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Salesforce-Loyalty-Management Practice Questions

Question # 1

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 # 2

Northern trail Outfitters (NTO) wants to offer 10% discount on top of the annual summer sale for its Loyalty program customers. Which two steps must a Consultant take in Loyalty Management to set up this promotion?
A. Create within the Loyalty Experiences tab a new voucher definition for the summer sales campaign where the Type is Product or Service and the expiration Type is fixed Date.
B. Create within the Loyalty Experiences tab a new promotion for the Summer Sales campaign where the Loyalty Promotion Type is Standard and the Fulfillment Action is Issue Voucher.
C. Create within the Loyalty Experiences tab a new Benefit Type for the Summer sale campaign where the Benefit Type Name is standard and the Category type is Issue Voucher.
D. Create within the Loyalty Experience tab a new voucher tab a new voucher definition where the Type Is Discount Percentage and the Expiration Type is fixed Date.

B. Create within the Loyalty Experiences tab a new promotion for the Summer Sales campaign where the Loyalty Promotion Type is Standard and the Fulfillment Action is Issue Voucher.
D. Create within the Loyalty Experience tab a new voucher tab a new voucher definition where the Type Is Discount Percentage and the Expiration Type is fixed Date.

Question # 3

Universal Container (UC) is developing a points-based Loyalty Program after the last accrual transaction. How can the Salesforce Administrator set up this expiration model?
A. Set up Expire Activity Based Qualifying Points
B. Set up Expire Fixed Non-Qualifying Points
C. Set up Expire Activity Based Non-Qualifying Points
D. Set up Reset Qualyfing Points

C. Set up Expire Activity Based Non-Qualifying Points

Explanation: To set up an expiration model based on activity after the last accrual transaction in a points-based Loyalty Program at Universal Container, the Salesforce Administrator should Set up Expire Activity Based Non-Qualifying Points (C). This expiration model allows non-qualifying points to expire after a certain period of inactivity, meaning no new accrual transactions occur within that timeframe. It encourages ongoing engagement from Loyalty Program members by incentivizing regular transactions to keep their non-qualifying points active.
Option A (Expire Activity Based Qualifying Points) pertains to qualifying points, which are typically used for tier progression and may have different expiration criteria.
Option B (Expire Fixed Non-Qualifying Points) refers to a fixed expiration model that does not consider member activity.
Option D (Set up Reset Qualifying Points) involves resetting qualifying points, which is a different concept from expiration based on activity.
Salesforce documentation on Loyalty Management would provide insights into configuring various expiration models for points within a Loyalty Program, including activity-based expiration to foster continuous member engagement and transactional activity.

Question # 4

Which set of features should a Consultant check before setting up expanded partner management?
A. Growth license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies
B. Growth license, Prepaid Billing Type, Partner Transactions, Partner Conversion Factor O for Currencies
C. Advanced license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies
D. Advanced license, Partner Ledgers, Partner Transactions, Billing Type

C. Advanced license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies

Explanation: Before setting up expanded partner management in Salesforce Loyalty Management, a Consultant should verify the following features are available:
Option C: An "Advanced" license, which typically provides a broader set of functionalities and capabilities within Salesforce applications, including Loyalty Management.
"PostPaid Billing Type," indicating the billing arrangement with partners, which is relevant for managing financial transactions within the Loyalty Program.
"Partner Ledgers," which are necessary for tracking financial transactions and point exchanges with partners.
"Partner Conversion Factor for Currencies," enabling the management of loyalty points and currency conversion across different geographies and partner locations.
These features collectively support the expanded management of partner relationships within the Loyalty Program, including financial transactions, point conversions, and international operations.
Reference: Salesforce Loyalty Management documentation on partner management provides insights into the features and configurations required for setting up and managing complex partner relationships within Loyalty Programs.

