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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Member Management | 20% | - Create and manage loyalty program members - Implement member lifecycle stages - Manage member enrollment and registration - Configure member tiers and benefits |
| Topic 2: Loyalty Management Fundamentals | 15% | - Describe the core concepts of loyalty management - Explain loyalty program types and structures - Identify key business outcomes loyalty management drives |
| Topic 3: Points and Rewards Management | 20% | - Configure reward types and catalogs - Process point transactions (earning, redeeming, adjusting) - Manage loyalty currency (points) operations - Implement point expiration and adjustment rules |
| Topic 4: Partner Management | 10% | - Set up partner earning and redemption rules - Manage partner program participation - Configure loyalty partners and relationships |
| Topic 5: Loyalty Program Configuration | 25% | - Set up loyalty programs, rules, and promotions - Design tier structures and qualification criteria - Implement program mechanics and journey milestones - Configure earning and redemption rules |
| Topic 6: Analytics and Reporting | 10% | - Monitor loyalty metrics and KPIs - Analyze member engagement and program performance - Use Loyalty Management reporting features |
1. 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 Type for each case.
C) Create a Journal Subtype for each case.
D) Create a custom field on transaction journal object
2. What is the most efficient way to automatically reset qualifying points for high volume Loyalty Programs?
A) Develop an Apex Time Trigger to scan all Member Currencies and reset Qualifying points every time a reset period has expire
B) Use the out-of-the-box 'Reset Qualifying Points" data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.
C) 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
D) The reset period is defined at the Tier Group level; Loyalty Management will automatically process it every night to ensure efficient point calculation
3. A sports clothing and accessories retailer is setting up a new Loyalty program. The company wants an effective way to create urgency in its Loyalty program members to return to purchase and redeem their points within a specified period. The entire points balance expires if a member's last activity, including any purchase or points redemption, reaches 18 months.
What steps should a Loyalty Consultant follow to meet the retailer's requirement when implementing the new Loyalty program?
A) Set up a Qualifying Points currency and apply the expiration model 'Activity Model'
B) Set up a Qualifying Points currency and apply the expiration model 'Fixed Model'
C) Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'
D) Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'
4. The existing Loyalty Program would need to have its "members-record" transferred from an SQL database into a new Salesforce Loyalty Management org, where its members' records are kept within a data table named
"tbl_Member" with the following data contents:
* the program member's personal particular and contact information
* member's current-tier value
* member's tier-points
Which object combinations should be used for data migration of the source's member records into the Loyalty Member org?
A) "LoyaltyProgramMember", "LoyaltyTier", "LoyaltyMemberCurrency". 'Contact" and "Account" Object.
B) "LoyaltyProgramMember". "LoyaltyMemberTier", "LoyaltyMemberCurrency". "Contact" and
"Account" Object.
C) "LoyaltyProgramMember', "LoyaltyTier". "LoyaltyProgramCurrency". "Contact" and "Account" Object.
D) "LoyaltyProgramMember", "LoyaltyMemberTier", "LoyaltyProgamCurrency". "Account" Object.
5. A Consultant needs to set up a new tier-point reset process for a new Loyalty Program, where the data-processing engine (DE) configuration is required.
How should the Consultant set up the data-processing engine with the least configuration effort?
A) Create a copy of the expire fixed non-qualifying points DPE template.
B) Create a new data-processing engine from scratch / by first principle.
C) Create a copy of the expire activity based non-qualifying points DPE template.
D) Create a copy of the reset qualifying points DPE template.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: B | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: D |
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