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| Section | Weight | Objectives |
|---|---|---|
| Loyalty Program Configuration | 25% | - Implement program mechanics and journey milestones - Set up loyalty programs, rules, and promotions - Design tier structures and qualification criteria - Configure earning and redemption rules |
| Analytics and Reporting | 10% | - Use Loyalty Management reporting features - Analyze member engagement and program performance - Monitor loyalty metrics and KPIs |
| Member Management | 20% | - Manage member enrollment and registration - Create and manage loyalty program members - Implement member lifecycle stages - Configure member tiers and benefits |
| Points and Rewards Management | 20% | - Implement point expiration and adjustment rules - Manage loyalty currency (points) operations - Process point transactions (earning, redeeming, adjusting) - Configure reward types and catalogs |
| Loyalty Management Fundamentals | 15% | - Explain loyalty program types and structures - Describe the core concepts of loyalty management - Identify key business outcomes loyalty management drives |
| Partner Management | 10% | - Manage partner program participation - Configure loyalty partners and relationships - Set up partner earning and redemption rules |
1. A retailer of sports clothing and accessories is currently looking to roll out a Loyalty Program for its customers and sets up a Loyalty Program using Salesforce Loyalty Management. The retailer has decided to implement four-tier groups that will be associated with the program.
What are the three necessary attributes that need to be defined when setting up tier groups?
A) Non-Qualifying Period
B) Fixed Tier Model
C) Tier Model
D) Tier Period
E) Qualifying period
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 Escrow Points
D) Enable Deferred Points
3. A new segment in Customer Data Platform (CDP) will be used for sending notification emails to members with the following requirements: - The mail is sent on the first day of the month to the members that will have their membership expire at the end of the same month, starting from the 1st of April to 30th of June
- member's expiry-date are standardized to the last day of the month.
Which two configuration options below should be used for the new segment to fulfill this segmentation requirement?
A) In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute.
B) In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.
C) In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date
D) In "Segment Property", set "Publish Schedule" to "Don't Refresh".
4. A company has recently rolled out the Loyalty Program in the production environment. The Loyalty Manager is unable to edit any Loyalty Management objects.
What permission set license is required to edit the Loyalty Management Objects?
A) CLAAnalytics Base Admin
B) CLAAnalytics Base User
C) Loyalty Management
D) Data Pipelines Base User
5. 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) Assign the permission set to the user account
C) API access
D) Grant access to the correct business unit
Solutions:
| Question # 1 Answer: C,D,E | Question # 2 Answer: D | Question # 3 Answer: B,C | Question # 4 Answer: C | Question # 5 Answer: C,D |
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