Guaranteed Accomplishment with Newest Sep-2025 FREE Salesforce Salesforce-Loyalty-Management [Q19-Q40]

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Guaranteed Accomplishment with Newest Sep-2025 FREE Salesforce Salesforce-Loyalty-Management

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NEW QUESTION 19
Northern Trail Outfitters would like to encourage sustained engagement with its brand over time, the company has created a Promotion that issues a bonus reward to members who make three purchases in a single month.
What type of Loyalty Promotion should the Administrator use?

Standard Promotion

Cumulative Promotion

Joint Promotion

Aggregate Promotion

NEW QUESTION 20
A Consultant will need to create a new voucher definition for a new voucher, wherever the new voucher has the requirements.
A total of two vouchers will be issued to the member.
The first voucher has a face value of $100, and the second voucher has a face value of $200.
Both vouchers must be used within three months after the first voucher’s disbursement date.
The first voucher will be issued to the members over a period of a month.
Which voucher definition settings will fulfill the new voucher’s requirements?

Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Checked

Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Unchecked

Type: Fixed valued, Expiration Type: Period, Expiration Period: 90, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Checked

Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: UnChecked

NEW QUESTION 21
What three types of vouchers can be configured in Loyalty Management?

Promo Code

Discount Percentage

Fixed Value

Gift Card

Product or Service

In Salesforce Loyalty Management, the types of vouchers that can be configured include:
Promo Code (A): This voucher type allows members to redeem a code for a specific offer or discount, typically used in marketing promotions and online purchases.
Discount Percentage (B): This type of voucher provides a percentage-based discount on products or services, offering flexibility in creating varied promotional offers for loyalty program members.
Fixed Value (C): Fixed Value vouchers offer a specific monetary value that can be applied as a discount or credit towards purchases, providing a straightforward benefit to loyalty program members.
The option D, “Gift Card,” and E, “Product or Service,” while potentially part of a loyalty program’s offerings, are not classified as voucher types within the standard configurations of Salesforce Loyalty Management. Vouchers are typically used for discounts or special offers rather than representing a stored monetary value or specific products/services.
The Salesforce Loyalty Management documentation would include detailed information on configuring and managing different types of vouchers, ensuring that loyalty program administrators can effectively create and offer a variety of benefits to meet their program’s goals and member needs.

NEW QUESTION 22
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?

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.

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.

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.

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.

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.

NEW QUESTION 23
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?

Modify the Marketing user profile to include permission to run reports.

Create a permission set to run reports and assign it to marketing users.

Enable CRM Analytics and create a Loyalty app.

Search Salesforce AppExchange for Loyalty Analytics apps.

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.

NEW QUESTION 24
A company has an existing Loyalty Program. The Salesforce Administrator has been asked to automate the current redemption process for non-qualifying points based on the products, regions, available dates and tiers.
What task does the Administrator need to complete first to implement a decision table for the redemption process?

Create a decision table with input & output values

Create a flow to confirm members have points to redeem

Set the “Is Redeemable” flag on the Loyalty Program Currency

Create an object with fields for storing redemption details

To automate the current redemption process for non-qualifying points based on various criteria like products, regions, available dates, and tiers, the Administrator needs to first Create a decision table with input & output values (A). A decision table in Salesforce Loyalty Management allows for the specification of complex redemption rules and conditions in a structured format, making it the foundational step in automating the redemption process. This table will define how non-qualifying points can be redeemed under different scenarios, serving as the basis for the automated redemption logic.

NEW QUESTION 25
A company has recently rolled out a Loyalty Program with three tiers. The lowest tier is Silver, and the highest tier is Platinum. The company decided to offer Platinum members exclusive access to VIP events.
How should an Administrator configure the Loyalty Program for Platinum members?

