Gestión de Lealtad

The Member Services team wants to view the information of a members 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.

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.

Cloud kicks wants to identify specific tier members to be used for a journey within Marketing Cloud. The company wants to encourage Loyalty Tier B customers to become Loyalty Tier A customers. What objects must be synchronized into Marketing Cloud to achieve the segmentation for this audience. Contact, Account and Opportunity. Contact, Member Rewards Tier, Loyalty Member Tier and Campaign. Voucher Definition, Products and Loyalty Member Tier. Contact Loyalty Program Member and Loyalty Member Tier.

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.

Universal Container sells sports shoes through on eCommerce system. The Loyalty Program Members earn points in real-time with every purchase made. How can this be built into Salesforce?. Download an app from the AppExchange to connect Salesforce and the external system. Create customer web service with Order Object. Create an schedule process to call the external system. Create with the external system to create Transaction Journals.

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.

What two fields are attributed to a Loyalty Program entity in the Salesforce Customer Data Platform?. Created Date. Last Modified Date. Current Member Count. Reporting Enabled (Boolean).

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?. Create custom objects in Loyalty. Create a Connected App in Platform. Create customer integration code. Create Data Processing jobs.

A Loyalty Program would like to set up a new process where a push notification or email will be sent to the client immediately after a voucher is added to their member account within Salesforce Marketing Cloud. The notification message will require the "first name" and the "membership number" to personalize the message and, a custom object named voucher issued with the necessary data attributes. Which option for the entry event should be selected as the preferred implementation approach that can meet the requirements with the least amount of development effort?. Data extension that receives the new voucher-disbursement records that contains the Member's "first name" and the "membership number" as the attributes. Event Source: "Salesforce Data" , > Source object: "VoucherDefinition" custom object , > Entry-Data: All attributes from the "VoucherDefinition" objects. Event Source: "Salesforce Data" , > Source object: "Voucher" , > Entry-Data: Attributes from the "Voucher" , "Contact" and "LoyaltyProgramMember" objects. Event Source: "Salesforce Data" , > Source object "VoucherDefinition" custom object , > Entry-Data: All attributes from the "VoucherDefinition" objects.

A Customer Support Manager noticed that the customers support teams performance decreased since the company rolled out the Loyalty Program. The customer Support Agents complain that finding information about the Loyalty Program Member takes a lot of the time. What is the standard solution to display the information regarding the Loyalty Program Member on the case detail page?. Create formula fields on Case Object. Create a Screen Flow. Embed Loyalty Member Profile Cards. Develop a custom component.

Universal Container have a points-based Loyalty Program and a B2C commerce website built with a Commerce Cloud solution; the clients orders are already synchronized with Loyalty Management. With the every purchase, Loyalty members will earn points. The Directory wants to have traceability of every order transaction on the Loyalty Management app. What does the Salesforce Administrator have to do?. Use standard Order Lookup on the Loyalty Ledger object. Create a custom text field in Transaction Journal object to save the order purchased by the client. Use the standard Order Lookup of the Transaction Journal Object. Create a custom Lookup field in Transaction Journal object to save the order purchased by the Loyalty member.

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. Use the out-of-the-box ˜Reset Qualifying Points data processing engine and trigger its execution. Create Schedule-Triggered Flow that to be executed every night This flow will scan the expired. Develop an Apex Time Trigger to scan all Member Currencies and reset Qualifying points every.

Universal container launched a Loyalty Program. The Salesforce Administrator to create a private portal for the Loyalty Program. What is the last step the Salesforce Administrator must complete?. Associate the Loyalty Program with the site. Activate the Experience Cloud site. Add the relevant Experience Cloud components to the pages. Create the Experience Cloud site.

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 vouchers 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 vouchers 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.

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, 2024. March 31 2024. December 31, 2023. March 16, 2020.

An administrator need to analyze the performance of the Loyalty Program. What Loyalty Analyze permission does a System Administrator need to set up a customized?. Loyalty Analytics User. CRM Analytics User. CLAAnalytics Base Admin. Data Pipeline User.

