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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: On-Going Loyalty Management | 10% | - Configure analytics, dashboards, and reporting - Manage program updates and enhancements - Monitor program performance and optimize |
| Topic 2: Strategies and Design | 16% | - Apply implementation best practices - Assess business requirements and define loyalty solution - Design promotion lifecycle and engagement strategies - Design loyalty program architecture and data model - Define points, benefits, and redemption processes |
| Topic 3: Integration | 22% | - Connect to external systems using APIs - Integrate with Service Cloud - Integrate with Marketing Cloud - Integrate with Salesforce CDP - Integrate with Commerce Cloud |
| Topic 4: Loyalty Program and Process Configuration | 52% | - Configure partner management and collaboration - Set up currencies, points, and transaction processing - Configure permissions and security model - Configure foundational program settings - Manage member enrollment, profiles, and preferences - Set up tier models, qualification, and progression - Define incentives, experiential rewards, and vouchers |
1. Universal Containers (UC) plans to implement Loyalty Management and change its current strategy of giving benefits to all members equally. UC wants to use its Loyalty program to build a network of brand advocates-people who are willing to endorse the UC brand because of positive experiences.
Which three ways can Loyalty Management help to fulfill the new strategy?
A) Maintain a Loyalty solution on separate systems (Loyalty Management for accruals and an External Analytics system) to ensure data integrity
B) Issue tickets to a concert to any Loyalty member that posts a product review on social media
C) Create a Loyalty program tier with member benefits to keep customers engaged.
D) Send promotions at the right time to the right program members using Salesforce CDP's market segmentation capabilities
E) Define a transactional point-based program, in which one point is earn for every dollar spent
2. A company is designing a new Loyalty Program to reward its members based on purchases and short-term and long-term engagement with the program.
Which two types of currency does Salesforce Loyalty Management offer out-of-the-box that can be configured to accomplish the company's Loyalty Program objectives?
A) Fixed Model and Activity Model
B) Fixed Model and Qualifying Points
C) Non-Qualifying Points and Qualifying Points
D) Non-Qualifying Points and Activity Points
3. In order to view the information pertaining to a member's recent transactions and manual adjustments on the Contact record, what are the two suggestions that an IT Administrator should propose to the Member Services team? Select two
A) Incorporate the 'View Member Profile' component on the Contact record
B) Incorporate the 'Member Summary Embedded Dashboard' on the Contact record
C) Incorporate the Member Service Manager Home Dashboard on the Contact record
D) Incorporate the 'Transaction Journals' related list on the Contact record
4. 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 tier are defined =Silver (base), Golden (next tier), and Platinum (the highest tier) 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 or this member after the tier is upgraded to Gold?
A) December 31, 2023
B) March 31 2024
C) December 31, 2024
D) March 16, 2020.
5. 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?
A) Type: Fixed valued, Expiration Type: Period, Expiration Period: 90, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Checked
B) Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Unchecked
C) Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Checked
D) Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: UnChecked
Solutions:
| Question # 1 Answer: B,C,D | Question # 2 Answer: C | Question # 3 Answer: B,D | Question # 4 Answer: B | Question # 5 Answer: C |
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