Set up Members “Exclusive Access to VIP Events” as a Voucher

Set up Members “Exclusive Access to VIP Events” as a Member Promotion

Set up Members “Exclusive Access to VIP Events” as a Transaction Journal

Set up Members “Exclusive Access to VIP Events” as a Loyalty Tier Benefit

To offer Platinum members exclusive access to VIP events, an Administrator should Set up Members “Exclusive Access to VIP Events” as a Loyalty Tier Benefit (D). Configuring this exclusive access as a tier benefit specifically for Platinum members allows for clear differentiation of tiers and provides a compelling incentive for members to reach and maintain the Platinum tier. This setup ensures that the highest-tier members receive appropriate recognition and rewards, enhancing their loyalty and engagement with the program.
Options A (Voucher), B (Member Promotion), and C (Transaction Journal) do not accurately represent the method for providing exclusive event access as a distinct benefit of attaining the Platinum tier within a loyalty program.

NEW QUESTION 26
The Member Services team wants to view the information of a member’s recent transactions and manual adjustments on the Contact record.
What are the two recommendations that an IT Administrator should suggest?

Embed the ‘Member Summary Embedded Dashboard on the Contact record

Embed the Member Service Manager Home Dashboard on the Contact record

Add the ‘Transaction Journals’ related list to the Contact record

Add the ‘View Member Profile’ component on the Contact record

NEW QUESTION 27
What is a business use case for integrating Marketing Cloud Personalization with Loyalty Management?

To enable the purchasing of products and take payment.

To create unified profile from multiple source of truth and build a golden record.

To be able to send personalized marketing emails in batches.

To offer promotions in real-time to customers.

NEW QUESTION 28
When setting up a Loyalty Program what is one of the ways a company can measure member engagement with the Loyalty Program?

Analytics Studio

Qualifying Currency

Transaction Journals

Benefits types

One of the ways a company can measure member engagement with the Loyalty Program is through Analytics Studio. Analytics Studio is a powerful tool within Salesforce that allows organizations to create custom dashboards and reports based on their data. By leveraging Analytics Studio, a company can analyze various aspects of the Loyalty Program, such as member activity, redemption rates, point accumulation, and more. This insight can help identify trends, areas for improvement, and opportunities to enhance member engagement and loyalty.

NEW QUESTION 29
What is the most efficient way to automatically reset qualifying points for high volume Loyalty Programs?

The reset period is defined at the Tier Group level; Loyalty Management will automatically process it every night to ensure efficient point calculation

Use the out-of-the-box ‘Reset Qualifying Points” data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.

Create Schedule-Triggered Flow that to be executed every night This flow will scan the expired reset Period at the Group Level and rese the points using the out-of-the-box Reset point flow action

Develop an Apex Time Trigger to scan all Member Currencies and reset Qualifying points every time a reset period has expire

NEW QUESTION 30
Which two features below are supported in the reference integration between Loyalty and Commerce Cloud?

Loyalty membership merge

Loyalty member profile

Loyalty member enrollment

Resetting tier points

NEW QUESTION 31
Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the Loyalty program. The consultant needs to add a program partner.
Which fields are required to set up a partner?

Name, Partnership Start Data, Industry, Status, Billing Type

Name, Program, Program Partnership Category, Type, Billing Type

Name, Partnership Start Data, Billing Type, Status, Type
D, Name, Partnership Start Data, Industry, Status, Type

When adding a program partner in Salesforce Loyalty Management, the required fields include:
* Name, Program, Program Partnership Category, Type, Billing Type (B): This combination of fields ensures that a program partner is properly defined and categorized within the Loyalty Management system.
* Name: Identifies the partner within the loyalty program.
* Program: Links the partner to a specific loyalty program.
* Program Partnership Category: Categorizes the partner according to the nature of the partnership (e.g., accrual, redemption).
* Type: Defines the nature of the partnership, such as whether the partner is involved in point accrual, redemption, or both.
* Billing Type: Specifies how the partner is billed, which could be related to transaction fees, membership fees, or other financial arrangements.
Options A, C, and D include fields like “Partnership Start Data,” “Industry,” and “Status,” which, while important, are not the core required fields for initially setting up a program partner in Salesforce Loyalty Management.
Salesforce Loyalty Management documentation provides comprehensive details on setting up program partners, including the required fields and best practices for managing partnerships to enhance member engagement and program value.

NEW QUESTION 32
A company has new accrual and redemption partner that they wish to add to its Loyalty program as part of a strategic business partnership.
Once the Administrator selects the loyalty program, which steps should the Administrator take to add new partner to the program?