A total group wants to implement a Loyalty program that gives its members points based on the numbers of nights per stay each time members visit one of its hotels. Once a customer reaches 1000 points, members can redeem points with any hotel within the hotel group. The points can be converted to cover the cost of one nights stay on the next visit. The hotel group hopes this incentive will encourage its members to book more frequently, increasing revenue. Which type of currency should a Loyalty Consultant use to set up the Loyalty program to accomplish the hotel groups goals?. Qualifying Points. Tier Qualifying Points. Non-Qualifying and Qualifying Points. Non-Qualifying Points.

Which Loyalty Management Key Component should be used to quickly aggregate a high volume of data spread across many Loyalty Management objects?. Batch Management. Decision Table. Quick Actions. Data Processing Engine.

A large retail company wants to award its customers 500 points when they join the Loyalty Program. Which two configuration tasks below will be required to enable this type of award?. Create a Transaction Journal with an Activity type of ''Enrollment'' that needs to be created when the customer signs up to join the Loyalty Program. Create a Process rule that awards 500 points when the Activity Type = "Enrollment". Create a Loyalty Partner and associate one of the Partner's products that must be purchased to award the 500 points. Create a Benefit that adds 500 points when the new member reaches the Top Platinum Level Tier.

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.

A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app. Which two statement correctly describes hot to grant proper access on the user detail page?. Assign user access to the analytics for Loyalty role. Assign access by checking CRM analytics plus user. Assign user access to permission sets for analytics for Loyalty. Assign the user the analytics profile for analytics for Loyalty.

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.

A Loyalty member has achieved enough points for Gold tier status; however, the member reports some benefits are missing. What should the Administrator do to troubleshoot and correct the error?. Confirm the member is assign to the correct tier and that tier has benefits. Adjust points on the member record to trigger member benefits actions. Confirm the program and member are in an active status. Issue a promotion to the member of the mission benefits.

An airlines 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?. Create a custom field on Transaction Journal object. Create a custom field on Loyalty Ledger object. Create a Journal Type for each case. Create a Journal Subtype for each case.

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?. Extend Expiration = Member Enrollment Anniversary. Tier-model = Fixed. Tier-Model = Anniversary. Extend Expiration = No Extension.

A Loyalty Program has two existing partners, a snacks manufacture and a beverages importer. There are two new products that need to be directly associated with the respective partner products within the loyalty partner product section. The below products have been added to the system and are available under the product objects. Chocolate cookies, linked with product category snacks Green soda from beverage importer Which two steps should an Administrator take to fulfill task with the least effort?. Add the partner in the lookup on the snack product. Choose Category option and map the Chocolate cookies to the partner. Add the partner in the Lookup on the Chocolate cookie product. Choose Product option and map the green soda to the partner.

A customer from an airline Loyalty Program purchases a ticket, which will accrue qualifying and non-qualifying points according to the Loyalty Rules. Which two automations can be used to set up transactions and points accrual?. Evaluation Flow. Autolaunched Flow (No Trigger). Schedule-Triggered Flow. Screen Flow.

What three facts should the administrator consider when creating and managing member groups?. Groups are associate with tiers. Accrual type transactions associated with a group can be canceled. Qualifying points cant be transferred to a group. Vouchers can't be issued to groups. Promotions can't offered to groups.

An upset customer calls Universal Containers about the free t-shirt they were supposed to receive when enrolling in its program. The support agent verifies that the t-shirt is out of stock and decides to compensate the customer with a 50% discount valid for one year. What should the agent do to ensure the customer receives the 50% discount?. Use the issue Voucher flow template. Activate the voucher assignment batch. Use Issue voucher from the Loyalty Program Member page. Assign a voucher definition from the customers Loyalty Program Member.

In which two scenarios should an Administrator use member engagement attributes?. Member is eligible for Bonus days if the member constantly speeds more than $500 each month for a year. Member attends three trainings between March 1st and April 30th to get 200 bonus points. Member buys apparel online and gets 400 bonus points if the member belongs to Gold Tier only. Member enrolls in welcome aboard promotion for free surprise gift every quarter.

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

What three types of vouchers can be configured in Loyalty Management?. Promo Code. Discount Percentage. Fixed Value. Gift Card. Product or Service.

