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Free Salesforce Salesforce-Loyalty-Management Exam Actual Questions
Question No. 1
Which two actions should an Administrator execute when a tier is changed manually?
When a tier is changed manually in Salesforce Loyalty Management, an Administrator should execute the following two actions:
Process Member Benefit Action (A): This action ensures that any benefits associated with the new tier are correctly processed and applied to the member. It's essential for maintaining the integrity of the loyalty program and ensuring members receive the appropriate benefits for their new tier.
Assign Member Tier Benefits Action (C): This action assigns the benefits specific to the newly assigned tier to the member. It's crucial for updating the member's benefits to align with their new tier status, ensuring they receive all entitlements associated with their new level.
Creating a scheduled job to perform the tier change (option B) and processing Transaction Journals batch job (option D) are not directly related to the manual tier change process. The focus should be on ensuring that member benefits are correctly assigned and processed in response to the tier change.
Salesforce documentation on Loyalty Management would provide detailed guidelines on managing tier changes, including the actions required to ensure member benefits are correctly updated.
Question No. 2
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?
When a support agent needs to compensate a customer with a 50% discount for an out-of-stock item, such as the free t-shirt in this scenario, the best course of action within Salesforce Loyalty Management is to use the 'Issue Voucher' flow template (A).
Use the ''Issue Voucher'' flow template: This flow template is designed to streamline the process of issuing vouchers directly to loyalty program members. It allows for the customization of the voucher's value, conditions, and validity, making it an ideal solution for offering a 50% discount valid for one year to the upset customer.
The options B, C, and D, such as activating the voucher assignment batch, issuing a voucher from the Loyalty Program Member page, or assigning a voucher definition from the customer's Loyalty Program Member page, are not as straightforward or appropriate for this specific customer service scenario. The 'Issue Voucher' flow template is explicitly designed for such cases, providing a guided, efficient, and customer-centric approach to voucher issuance.
The official Salesforce documentation on Loyalty Management provides detailed instructions and best practices on using flow templates, including the 'Issue Voucher' flow, to enhance customer experience and satisfaction within a loyalty program.
Question No. 3
The Member Services team wants to view the information of a member's recent transactions and manual adjustments on the Contact record.
What are the two recommendations that an IT Administrator should suggest?
To provide the Member Services team with the information they need directly on the Contact record, the IT Administrator can take two main actions. Firstly, embedding the 'Member Summary Embedded Dashboard' on the Contact record allows the team to have a visual and comprehensive overview of a member's loyalty activities, including recent transactions and adjustments, directly within the context of the contact. This dashboard is specifically designed to aggregate and display relevant loyalty information, making it a suitable tool for quick insights.
Secondly, adding the 'Transaction Journals' related list to the Contact record enables the team to view detailed entries of each transaction and manual adjustment made by or for the member. This related list provides granular data about each activity, allowing for a deeper analysis and understanding of the member's loyalty interactions.
These recommendations are based on best practices for Salesforce Loyalty Management, ensuring that the team has access to both summarized and detailed loyalty information within their usual workflows, enhancing efficiency and providing a holistic view of member activities.
Question No. 4
Which set of features should a Consultant check before setting up expanded partner management?
Before setting up expanded partner management in Salesforce Loyalty Management, a Consultant should verify the following features are available:
Option C: An 'Advanced' license, which typically provides a broader set of functionalities and capabilities within Salesforce applications, including Loyalty Management.
'PostPaid Billing Type,' indicating the billing arrangement with partners, which is relevant for managing financial transactions within the Loyalty Program.
'Partner Ledgers,' which are necessary for tracking financial transactions and point exchanges with partners.
'Partner Conversion Factor for Currencies,' enabling the management of loyalty points and currency conversion across different geographies and partner locations.
These features collectively support the expanded management of partner relationships within the Loyalty Program, including financial transactions, point conversions, and international operations.
Question No. 5
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
To communicate a new Promotion to eligible Loyalty Program members, Northern Trail Outfitters can utilize integrated Salesforce applications such as:
Option C: Salesforce Customer Data Platform (CDP), which allows for the aggregation and management of customer data, enabling targeted communication based on member attributes and behaviors.
Option D: Salesforce Marketing Cloud, which offers robust email marketing and customer engagement tools. By integrating Loyalty Management data with Marketing Cloud, NTO can create personalized and targeted email campaigns to inform members about new promotions.