Enter the program partner name > Associate to an account> Set program partner type to ‘Both’ (Accrual and Redemption)

Enter the partner contact name > Associate to a partner Contact Name > Set program type to ‘Both’ (Accrual and Redemption)

Enter the program partner name > Associate to a Partner Contact Name > Set program partner type to
‘Both’ (Accrual and Redemption)

Chose relevant account name to Associate to the program > Set program partner type to ‘Both’ (Accrual and Redemption)

NEW QUESTION 33
What are the three required steps in settings up Loyalty promotion with Salesforce CDP and Marketing Cloud?

Send Loyalty Promotion Segments to marketing Cloud

Automatically Add a New Individual Relationship

Activating and Publishing the Segment

Enable Connector Settings on all the Loyalty Objects

Enable Service Connector for Promotion Escalations.

NEW QUESTION 34
Northern Trail, outfitters (NTO) needs to process tier assessment rules on its member’s anniversary date NTO wants to set up a Data Process Engine that transforms the data that is available in Salesforce and writes back the transformation results as new or updated records.
Which Kind of permission Set is required to enable the Data Processing Engine definitions?

CLA Analytics Base Admin

Data Pipelines Base User

Rule Engine Designer

Loyalty Analytics admin

To enable the Data Processing Engine for processing tier assessment rules on members’ anniversary dates, the required permission set is:
Data Pipelines Base User (B): This permission set grants the necessary access to configure and manage Data Processing Engine definitions, allowing for the transformation of Salesforce data and the writing back of transformation results as new or updated records. This capability is crucial for automating tier assessments and other data-intensive processes within Salesforce Loyalty Management.
Options A (CLA Analytics Base Admin), C (Rule Engine Designer), and D (Loyalty Analytics Admin) do not specifically pertain to enabling the Data Processing Engine for tier assessment and other data processing tasks within Loyalty Management.
Salesforce documentation on Loyalty Management and Data Processing Engine would provide insights into the required permissions and best practices for setting up and managing data transformations and tier assessments within a loyalty program.

NEW QUESTION 35
The Loyalty Analytics Base App license provides technical Consultants access to Loyalty analytics data with what limitations?

Rows do not have an analysis limit, only licenses do

Administrators can analyze up to 25 million rows

Administrators can analyze up to 1 million rows

Administrators can analyze up to 10 million rows

The Loyalty Analytics Base App license allows technical Consultants to access Loyalty analytics data with the limitation that administrators can analyze up to 10 million rows (D). This limitation is set to ensure system performance and scalability while providing sufficient data analysis capabilities for most loyalty program needs. Salesforce documentation on Loyalty Management and its integration with analytics tools would detail these limitations and provide best practices for managing and analyzing loyalty data within these constraints.

NEW QUESTION 36
Northern Trail Outfitters would like to encourage sustained engagement with its brand over time, the company has created a Promotion that issues a bonus reward to members who make three purchases in a single month.
What type of Loyalty Promotion should the Administrator use?

Standard Promotion

Cumulative Promotion

Joint Promotion

Aggregate Promotion

For a promotion that rewards members for making three purchases in a single month, the appropriate type of Loyalty Promotion to use would be:
* Cumulative Promotion (B): This type of promotion is designed to reward members for cumulative actions over a specified period, such as making multiple purchases within a month. It tracks and accumulates qualifying activities, issuing rewards once the defined criteria are met, making it ideal for
* encouraging sustained engagement and repeat transactions.
Options A (Standard Promotion), C (Joint Promotion), and D (Aggregate Promotion) do not specifically cater to the requirement of rewarding members for multiple actions within a set timeframe, making Cumulative Promotion the most suitable choice for this scenario.
Salesforce documentation on Loyalty Management would provide detailed information on different types of promotions, including how to set up and manage a Cumulative Promotion to drive engagement and reward member loyalty effectively.

NEW QUESTION 37
Which two actions should an Administrator execute when a tier is changed manually?

Process Member Benefit Action

Create a scheduled job to perform tier change.

