Vendor: Salesforce
Certifications: Salesforce Certifications
Exam Code: SALESFORCE-LOYALTY-MANAGEMENT
Exam Name: Salesforce Loyalty Management Accredited Professional
Updated: Mar 10, 2025
Q&As: 101 ( View Details)
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VCE
Universal Containers (UC) has defined a points-based Loyalty Program, and the Loyalty members must receive an email with the point balance every time it is updated.
What should the Salesforce Administrator set up to enable a real-time currency model?
A. Create a Flow to update the Points Balance field
B. Enable Real-Time Update of Qualifying Points Balance
C. Enable Real-Time Update of Non-Qualifying Points Balance
D. Non-Qualifying Points updates happen in real-time by default
Correct Answer: B
To enable real-time updates of point balances in a points-based Loyalty Program, the Salesforce Administrator should:
Option B"Enable Real-Time Update of Qualifying Points Balance." This feature ensures that any changes to a member's qualifying points balance are immediately reflected, allowing for real-time communication of point updates. Reference:
Salesforce Loyalty Management documentation on point balance management outlines features and configurations for real-time updates of qualifying points balances, ensuring members are promptly informed of changes.
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.
Correct Answer: C
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 varioussources, 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.
A large retail company wants to award its customers 500 points when they join the Loyalty Program. Which two configuration tasks below will be required to enable this type of award?
A. Create a Transaction Journal with an Activity type of `'Enrollment'' that needs to be created when the customer signs up to join the Loyalty Program.
B. Create a Process rule that awards 500 points when the Activity Type ='Enrollment''.
C. Create a Loyalty Partner and associate one of the Partner's products that must be purchased to award the 500 points.
D. Create a Benefit that adds 500 points when the new member reaches the Top Platinum Level tier.
Correct Answer: AB
To award customers 500 points upon joining the Loyalty Program, two key configuration tasks are required. Firstly, a Transaction Journal with an Activity type of `Enrollment' should be created to record the act of a customer signing up for the
Loyalty Program. This transaction journal serves as a record of enrollment activities and is essential for tracking new members.
Secondly, a Process Rule needs to be created that awards 500 points when the Activity Type equals `Enrollment'. This process rule automates the awarding of points to new members, ensuring that each new enrollment triggers the addition
of 500 points to the member's account. This setup ensures a standardized and automated approach to rewarding new members, enhancing the member experience from the outset.
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