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).

An Administrator must configure a tier point reset for a Loyalty Program to occur once every two years. Which two setting does the Administrator need to consider in this scenario?. The Loyalty Tier Group field is populated. The Qualifying Point Reset Date, Period, and Frequency are set on the Tier Group. The Currency Type field must correspond to qualifying. The Currency Type field must correspond to non-qualifying.

Due to the point of Sales (POS) system limitations, the client purchases are sent every night to Loyalty Management as transactions. What are two benefits a program gets by using Batch Management in this context?. Tracks the status and health of batch jobs. Process large volumes of transactions. Load large volumes of external data coming from external systems. Process zip files full of Loyalty Transactions coming from point-of-sales systems.

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.

A company has recently rolled out a Loyalty Program in the production environment in the Monitor Workflow Services from Setup, the System Administrator noticed that all the Loyalty automations that have Data Processing Engine actions are failing, but the rest of the loyalty automations are working correctly. What is the root cause of this?. The Default Workflow User is missing the Data Pipelines Base User permission set license. The Default Workflow User is missing the CLAAnalytics Base User permission set license. The Default Workflow User is missing the Loyalty Management permission set license. The Default Workflow User is missing the CLAAnalytics Base User permission set license.

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.

A new promotion named "Summer Sales" within the Loyalty Program will introduce program members to the promotional campaign and send email communication to the qualified members via Marketing Cloud. Which the customer Data Platform (CDP) package available, which two options will need to be performed within the org to achieve the required action with minimal configuration effort in mind?. Create a custom report using "Salesforce reports". Create a new segment within CDP. Add the Segmented "Loyalty program members" to a new "Campaigns". "Add Segments" within the "Promotion Segments" section of the "Summer Sales" Promotion.

A company has recently rolled out a Loyalty Program. The customer support agents need to manually adjust the points for Loyalty Program Members. On which three Loyalty pages will customer support agents be able to adjust points?. Loyalty Program Member page. Loyalty Program Member Related List. Transaction Journal. Account page. Contact page.

A Loyalty Program Manager has proposed a new promotion with the following redemption requirements on their non-qualifying points for the two respective tiers. - for Gold-tier members, a single non-qualifying point is equal to $2 if the total purchase value is $200 or more. - for Gold-tier members, a single non-qualifying point is equal to $1 if the total purchase value is less than $200. - for Blue-tier members, a single non-qualifying point is equal to $1, irrespective of the total value of the purchase. Considering the above requirements, which three redemption rule options should be selected for the proposed promotion?. "Gold" tier member with the transaction amount is >= $200, then "Outcome": non-qualifying point deduction = transaction amount. "Gold" tier member with the transaction amount is >= $200, then "Outcome": non-qualifying point deduction = transaction amount / 2. "Blue" tier member with any transaction amount is <= $200, then "Outcome"; non-qualifying point deduction = transaction amount. "Blue" tier member with any transaction amount, then "Outcome": non-qualifying point deduction = transaction amount. "Gold" tier member with the transaction amount is >= $200, then "Outcome": tier-qualifying multiplier =2.

The VP of Loyalty at Northern Trail outfitters (NTO) Retailers has decided to implement a Loyalty program to increase customer spending and improve customer lifetime value. Which two features should be configured in Salesforce Loyalty Management?. Member Rewards and Benefits. Loyalty Segments. Loyalty Product Pricing. Loyalty Tiers.

While designing an experiential Loyalty Program, what are the two recommended objects to be used as a best practice to track what type of activity the member has with the program?. Loyalty Ledger & Transaction Journal. Loyalty Member Currency & Transaction Journal. Transaction Journal Type & Transaction Journal Subtype. Journal Type & Journal Subtype.

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.

Northern Trail, outfitters (NTO) needs to process tier assessment rules on its members 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.

