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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics and Reporting | 10% | - Monitor loyalty metrics and KPIs - Analyze member engagement and program performance - Use Loyalty Management reporting features |
| Topic 2: Member Management | 20% | - Implement member lifecycle stages - Manage member enrollment and registration - Configure member tiers and benefits - Create and manage loyalty program members |
| Topic 3: Loyalty Management Fundamentals | 15% | - Explain loyalty program types and structures - Identify key business outcomes loyalty management drives - Describe the core concepts of loyalty management |
| Topic 4: Partner Management | 10% | - Set up partner earning and redemption rules - Configure loyalty partners and relationships - Manage partner program participation |
| Topic 5: Loyalty Program Configuration | 25% | - Implement program mechanics and journey milestones - Design tier structures and qualification criteria - Set up loyalty programs, rules, and promotions - Configure earning and redemption rules |
| Topic 6: Points and Rewards Management | 20% | - Implement point expiration and adjustment rules - Process point transactions (earning, redeeming, adjusting) - Manage loyalty currency (points) operations - Configure reward types and catalogs |
Question 1
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. Grant access to the correct business unit
D. API access
Question 2
An Administrator needs to analyze the performance of the Loyalty Program.
What Loyalty Analytics permission does a System Administrator need to set up and customize?
A. CLAAnalytics Base Admin
B. CRM Analytics User
C. Loyalty Analytics User
D. Data Pipeline User
Question 3
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. Data Pipelines Base User
B. CLAAnalytics Base Admin
C. Loyalty Management
D. CLAAnalytics Base User
Question 4
Universal Container (UC) is developing a points-based Loyalty Program after the last accrual transaction.
How can the Salesforce Administrator set up this expiration model?
A. Set up Expire Fixed Non-Qualifying Points
B. Set up Expire Activity Based Qualifying Points
C. Set up Reset Qualyfing Points
D. Set up Expire Activity Based Non-Qualifying Points
Question 5
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?
A. Name, Partnership Start Data, Billing Type, Status, Type
D, Name, Partnership Start Data, Industry, Status, Type
B. Name, Partnership Start Data, Industry, Status, Billing Type
C. Name, Program, Program Partnership Category, Type, Billing Type
Solutions:
| Question 1 Answer: C,D | Question 2 Answer: C | Question 3 Answer: C | Question 4 Answer: D | Question 5 Answer: C |
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