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Salesforce Salesforce-Loyalty-Management Exam Sample Questions


Question # 1

A Marketing Manager is trying to find a dashboard that shows a reward programs progress but does not see any reports or dashboards with this information. What does an Administrator need to do to present Loyalty Program data to the Marketing Manager?
A. Modify the Marketing user profile to include permission to run reports.
B. Create a permission set to run reports and assign it to marketing users.
C. Enable CRM Analytics and create a Loyalty app.
D. Search Salesforce AppExchange for Loyalty Analytics apps.


C. Enable CRM Analytics and create a Loyalty app.
Explanation: To present Loyalty Program data to the Marketing Manager, an Administrator needs to enable CRM Analytics and create a Loyalty app within it. CRM Analytics (formerly Einstein Analytics) allows for the creation of custom analytics apps that can visualize and analyze data from various sources, including Salesforce Loyalty Management. By creating a Loyalty app within CRM Analytics, the Administrator can design dashboards and reports specifically tailored to the needs of the Marketing Manager, providing insights into the reward program's progress and effectiveness.




Question # 2

An IT Administrator has received a request from the Customer Service team to enable agents to view the Loyalty Program Member information on a Case record in Service Cloud.

What steps should the Administrator take to configure this?
A. On the Case Page Layout, the Related Record component should be added with the 'First Lookup' selected as the 'Loyalty Program 0 Member'
B. On the Case Page Layout, the View Member Profile' component should be added and the required Related Lists from Loyalty Program ® Member should be selected
C. On the Case Page Layout, the Loyalty Program Member Related Lists are available and should be directly embedded to show the Loyalty information
D. On the Case Page Layout, the View Related Membership' action should be added to the Highlights panel and the Loyalty information to be displayed should be selected


B. On the Case Page Layout, the View Member Profile' component should be added and the required Related Lists from Loyalty Program ® Member should be selected
Explanation: To enable agents to view Loyalty Program Member information on a Case record in Service Cloud, the IT Administrator should On the Case Page Layout, add the 'View Member Profile' component and select the required Related Lists from Loyalty Program Member (B). This component allows for the display of relevant Loyalty Program Member information directly within the context of a Case record, enhancing the service agent's ability to access pertinent loyalty information while managing customer cases.




Question # 3

An airline’s Loyalty program offers several ways to accrue points, including:

* Enrollment Bonus
* Member Referral
* Flight Purchase
* Additional information on the member profile.

The Salesforce Administrator must classify the different accrual transaction journals.
What should the administrator configure to meet these requirements?
A. Create a custom field on transaction journal object
B. Create a custom field on Loyalty Ledger object
C. Create a Journal Type for each case.
D. Create a Journal Subtype for each case.


C. Create a Journal Type for each case.
Explanation: To classify the different accrual transaction journals based on the various ways members can accrue points, the Salesforce Administrator should create a Journal Type for each case (e.g., Enrollment Bonus, Member Referral, Flight Purchase, Additional Profile Information). Journal Types in Salesforce Loyalty Management are used to categorize transaction journals according to the nature of the transaction, allowing for organized tracking and reporting of different types of point accrual activities. This configuration facilitates clear differentiation and management of the diverse ways in which members can earn points within the Loyalty Program




Question # 4

The Management team at Cloud Kicks is required to analyze what earning activities are available in the Loyalty Program. What type of user access does the Management Team need to have this information visible in the reports?
A. Read, Edit access on Journal Type, Loyalty Member Promotions, and Loyalty Member Benefits Objects
B. Read. Create access on Journal Type, Loyalty Member Currencies, and Partner Products Objects
C. Read, View access on Journal Type, Partner Products, and Loyalty Ledgers Objects
D. Read, View All access on Journal Type, Journal Subtype, and Transaction Journal Objects


D. Read, View All access on Journal Type, Journal Subtype, and Transaction Journal Objects
Explanation: To analyze earning activities in the Loyalty Program, Cloud Kicks' Management team needs:
Option D: "Read, View All" access on the "Journal Type," "Journal Subtype," and "Transaction Journal" Objects. This level of access allows the management team to view comprehensive information about all types of transactions and activities within the Loyalty Program, including earning activities, enabling detailed analysis and reporting.
Reference: Salesforce Loyalty Management documentation on data access and security settings outlines the importance of appropriate access levels for different user roles to ensure they can view and analyze relevant data within the Loyalty Program.




Question # 5

A new promotion named “Summer Sales” within the Loyalty Program will introduce program members to the promotional campaign and send email communication to the qualified members via Marketing Cloud.
Which the customer Data Platform (CDP) package available, which two options will need to be performed within the org to achieve the required action with minimal configuration effort in mind?
A. “Add Segments” within the “Promotion Segments” section of the “Summer Sales” Promotion
B. Add the Segmented “Loyalty program members” to a new “Campaigns”.
C. Create a custom report using “Salesforce reports”.
D. Create a new segment within CDP.


A. “Add Segments” within the “Promotion Segments” section of the “Summer Sales” Promotion
D. Create a new segment within CDP.
Explanation: To introduce program members to the "Summer Sales" promotional campaign and send email communication via Marketing Cloud with minimal configuration effort, the required actions within the org would be:
“Add Segments” within the “Promotion Segments” section of the “Summer Sales” Promotion (A): This action allows for the direct association of specific member segments to the promotion, enabling targeted communication and engagement with minimal effort.
Create a new segment within CDP (D): By creating a new segment within the Customer Data Platform (CDP), you can easily define and manage the group of loyalty program members who qualify for the "Summer Sales" promotion. This segment can then be used in conjunction with Marketing Cloud for targeted email campaigns.
Options B and C, involving adding segmented loyalty program members to new campaigns and creating custom reports, are not as directly related to the goal of minimal configuration effort for introducing members to the promotion and communicating via Marketing Cloud.
Salesforce documentation on Loyalty Management, CDP, and Marketing Cloud integration would provide insights into efficiently setting up promotions and communicating with targeted segments of loyalty program members.



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