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| Section | Weight | Objectives |
|---|---|---|
| Partner Management | 10% | - Set up partner earning and redemption rules - Manage partner program participation - Configure loyalty partners and relationships |
| Loyalty Management Fundamentals | 15% | - Explain loyalty program types and structures - Identify key business outcomes loyalty management drives - Describe the core concepts of loyalty management |
| Loyalty Program Configuration | 25% | - Configure earning and redemption rules - Implement program mechanics and journey milestones - Design tier structures and qualification criteria - Set up loyalty programs, rules, and promotions |
| Points and Rewards Management | 20% | - Configure reward types and catalogs - Process point transactions (earning, redeeming, adjusting) - Implement point expiration and adjustment rules - Manage loyalty currency (points) operations |
| Analytics and Reporting | 10% | - Monitor loyalty metrics and KPIs - Use Loyalty Management reporting features - Analyze member engagement and program performance |
| Member Management | 20% | - Configure member tiers and benefits - Implement member lifecycle stages - Manage member enrollment and registration - Create and manage loyalty program members |
Question 1
A Consultant needs to configure the Loyalty tier groups for a Loyalty Program with the following specifications:
Qualifying period is reset once a year on the 31st of March.
The member-tier is not extended upon expiration.
Which two settings within the Loyalty tier groups configuration should the Consultant configure to meet the required specifications?
A. Extend Expiration = no extension
B. Tier-model = anniversary
C. Extend Expiration = member enrollment anniversary
D. Tier-model = fixed
Question 2
Ursa Major Solar has recently rolled out its Loyalty Program. The customer support agents need access to Loyalty Program Member's information. The System Administrator at Ursa Major Solar has placed the Loyalty Members Profile Cards on the Lightning Record Page, and all access is granted; however, it is still not visible on the page.
What setting is missing and preventing the visibility of the pages?
A. Setup the Member Summary Embedded Dashboard
B. Setup the Member NPS Dashboard
C. Setup the Loyalty Program as Primary
D. Setup the Member Preferences Embedded Dashboard
Question 3
When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?
A. Install CRM Analytics package
B. Assign Analytics for Loyalty User Permissions.
C. Create standard Salesforce reports and dashboard
D. Schedule dataflow for the analytics
E. Create an App using existing templates
Question 4
Which Loyalty Management Key Component should be used to quickly aggregate a high volume of data spread across many Loyalty Management objects?
A. Batch Management
B. Quick Actions
C. Data Processing Engine
D. Decision Table
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 the Segmented "Loyalty program members" to a new "Campaigns".
B. "Add Segments" within the "Promotion Segments" section of the "Summer Sales" Promotion
C. Create a custom report using "Salesforce reports".
D. Create a new segment within CDP.
Solutions:
| Question 1 Answer: A,D | Question 2 Answer: C | Question 3 Answer: A,B,D | Question 4 Answer: C | Question 5 Answer: B,D |
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