Salesforce SALESFORCE-LOYALTY-MANAGEMENT Online Practice Questions and Exam Preparation

Salesforce SALESFORCE-LOYALTY-MANAGEMENT Online Questions & Answers

• Question 71:

  Universal Containers (UC) has a Loyalty Program with a Loyalty Member Portal implemented using the Loyalty Experience Cloud template. UC is planning tolaunch a new Loyalty Program and wants to retain the same design and functionalities of the existing Loyalty Member Portal.

  Which two steps should UC consider during the implementation of the new Loyalty Program?

  A. Assign the existing Loyalty Member Portal to the new Loyalty Program too.
  B. Use existing Experience Cloud components to handle the same design and functionalities.
  C. Create new Experience Cloud Components for the new Loyalty Member Portal.
  D. Create a new Loyalty Member Portal and assign it to the new Loyalty Program.
  B. Use existing Experience Cloud components to handle the same design and functionalities.
  D. Create a new Loyalty Member Portal and assign it to the new Loyalty Program.

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  Explanation/Reference:

  When implementing a new Loyalty Program while retaining the design and functionalities of an existing Loyalty Member Portal built with the Loyalty Experience Cloud template, Universal Containers should consider:

  Option B:Utilizing existing Experience Cloud components to ensure consistency in design and functionality. This approach leverages the reusable nature of Experience Cloud components, allowing for efficient replication of the portal's look

  and feel without the need for extensive redevelopment. Option D:Creating a new Loyalty Member Portal specifically for the new Loyalty Program. This ensures that the new program has a dedicated portal tailored to its unique requirements

  while maintaining the desired design and functionalities. This approach allows for customization and scalability, accommodating any program- specific features or requirements.

  Reference: Salesforce Experience Cloud documentation emphasizes the reusability of components and the flexibility in creating multiple portals for different purposes, including Loyalty Programs.

• Question 72:

  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.

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  Explanation/Reference:

  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.

• Question 73:

  A member reaches out to the Member Services team regarding points that have expired and requests to restore them. The Loyalty program has a fixedmodel expiration for non- qualifying points.

  How should the Member Services Agent restore the expired points and also set them to expire in the next two months?

  A. Delete the transaction journal that expired the points and re-run the expiration DataProcessing Engine job after two months
  B. Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date
  C. Edit the 'Credit' ledgers corresponding to the points that expired and extend the expiration date to two months from the current date
  D. Edit the Loyalty Member Currency record to restore the Points Balance and set the 'NextExpirationDate' field to two months from the current date
  B. Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date

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  Explanation/Reference:

  To restore expired points for a member in a Loyalty program with a fixed model expiration for non-qualifying points and set them to expire in the next two months, the Member Services Agent should:

  Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date (B):This action allows for the direct adjustment of the member's points balance, including

  the ability to specify a new expiration date for the credited points. It's a straightforward and effective way to restore expired points and set a new expiration date, aligning with the member's request. Deleting the transaction journal that expired

  the points (option A), editing the 'Credit' ledgers (option C), or editing the Loyalty Member Currency record (option D) are not standard practices for restoring expired points and setting a new expiration date in Salesforce Loyalty Management.

  Salesforce documentation on Loyalty Management would detail the process for adjusting points, including how to handle requests for restoring expired points and setting new expiration dates, ensuring member satisfaction and program

  integrity.

• Question 74:

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

  1.

  Enrollment Bonus

  2.

  Member Referral

  3.

  Flight Purchase

  4.

  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.

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  Explanation/Reference:

  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 75:

  A sports clothing and accessories retailer is setting up a new Loyalty program. The company wants an effective way to create urgency in its Loyalty program members to return to purchase and redeem their points within a specified period. The entire points balance expires if a member's last activity, including any purchase or points redemption, reaches 18 months.

  What steps should a Loyalty Consultant follow to meet the retailer's requirement when implementing the new Loyalty program?

  A. Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'
  B. Set up a Qualifying Points currency and apply the expiration model 'Activity Model'
  C. Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'
  D. Set up a Qualifying Points currency and apply the expiration model 'Fixed Model'
  C. Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'

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  Explanation/Reference:

  To create urgency for Loyalty program members to return and redeem their points within a specified period, where the entire points balance expires if a member's last activity reaches 18 months, the Loyalty Consultant should:

  Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model' (C):This setup allows for the expiration of Non-Qualifying Points based on member activity, specifically if there is no purchase or points redemption activity

  within an 18-month period. The Activity Model is used to track the last activity date and trigger expiration based on this inactivity period. Setting up a Non-Qualifying Points currency with a 'Fixed Model' expiration (option A), a Qualifying Points

  currency with either 'Activity Model' (option B) or 'Fixed Model' expiration (option D), would not meet the retailer's requirement for creating urgency based on the last activity.