Cloud Kicks has tasked its Loyalty Manager consultant with setting up its new Loyalty Management program. The business requirement is to provide its customer base, who are heavy mobile users with access to member program information. Using existing capabilities available in Loyalty Management, what should the consultant do to fulfill this business requirement?. Enable Experience Cloud and customize the Loyalty Member Portal. Create and implement a feature-rich Loyalty Member Mobile App. Install the Salesforce Loyalty Member Mobile App. Configure either Service Cloud or Sales Cloud to establish the customer mobile experience.

A company has recently rolled out a Loyalty Program with three tiers. The company decided to offer personalized benefits based on customer behavior. How will the personalized benefits be display for each Loyalty Program Member?. On the Loyalty Member Tier Benefit Related List, linked to Loyalty Program Member. On the Member Benefit Related List, linked to Loyalty Program Member. On the Transaction Journal Related List, Linked to Loyalty Program Member. On the Voucher Related List, linked to Loyalty Program member.

In order to view the information pertaining to a members 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 answers. Incorporate the Member Summary Embedded Dashboard on the Contact record. Incorporate the Member Service Manager Home Dashboard on the Contact record. Incorporate the Transaction Journals related list on the Contact record. Incorporate the View Member Profile component on the Contact record.

What are the three essential steps to establish a Loyalty promotion with Salesforce CDP and Marketing Cloud? Select three answers. Transmit Loyalty Promotion Segments to Marketing Cloud. Automatically Generate a New Individual Relationship. Activate and Publish the Segment. Enable Connector Settings on all the Loyalty Objects. Enable Service Connector for Promotion Escalations.

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.

Cloud Kicks has tasked its Loyalty Consultant with setting up its new Loyalty Management platform. The business requirement is to create personalized experiences across its customer journey. Which solution should the Loyalty Consultant utilize to create personalized customer experiences?. Salesforce Sales Cloud. Salesforce Marketing Cloud. Salesforce Slack. Salesforce Order Management System.

A company has decided to use Loyalty Management for customer retention, which will lead to increased revenue. Based on market research, the company decided to make the points available for its Loyalty Program Members after the return period of 14 days is over. What is the best solution to meet the company's business requirements?. Install App Exchange. Enable Pending Points. Enable Deferred Points. Enable Escrow Points.

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?. Send promotions at the right time to the right program members using Salesforce CDP's market segmentation capabilities. Define a transactional point-based program, in which one point is earn for every dollar spent. Create a Loyalty program tier with member benefits to keep customers engaged. Issue tickets to a concert to any Loyalty member that posts a product review on social media. Maintain a Loyalty solution on separate systems (Loyalty Management for accruals and an External Analytics system) to ensure data integrity.

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.

Northern Trail Outfitters an online clothing store has recently enabled the Loyalty Program. Which objects count toward data storage capacity?. Person Account, Orders, Loyalty Program Members, Transaction Journals. Person Account, Loyalty Ledgers, Cases, Loyalty Program Currency. Person Account, Email Messages, Transaction Journals, Loyalty Member Currency. Person Account, Loyalty Member Tier, Orders, Loyalty Program Members.

An IT Administrator has received a request from the Customer Service team to enable agents to view the Loyalty Program Member information on a Case record in Service Cloud. What steps should the Administrator take to configure this?. On the Case Page Layout, the Related Record component should be added with the 'First Lookup' selected as the 'Loyalty Program 0 Member'. On the Case Page Layout, the View Member Profile' component should be added and the required Related Lists from Loyalty Program Member should be selected. On the Case Page Layout, the Loyalty Program Member Related Lists are available and should be directly embedded to show the Loyalty information. On the Case Page Layout, the View Related Membership' action should be added to the Highlights panel and the Loyalty information to be displayed should be selected.

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?. User account must exist within the Loyalty Management org. Grant access to the correct business unit. Assign the permission set to the user account. API access.

How is Loyalty Management data, including Loyalty Program, Loyalty Tier, and Member Benefits made available in Salesforce CDP?. Configure Loyalty data in the CDP through S3 buckets (Cloud). Configure the Loyalty Data Accelerator Package. Ensure Loyalty data is enabled and mapped in the CDP daily. Configure Loyalty Management Bundle Data Mappings.

