce that contains the necessary data attributes for personalization.
Option C is the most suitable choice because it specifies an entry event based on the "Voucher," "Contact," and "LoyaltyProgramMember" objects. This approach aligns with the requirements because it directly utilizes the "first name" from the Contact object and the "membership number" from the LoyaltyProgramMember object, which are necessary for personalizing the notification message.
Moreover, Option C would likely require the least amount of development effort because it leverages existing Salesforce data and related objects without the need for additional configuration or data extensions. In contrast, other options would require the setup of a data extension or custom objects that may not be directly tied to the triggering event, thereby increasing the complexity and development effort.
In Salesforce Marketing Cloud, Journey Builder is the tool that would be used to create this customer journey. It allows for the configuration of entry events based on data changes in Salesforce, such as the addition of a voucher to a member's account. The real-time nature of this trigger is essential for the immediate notification requirement.
According to Salesforce's official documentation, using Salesforce data as the entry source for a journey allows for real-time messaging based on record creation or updates. This means that as soon as a voucher record is created or updated in Salesforce, the entry event can trigger and begin the journey, which will send the personalized notification to the member.
In practice, setting up this entry event in Journey Builder would involve specifying the criteria for the trigger (in this case, the creation of a voucher) and mapping the necessary data fields for personalization. This is consistent with Salesforce's best practices for creating personalized, real-time customer engagements through Journey Builder. Salesforce's documentation on Journey Builder and real-time event triggers provides further details on how to configure these types of journeys and can be referred to for stepby- step guidance and the latest feature updates.


Question # 7
Northern Trail, outfitters (NTO) needs to process tier assessment rules on its member’s anniversary date NTO wants to set up a Data Process Engine that transforms the data that is available in Salesforce and writes back the transformation results as new or updated records.
Which Kind of permission Set is required to enable the Data Processing Engine definitions?
A. CLA Analytics Base Admin
B. Data Pipelines Base User
C. Rule Engine Designer
D. Loyalty Analytics admin


B. Data Pipelines Base User

Explanation: To enable the Data Processing Engine for processing tier assessment rules on members' anniversary dates, the required permission set is:
Data Pipelines Base User (B): This permission set grants the necessary access to configure and manage Data Processing Engine definitions, allowing for the transformation of Salesforce data and the writing back of transformation results as new or updated records. This capability is crucial for automating tier assessments and other data-intensive processes within Salesforce Loyalty Management.
Options A (CLA Analytics Base Admin), C (Rule Engine Designer), and D (Loyalty Analytics Admin) do not specifically pertain to enabling the Data Processing Engine for tier assessment and other data processing tasks within Loyalty Management.
Salesforce documentation on Loyalty Management and Data Processing Engine would provide insights into the required permissions and best practices for setting up and managing data transformations and tier assessments within a loyalty program.


Question # 8
Universal Containers has created a new Loyalty Member Portal for a second Loyalty Program that they have recently launched. A member of the first program has enrolled in the second program and has decided to use the same login for both Loyalty Member Portals.
The user cannot access the new Loyalty Member Portal. How can the Loyalty Administrator verify why the user cannot access the second Loyalty Member Portal?
A. Through Workspaces, check if the user profile has access to the new portal.
B. Check if the user has been assigned the Sharing Set for the Second Loyalty Member Portal.
C. Create a new user and new profile for the member.


A. Through Workspaces, check if the user profile has access to the new portal.

Explanation: 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.


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

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  • Total Questions: 103
  • Last Updation Date: 17-Feb-2025

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