Question # 5

A total group wants to implement a Loyalty program that gives its members points based on the numbers of nights per stay each time members visit one of its hotels. Once a customer reaches 1000 points, members can redeem points with any hotel within the hotel group. The points can be converted to cover the cost of one night’s stay on the next visit. The hotel group hopes this incentive will encourage its members to book more frequently, increasing revenue. Which type of currency should a Loyalty Consultant use to set up the Loyalty program to accomplish the hotel group’s goals?
A. Qualifying Points
B. Tier Qualifying Points
C. Non-Qualifying and Qualifying Points
D. Non-Qualifying Points

D. Non-Qualifying Points

Explanation: To accomplish the hotel group's goals, a Loyalty Consultant should use Non- Qualifying Points as the currency type for the Loyalty program. Non-Qualifying Points are ideal for rewards that do not contribute to tier progression but can be redeemed for benefits, such as a free night's stay. This setup allows members to earn points based on their stays, which can then be redeemed for rewards within the hotel group, encouraging more frequent bookings and enhancing member loyalty.

Question # 6

An Administrator must configure a tier point reset for a Loyalty Program to occur once every two years. Which two setting does the Administrator need to consider in this scenario?
A. The Loyalty tier group field is populated.
B. The qualifying point reset date, period, and frequency are set on the tier group.
C. The Currency type field must correspond to qualifying.
D. The currency type field must correspond to non-qualifying.

B. The qualifying point reset date, period, and frequency are set on the tier group.

Explanation: For configuring a tier point reset in Salesforce Loyalty Management that occurs once every two years, the administrator needs to consider:
The qualifying point reset date, period, and frequency are set on the tier group (B):
This setting ensures that members' qualifying points are reset according to the specified schedule, in this case, every two years. This reset mechanism is crucial for maintaining the program's competitiveness and encouraging ongoing member engagement.
The option A, "The Loyalty tier group field is populated," is a prerequisite for tier management but not directly related to the reset settings. Options C and D, regarding the Currency type field, are not relevant to the tier point reset settings, as the reset pertains to the accumulation and expiration of qualifying points within the tier structure, not the currency type.
Salesforce Loyalty Management documentation would provide detailed instructions on configuring tier resets, including the impact of different settings on member tiers and how to communicate changes effectively to maintain member satisfaction and engagement.

Question # 7

What three facts should the administrator consider when creating and managing member groups?
A. Groups are associate with tiers.
B. Accrual type transactions associated with a group can be canceled.
C. Qualifying points can’t be transferred to a group.
D. Vouchers can’t be issued to groups.
E. Promotions can’t offered to groups.

B. Accrual type transactions associated with a group can be canceled.
C. Qualifying points can’t be transferred to a group.
D. Vouchers can’t be issued to groups.

Explanation: When creating and managing member groups in Salesforce Loyalty Management, administrators should consider the following key facts:
Groups are associated with tiers (A): This statement is not necessarily true as groups can be created for various purposes, not just tied to specific tiers. Groups can be used to segment members for targeted promotions, communications, or benefits irrespective of their tier status. Accrual type transactions associated with a group can be canceled (B): This is an important consideration as it implies that transactions contributing to a group's accrual points can be adjusted or canceled if necessary, affecting the group's total points and potentially members' benefits.
Qualifying points can’t be transferred to a group (C): This is a critical consideration because it highlights the limitation that individual member's qualifying points cannot be directly transferred into a group's pool of points. This ensures the integrity of qualifying points for tier progression and other individual benefits. Vouchers can’t be issued to groups (D): This is another important consideration. While individual members within a group can receive vouchers, a voucher cannot be issued at the group level. This ensures that benefits are tailored and distributed to individual members, maintaining personalization in the loyalty program.
Promotions can’t be offered to groups (E): This statement is incorrect. Promotions can indeed be targeted at specific groups, allowing for more tailored marketing efforts and member engagement strategies within the loyalty program.
References to Salesforce documentation on Loyalty Management would provide detailed guidelines on how to effectively create, manage, and leverage member groups within a loyalty program, ensuring that administrators are well-informed of these considerations.

Question # 8

Universal Containers (UC) plans to implement Salesforce Loyalty Management for a new Loyalty program; however, its operations team remains skeptical about the Loyalty solutions, such as rules, processes, and benefit types. Which option should UC consider when planning its implementation to ensure staff is helping to boost adoption and engagement?
A. Describe the initiative to the Chief Marketing Officer team for their approval
B. Define a strategy led by marketing and involving the finance team.
C. Define a strategy led by marketing and involving the analytics team.
D. Define a company-wide initiative, including an operations team.

D. Define a company-wide initiative, including an operations team.

Explanation: 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.
Reference: Salesforce best practices for change management and Loyalty Program implementation stress the importance of inclusive planning and engagement across all functional areas of the business.

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

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