  Salesforce documentation on Loyalty Management would provide guidance on configuring expiration models for loyalty currencies, ensuring that program objectives, such as encouraging regular member engagement, are achieved.

• Question 76:

  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 "Segment Property", set "Publish Schedule" to "Don't Refresh".
  B. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.
  C. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute.
  D. In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date
  B. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.
  D. In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date

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  Explanation/Reference:

  For this segmentation requirement, the key is to identify members whose membership will expire at the end of the current month and to ensure the segment is refreshed daily within the specified date range. Option Bis correct because using

  "This Month" for the "Membership Expiry Date" attribute will accurately segment members whose memberships expire at the end of the current month.

  Option Dis also correct because setting the "Publish Schedule" to "24 hours" ensures the segment is refreshed daily, capturing new members meeting the criteria as the month progresses. The "Start Date" and "End Date" should be set from

  the 1st of April to 30th of June to match the requirement. Option Ais not suitable because "Don't Refresh" would prevent the segment from updating daily, which is necessary to capture new members as their membership expiry dates become

  relevant.

  Option Cusing "Next Number of days" = 30 might incorrectly include members whose memberships expire in the next 30 days from the current date, not specifically at the end of the current month.

• Question 77:

  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.

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  Explanation/Reference:

  To set up a 10% discount on top of the annual summer sale for loyalty program customers in Salesforce Loyalty Management, the consultant must: 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 (B):This step involves setting up a new promotion specifically for the summer sale, defining it as a standard promotion type, and specifying that the fulfillment action for eligible members will be to issue a voucher, which in this case would be the 10% discount voucher. Create within the Loyalty Experience tab a new voucher definition where the Type Is Discount Percentage and the Expiration Type is fixed Date (D):This step involves defining a new voucher that applies a discount percentage (10% in this case) to purchases, with a fixed expiration date to limit the offer to the summer sale period. This ensures that the promotion is time-bound and encourages members to take advantage of the offer during the sale. Options A and C involve creating a voucher definition and a benefit type, respectively, but do not align precisely with the steps required to set up a promotion that includes issuing a discount percentage voucher with a fixed expiration date for a specific campaign like the summer sale. Salesforce Loyalty Management documentation would provide detailed guidance on creating promotions and vouchers, ensuring that loyalty program consultants can effectively design and implement targeted offers to enhance member engagement and sales during key promotional periods.

• Question 78:

  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

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  Explanation/Reference:

  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 79:

  For the integration of Loyalty Management and Service Cloud, which two methods should a Technical Consultant use for associating a Loyalty Program Member with a Case?

  A. Add the loyalty Program Members' related list on the Case page layout
  B. Add the 'Create Case' action on the Loyalty Program Member page layout
  C. Add the 'Associate Program Member' action on Case page layout
  D. Add the 'Cases' related list on the Loyalty Program Member page layout
  A. Add the loyalty Program Members' related list on the Case page layout
  D. Add the 'Cases' related list on the Loyalty Program Member page layout

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  Explanation/Reference:

  For integrating Loyalty Management and Service Cloud, a Technical Consultant should use the following methods to associate a Loyalty Program Member with a Case:

  Add the Loyalty Program Members' related list on the Case page layout (A): This allows agents to view and access loyalty program member information directly from a Case record.

  Add the 'Cases' related list on the Loyalty Program Member page layout (D): This enables the viewing and management of cases related to a specific loyalty program member from their loyalty member record. These configurations enhance

  the integration between Loyalty Management and Service Cloud, providing a seamless experience for service agents handling loyalty program members' inquiries and cases.

• Question 80:

  A company has recently rolled out a Loyalty Program in the production environment in the Monitor Workflow Services from Setup,the SystemAdministrator noticed that all theLoyalty automations that have Data ProcessingEngine actions are failing, but the rest of the loyalty automations are working correctly.

  What is the root cause of this?

  A. The Default Workflow User is missing the Data Pipelines Base User permission set license
  B. The Default Workflow User is missing the CLAAnalytics Base User permission set license
  C. The Default Workflow User is missing the Loyalty Management permission set license
  D. The Default Workflow User is missing the CLAAnalytics Base User permission set license
  B. The Default Workflow User is missing the CLAAnalytics Base User permission set license

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  Explanation/Reference:

  The root cause of the issue where all the Loyalty automations that have Data Processing Engine actions are failing is becausethe Default Workflow User is missing the CLAAnalytics Base User permission set license (B). This permission set license is essential for the Default Workflow User to execute actions related to the Data Processing Engine within Salesforce Loyalty Management. Without this permission set, the user lacks the necessary access rights to run these specific automations, leading to the observed failures. Salesforce documentation on Loyalty Management would provide guidance on setting up and troubleshooting automations, including the necessary permission sets for different actions.