For the integration of Loyalty Management and Service Cloud, which two methods should a Technical Consultant use for associating a Loyalty Program Member with a Case?. Add the Loyalty Program Members' related list on the Case page layout. Add the 'Create Case' action on the Loyalty Program Member page layout. Add the 'Associate Program Member' action on Case page layout. Add the 'Cases' related list on the Loyalty Program Member page layout.

What are the three steps required to complete integration between Loyalty and B2C Commerce Cloud when using the reference cartridge?. Configure Loyalty Program preferences for B2C Commerce Site. Install Loyalty Management for B2C Commerce Package. Configure connected app named B2C Loyalty Connector. Configure connected app named B2C Commerce Loyalty Connector. Add Loyalty Management for Commerce Cartridge.

A Loyalty Manager wants to send an SMS to a member's mobile device after the member has made a purchase and their non-qualifying points have been increased. An integrated solution between Salesforce Loyalty Management and Salesforce Marketing Cloud is proposed to meet this business need. Which two Salesforce solutions are required to meet the business's needs?. Marketing Cloud Connect. Marketing Cloud MobileConnect. Marketing Cloud Personalization. Marketing Cloud Mobile Push.

A Consultant needs to design a new tier-upgrade process for a new Loyalty Program. The custom object to store the qualified members and a batch job is identified for this process. Which two components should the Consultant select for this process?. A flow to perform both tier-upgrade rule and tier-upgrade orchestration process. A flow to schedule and process the custom object's pending records and another flow to perform tier-upgrade orchestration process. A flow to perform the tier-upgrade rule and another flow to perform the tier-upgrade orchestration process. A data-processing-engine (DPE) to identify the qualified members.

What is the recommended approach to creating a large multi-country, multi-currency, and tier dependent Redemption Catalogue?. Create a Decision Tree using Flows with a leaf for every combination. Create a Loyalty Process with different rules to manage every combination. Create a Decision Table and define the Redemption Catalogue as business rules. Create an Apex Class and implement a Redemption Catalogue engine.

A retailer of sports clothing and accessories is currently looking to roll out a Loyalty Program for its customers and sets up a Loyalty Program using Salesforce Loyalty Management. The retailer has decided to implement four tier groups that will be associated with the program. What are the three necessary attributes that need to be defined when setting up tier groups?. Qualifying period. Fixed Tier Model. Tier Period. Tier Model. Non-Qualifying Period.

A hotel group has implemented a Loyalty Member Portal for its program members, but some members are experiencing issues accessing their Loyalty Program-specific records on the portal. What should an Administrator do to ensure the Loyalty members can access Loyalty record information when using the portal?. Ensure the Allow using standard external profiles for self-registration, user creation, and login' is enabled. For the Loyalty Member, 'Enable Customer User' on the Contact or "Enable Partner User' on the Account. Ensure the 'Allow using customer profiles for self-registration, user creation, and login' is enabled. Using Experience Cloud sharing sets, specify Account as the object of your sharing set. In the Partner Account record, 'Enable Customer User" on the Contact associated.

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.

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?. Set up Expire Activity Based Qualifying Points. Set up Expire Fixed Non-Qualifying Points. Set up Expire Activity Based Non-Qualifying Points. Set up Reset Qualyfing Points.

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?. Voucher Management and Benefit Action. Voucher Management and Benefits Setup. Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration. Voucher Management; Benefits Setup (in Program console); Benefit Action to process benefits.

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?. Loyalty Analytics User. CLAAnalytics Base Admin. Data Pipeline User. CRM Analytics User.

What is the correct implementation approach for an Administrator to target a promotion only for specific products?. Create a custom list on the promotion. Map products to promotion through an out-of-the-box Related List. Create product attributes in Promotion Setup. Add promotion to the lookup field on the product.

A Loyalty Manager would like to monitor members' tier history in the dashboards from Analytics Studio App. Which two fields need to be enabled in field history tracking in the Loyalty Member Tier object for this to be achieved?. Loyalty Tier Group. Change Reason Type. Loyalty Tier. Reason for Change.

When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?. Assign Analytics for Loyalty User Permissions. Create standard Salesforce reports and dashboard. Schedule dataflow for the analytics. Create an App using existing templates. Install CRM Analytics package.