Assign Member Tier Benefits Action

Process Transaction Journals batch job

When a tier is changed manually in Salesforce Loyalty Management, an Administrator should execute the following two actions:
Process Member Benefit Action (A): This action ensures that any benefits associated with the new tier are correctly processed and applied to the member. It’s essential for maintaining the integrity of the loyalty program and ensuring members receive the appropriate benefits for their new tier.
Assign Member Tier Benefits Action (C): This action assigns the benefits specific to the newly assigned tier to the member. It’s crucial for updating the member’s benefits to align with their new tier status, ensuring they receive all entitlements associated with their new level.
Creating a scheduled job to perform the tier change (option B) and processing Transaction Journals batch job (option D) are not directly related to the manual tier change process. The focus should be on ensuring that member benefits are correctly assigned and processed in response to the tier change.
Salesforce documentation on Loyalty Management would provide detailed guidelines on managing tier changes, including the actions required to ensure member benefits are correctly updated.

NEW QUESTION 38
A company’s Marketing Team needs to set up a promotion and use Promotion Market Segments where members of a specific age range and with expressed preferences will benefit from this promotion.
What is the recommended solution for the team to set up the Promotion Market Segments?

Custom coded solution

Salesforce Marketing Cloud

Salesforce Reports and Dashboards

Salesforce Customer Data Platform

To set up Promotion Market Segments for members within a specific age range and with certain preferences, the recommended solution is:
D: Salesforce Customer Data Platform (CDP), which allows for the creation of detailed segments based on a wide range of criteria, including demographic data and expressed preferences.

NEW QUESTION 39
An Administrator uses Analytics for Loyalty to develop an InApp-Dashboard showing top and bottom agent performers on the Loyalty call center.
Which dashboard readily available through the Analytics Studio tool can be used to track agents’ performance based on the number of members assisted, customer satisfaction scores, and modifications?

Program Manager Home Dashboard

Member Services Manager Home Dashboard

Team Performance Dashboard

Loyalty Member Services Dashboard

To develop an InApp-Dashboard showing top and bottom agent performers in the Loyalty call center, the most suitable dashboard available through the Analytics Studio tool is the:
* Loyalty Member Services Dashboard (D): This dashboard is designed to track the performance of agents interacting with loyalty program members, including metrics like the number of members assisted, customer satisfaction scores, and modifications made by agents. It provides insights into agent
* performance and service quality in the context of loyalty member services.
The Program Manager Home Dashboard (option A), Member Services Manager Home Dashboard (option B), and Team Performance Dashboard (option C) may contain relevant metrics but are not specifically tailored to tracking individual agent performance in the context of loyalty member services.
Salesforce documentation on Analytics for Loyalty would provide information on available dashboards and their intended use cases, including how to customize and leverage them for specific analytical needs, such as tracking call center agent performance.

NEW QUESTION 40
The Loyalty Administrator for Northern Trail Outfitters (NTO) Insider program defines tier groups – Status Tier Group with a Fixed Model and Period of one year. The three tiers are defined – Silver (base), Gold (next tier), and Platinum (the highest tier).
Qualifying Points reset date is set at December 31,2022, with a frequency of one year.
Extend Expiration for this tier group is Qualifying Points Reset Date.
A member joins NTO Insider in the Silver tier and, after a year of engagement, gets upgraded to the Gold tier on March 16, 2023.
Which date would be the new Expiry date for this member after the tier is upgraded to Gold?

December 31. 2023

March 16,2024

December 31,2024

March 31, 2024

For a member who joins the NTO Insider program in the Silver tier and gets upgraded to the Gold tier on March 16, 2023, the new expiry date after the tier upgrade would be December 31, 2024 (C). This is because the tier group is defined with a Fixed Model and a Period of one year, with the Qualifying Points reset date set at December 31, 2022, and a frequency of one year. The Extend Expiration setting being tied to the Qualifying Points Reset Date means that regardless of when the tier upgrade occurs within the year, the expiration of the new tier status aligns with the annual reset date, extending to the end of the following reset period, which would be December 31, 2024.
This approach ensures that members who achieve a higher tier partway through the year enjoy the benefits of that tier for the remainder of the current year plus the entire next year, providing a full year’s benefit from the point of the annual reset.
Salesforce documentation on Loyalty Management would outline the functionality and configuration options for tier groups, tier upgrades, and expiration settings, guiding administrators on setting these up to meet the program’s strategic objectives and ensure clarity and fairness for members.

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