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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Strategies and Design | 16% | - Assess business requirements and define loyalty solution - Define points, benefits, and redemption processes - Apply implementation best practices - Design loyalty program architecture and data model - Design promotion lifecycle and engagement strategies |
| Topic 2: Loyalty Program and Process Configuration | 52% | - Configure partner management and collaboration - Manage member enrollment, profiles, and preferences - Set up currencies, points, and transaction processing - Set up tier models, qualification, and progression - Configure foundational program settings - Configure permissions and security model - Define incentives, experiential rewards, and vouchers |
| Topic 3: On-Going Loyalty Management | 10% | - Configure analytics, dashboards, and reporting - Manage program updates and enhancements - Monitor program performance and optimize |
| Topic 4: Integration | 22% | - Integrate with Service Cloud - Integrate with Commerce Cloud - Integrate with Salesforce CDP - Connect to external systems using APIs - Integrate with Marketing Cloud |
1. A Consultant needs to configure the Loyalty tier groups for a Loyalty Program with the following specifications:
Qualifying period is reset once a year on the 31st of March.
The member-tier is not extended upon expiration.
Which two settings within the Loyalty tier groups configuration should the Consultant configure to meet the required specifications?
A) Tier-model = anniversary
B) Tier-model = fixed
C) Extend Expiration = no extension
D) Extend Expiration = member enrollment anniversary
2. The Loyalty Administrator for Northern Trail Outfitters (NTO) defines Basic and Premium as the two Tiers for its Insider program. They want to define a free product sample for all members in Premium Tier.
How does NTO configure tiers within the Loyalty Program to give vouchers for members in the Premium Tier?
A) Voucher Management; Benefits Setup (in Program console); Benefit Action to process benefits
B) Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration
C) Voucher Management and Benefit Action
D) Voucher Management and Benefits Setup
3. Northern Trail Outfitters wants to show member information in its member portal hosted outside of Salesforce.
What is a prerequisite for using Loyalty APIs to fetch the member information?
A) Create custom objects in Loyalty
B) Create customer integration code
C) Create Data Processing jobs
D) Create a Connected App in Platform
4. 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 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 Benefit Type for the Summer sale campaign where the Benefit Type Name is standard and the Category type is Issue Voucher.
C) 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.
D) 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.
5. An airline's Loyalty program offers several ways to accrue points, including:
* Enrollment Bonus
* Member Referral
* Flight Purchase
* 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 Loyalty Ledger object
B) Create a Journal Subtype for each case.
C) Create a custom field on transaction journal object
D) Create a Journal Type for each case.
Solutions:
| Question # 1 Answer: B,C | Question # 2 Answer: B | Question # 3 Answer: D | Question # 4 Answer: A,D | Question # 5 Answer: D |
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