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.

A company is designing a new Loyalty Program to reward its members based on purchases and shortterm 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?. Fixed Model and Activity Model. Non-Qualifying Points and Qualifying Points. Non-Qualifying Points and Activity Points. Fixed Model and Qualifying Points.

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?. Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'. Set up a Qualifying Points currency and apply the expiration model 'Activity Model'. Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'. Set up a Qualifying Points currency and apply the expiration model 'Fixed Model'.

Universal Containers implemented a Loyalty Program six months ago. The Loyalty Program Manager noticed a recent decrease in program efficiency. Now the Manager wants to incorporate a targeted strategy. Which two benefits should the Administrator expect as a result of running the strategy?. Personalized digital marketing. Transaction journey data is automatically archived. Customers are rewarded based on their tiers. Data-based segmentation strategy.

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.

A member reaches out to the Member Services team regarding points that have expired and requests to restore them. The Loyalty program has a fixed model expiration for non-qualifying points. How should the Member Services Agent restore the expired points and also set them to expire in the next two months?. Delete the transaction journal that expired the points and re-run the expiration Data Processing Engine job after two months. Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date. Edit the 'Credit' ledgers corresponding to the points that expired and extend the expiration date to two months from the current date. Edit the Loyalty Member Currency record to restore the Points Balance and set the 'NextExpirationDate' field to two months from the current date.

A new segment in Customer Data Platform (CDP) will be used for sending notification emails to members with the following requirements: - The mail is sent on the first day of the month to the members that will have their membership expire at the end of the same month, starting from the 1st of April to 30th of June. - member's expiry-date are standardized to the last day of the month. Which two configuration options below should be used for the new segment to fulfill this segmentation requirement?. In "Segment Property", set "Publish Schedule" to "Don't Refresh". In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute. In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date.

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?. CLAAnalytics Base User. Loyalty Management. Data Pipelines Base User. CLAAnalytics Base Admin.

A Loyalty Manager would like to set up an email-send process in Salesforce Marketing Cloud (SMC) that needs to inform the member via email immediately once a tier change has been applied. The company is using Marketing Cloud Connect. A solution was proposed to draft a design using a journey process to send the notification email and a new custom object named "Member TierUpdate_ c" that stores the members that are qualified for a tier upgrade. Which data source options within the journey should a Consultant use to fulfill this design?. "Salesforce Data" as the Entry Source, "Loyalty ProgramMember" object as the datasource. "Salesforce Data" as the Entry Source, "Contact" object as the data- source. "Data-Extension" as the Entry Source, "LoyaltyProgramTier". "Salesforce Data" as the Entry Source, "LoyaltyMember Tier".

How should a Loyalty Management consultant integrate Marketing Cloud with Loyalty Management in order to create journeys for promotions?. Use Marketing Cloud Server-Side JavaScript. Use Custom Apex code via a middleware ETL tool. Use Salesforce Customer Data Platform. Use Marketing Cloud Connect.

Using extensive Data Processing Engine jobs to modify Salesforce data at scale, which two limits should be monitored?. Record Storage Limits. Batch Limit in Bulk API. Data Pipeline Limits. Apex Governor Limits.

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?. Create a copy of the reset qualifying points DPE template. Create a copy of the expire fixed non-qualifying points DPE template. Create a new data-processing engine from scratch / by first principle. Create a copy of the expire activity based non-qualifying points DPE template.

What two ways could an Administrator configure a Promotion to target a specific audience?. This functionality does not exist in Salesforce Loyalty Management. Create a campaign for a promotion. Create member segments in a third-party tool. Create a segment in the Salesforce Customer Data Platform and associate the segment to the Associate the members to campaigns via Campaign Members. Link a promotion to a campaign and associate a segment to the campaign promotion.

Universal Containers (UC) has defined a points-based Loyalty Program, and the Loyalty members must receive an email with the point balance every time it is updated. What should the Salesforce Administrator set up to enable a real-time currency model?. Create a Flow to update the Points Balance field. Enable Real-Time Update of Qualifying Points Balance. Enable Real-Time Update of Non-Qualifying Points Balance. Non-Qualifying Points updates happen in real-time by default.

A sports clothing and accessories retailer has a strategic partnership with other businesses that provide sports equipment and outdoor sports experiences. This retailer wants its Loyalty program members to be able to redeem their points when shopping with its redemption partners. When creating a Loyalty Program partner record, how should an Administrator set up the partners in the Loyalty management application?. Set the program partner type to redemption > Activate > Define the accrual cost per unit. Set the program partner type to redemption > Activate > Define the redemption cost per unit. Set the program partner type to both > Activate > Define the accrual cost per unit. Set the program partner type to accrual > Activate > Define the redemption cost per unit.

Universal Containers (UC) has a Loyalty Program with a Loyalty Member Portal implemented using the Loyalty Experience Cloud template. UC is planning to launch a new Loyalty Program and wants to retain the same design and functionalities of the existing Loyalty Member Portal. Which two steps should UC consider during the implementation of the new Loyalty Program?. Assign the existing Loyalty Member Portal to the new Loyalty Program too. Use existing Experience Cloud components to handle the same design and functionalities. Create new Experience Cloud Components for the new Loyalty Member Portal. Create a new Loyalty Member Portal and assign it to the new Loyalty Program.

Which set of features should a Consultant check before setting up expanded partner management?. Growth license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies. Growth license, Prepaid Billing Type, Partner Transactions, Partner Conversion Factor O for Currencies. Advanced license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies. Advanced license, Partner Ledgers, Partner Transactions, Billing Type.

The Loyalty Program Manager at Northern Trail Outfitters (NTO) has defined a new Promotion in Salesforce Loyalty Management. NTO would like to communicate this new Promotion with its eligible members. Which two integrated Salesforce applications can facilitate this com. Salesforce Cloud Intelligence. Salesforce Field Service Lightning. Salesforce Customer Data Platform. Salesforce Marketing Cloud.

Cloud Kicks has been using Loyalty Management, Sales Cloud, and Service Cloud as part of its tech stack to manage its Loyalty Program. The marketing team is interested in implementing Salesforce Marketing Cloud, so Loyalty program members can be informed and engaged with personalized emails sent using Salesforce Marketing Cloud. Using the least development effort, how can the Loyalty Management Consultant accomplish the necessary integration between Salesforce Marketing Cloud and Loyalty Management platforms?. Install and configure Salesforce Marketing Cloud Contacts Connection. Design Datasets with Dataflows and the Dataset Builder. Create a connected app to integrate Salesforce Loyalty Management and Marketing Cloud via APIs. Install and configure Marketing Cloud Connect to integrate with Loyalty Management.

The VP of Loyalty Technology at ABC Corp. wants to launch a new Loyalty program with minimal development time. However, its current Loyalty engine requires several complex system integrations with its marketing and customer service platforms. A Technical Consultant is brought in to assess the company's business requirements and recommend a feasible solution to deliver the desired Loyalty program for its customers. Which two seamless integrations within the Salesforce ecosystem, does Salesforce Loyalty Management offer that can be easily enabled by the Technical Consultant to meet the customer's business requirement?. Salesforce Service Cloud. Third-party Customer Data Platform (CDP). Supplier and Partner Ecosystem. Salesforce Marketing Cloud.

The Management team at Cloud Kicks is required to analyze what earning activities are available in the Loyalty Program. What type of user access does the Management Team need to have this information visible in the reports?. Read, Edit access on Journal Type, Loyalty Member Promotions, and Loyalty Member Benefits Objects. Read. Create access on Journal Type, Loyalty Member Currencies, and Partner Products Objects. Read, View access on Journal Type, Partner Products, and Loyalty Ledgers Objects. Read, View All access on Journal Type, Journal Subtype, and Transaction Journal Objects.

Northern Trail Outfitters (NTO) has launched a new promotion, which gives a hat and a pair of gloves to each member of the Loyalty Program that bought a coat in winter. However, winter has arrived, and the reports are missing information about the voucher definition of hat and gloves associated with any existing voucher and have found that there are transactions that contain the coat product. Which two options should the Loyalty Administrator review to verify why the promotion vouchers associated with the members who have bought coats are missing?. That the promotion has been created with the characteristics, correct dates, and the associated Voucher Definition. That the promotion has specified the Current Liability Amount. That the flow is active and has been created to apply the promotion. That the member is a campaign member of the promotion campaign.

Northern Trail Outfitters, wants to implement its new Loyalty Program. The Chief Marketing Officer wants to offer the following benefits to customers: * Award points to the customer that can be redeemed for products in the store * Gamify customers that spend the most to receive exclusive benefits. What three elements should the Administrator configure?. Set up one qualifying currency and a non-qualifying currency. Set up one qualifying currency. Set up a tier system based on a cumulative spending value. Set up vouchers for specific products. Set up promotions.

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.

Universal Containers has created a new Loyalty Member Portal for a second Loyalty Program that they have recently launched. A member of the first program has enrolled in the second program and has decided to use the same login for both Loyalty Member Portals. The user cannot access the new Loyalty Member Portal. How can the Loyalty Administrator verify why the user cannot access the second Loyalty Member Portal?. Through Workspaces, check if the user profile has access to the new portal. Check if the user has been assigned the Sharing Set for the Second Loyalty Member Portal. Create a new user and new profile for the member.

A company has an existing Loyalty Program, and the marketing team wants to start awarding 10% discounts and 100 points to new members upon sign-up. What does the Program Administrator need to do for a new member to earn this promotion?. Create a record triggered flow using Journal Type, Journal SubType, Transaction Journal, and Process O Member Benefit Action. Create a record triggered flow using Journal Type. Journal SubType, Transaction Journal. Credit Points action and Issue Voucher action. Create an autolaunched flow using Transaction Journal, Loyalty Ledger, and Get Loyalty Promotions for Transactions. Create an autolaunched flow using Journal Type. Journal SubType, Transaction Journal, Credit Points action, and Issue Voucher action.

Universal Containers (UC) plans to implement Salesforce Loyalty Management for a new Loyalty program; however, its operations team remains skeptical about the Loyalty solutions, such as rules, processes, and benefit types. Which option should UC consider when planning its implementation to ensure staff is helping to boost adoption and engagement?. Describe the initiative to the Chief Marketing Officer team for their approval. Define a strategy led by marketing and involving the finance team. Define a strategy led by marketing and involving the analytics team. Define a company-wide initiative, including an operations team.

Ursa Major Solar has recently rolled out its Loyalty Program. The customer support agents need access to Loyalty Program Member's information. The System Administrator at Ursa Major Solar has placed the Loyalty Members Profile Cards on the Lightning Record Page, and all access is granted; however, it is still not visible on the page. What setting is missing and preventing the visibility of the pages?. Setup the Member Summary Embedded Dashboard. Setup the Member Preferences Embedded Dashboard. Setup the Loyalty Program as Primary. Setup the Member NPS Dashboard.

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?. "LoyaltyProgramMember', "LoyaltyTier". "LoyaltyProgramCurrency". "Contact" and "Account" Object. "LoyaltyProgramMember","LoyaltyMemberTier", "LoyaltyProgamCurrency". "Account" Object. "LoyaltyProgramMember","LoyaltyTier","LoyaltyMemberCurrency". 'Contact" and "Account" Object. "LoyaltyProgramMember"."LoyaltyMemberTier","LoyaltyMemberCurrency". "Contact" and "Account" Object.

A hotel group has finished setting up its Loyalty program and now wants to provide its Loyalty members with live updates about their program membership. They are looking for a solution that lets members view their membership details whenever they want to, and expect that this can be implemented without a need for complex customization. Using the available product features of Loyalty Management. Which three tasks should an Administrator implement to meet the Hotel group's requirements?. Associate the site with the new Hotel Group Loyalty Program using API integration endpoints. Associate the site with the new Hotel Group Loyalty Program. Connect the website to the hotel's payment gateway. Create a site using the Experience Cloud site template called the Loyalty Member Portal. Add Loyalty lightning components to the site that show members their Loyalty program details, points balance, recent transactions, and currently assigned tiers.