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Salesforce Salesforce-Loyalty-Management Exam Syllabus Topics:

Topic	Details
Topic 1	Loyalty Program and Process Configuration: This section focuses on configuring the foundational and advanced features of Loyalty Programs. Salesforce Partners learn to configure tier models, member and partner management, customer incentives, and experiential features in this topic. Sub-topics also include defining promotions, eligibility rules, and personalized Loyalty pages using Experience Cloud templates. Configuring complex processing rules, user access models, and analytics dashboards equips Salesforce Partners with the expertise to deliver scalable, customer-centric Loyalty solutions.
Topic 2	Integration: Integration is crucial for a seamless Loyalty Management experience. In this topic, Salesforce Partners determine strategies for integrating Marketing Cloud, Commerce Cloud, Service Cloud, Salesforce CDP, and external systems using API templates and endpoints.
Topic 3	Strategies and Design: Salesforce Partners learn how Loyalty Management aligns with customers' business needs, processes, data requirements, and program parameters. This section includes identifying the appropriate Loyalty architecture, defining points and redemptions processes, benefits types, and the promotion lifecycle. Best practices for implementing Loyalty Management are also covered, ensuring practical application to real-world scenarios.
Topic 4	On-Going Loyalty Management: This section equips Salesforce Partners to sustain and optimize Loyalty solutions post-implementation. The topic includes leveraging analytics and dashboards, transitioning from sandbox to production, managing Loyalty campaigns, utilizing mobile app features, and resolving service-related issues.

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Salesforce Loyalty Management Accredited Professional Exam Sample Questions (Q63-Q68):

NEW QUESTION # 63
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?

A. Name, Partnership Start Data, Billing Type, Status, Type
B. Name, Program, Program Partnership Category, Type, Billing Type
C. Name, Partnership Start Data, Industry, Status, Billing Type

Answer: B

Explanation:
D, Name, Partnership Start Data, Industry, Status, Type
Explanation:
When adding a program partner in Salesforce Loyalty Management, the required fields include:
Name, Program, Program Partnership Category, Type, Billing Type (B): This combination of fields ensures that a program partner is properly defined and categorized within the Loyalty Management system.
Name: Identifies the partner within the loyalty program.
Program: Links the partner to a specific loyalty program.
Program Partnership Category: Categorizes the partner according to the nature of the partnership (e.g., accrual, redemption).
Type: Defines the nature of the partnership, such as whether the partner is involved in point accrual, redemption, or both.
Billing Type: Specifies how the partner is billed, which could be related to transaction fees, membership fees, or other financial arrangements.
Options A, C, and D include fields like "Partnership Start Data," "Industry," and "Status," which, while important, are not the core required fields for initially setting up a program partner in Salesforce Loyalty Management.
Salesforce Loyalty Management documentation provides comprehensive details on setting up program partners, including the required fields and best practices for managing partnerships to enhance member engagement and program value.

NEW QUESTION # 64
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?

A. Assign the existing Loyalty Member Portal to the new Loyalty Program too.
B. Use existing Experience Cloud components to handle the same design and functionalities.
C. Create new Experience Cloud Components for the new Loyalty Member Portal.
D. Create a new Loyalty Member Portal and assign it to the new Loyalty Program.

Answer: B,D

Explanation:
When implementing a new Loyalty Program while retaining the design and functionalities of an existing Loyalty Member Portal built with the Loyalty Experience Cloud template, Universal Containers should consider:
Option B: Utilizing existing Experience Cloud components to ensure consistency in design and functionality. This approach leverages the reusable nature of Experience Cloud components, allowing for efficient replication of the portal's look and feel without the need for extensive redevelopment.
Option D: Creating a new Loyalty Member Portal specifically for the new Loyalty Program. This ensures that the new program has a dedicated portal tailored to its unique requirements while maintaining the desired design and functionalities. This approach allows for customization and scalability, accommodating any program-specific features or requirements.

NEW QUESTION # 65
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?

A. Create a record triggered flow using Journal Type. Journal SubType, Transaction Journal. Credit Points action and Issue Voucher action
B. Create an autolaunched flow using Journal Type. Journal SubType, Transaction Journal, Credit Points ° action, and Issue Voucher action
C. Create a record triggered flow using Journal Type, Journal SubType, Transaction Journal, and Process O Member Benefit Action
D. Create an autolaunched flow using Transaction Journal, Loyalty Ledger, and Get Loyalty Promotions for Transactions

Answer: A

Explanation:
To award new members with a 10% discount and 100 points upon sign-up, the Program Administrator should:
B: Create a record-triggered flow using Journal Type, Journal SubType, Transaction Journal, Credit Points action, and Issue Voucher action. This flow will automate the process of crediting points and issuing discount vouchers to new members as part of the promotion.

NEW QUESTION # 66
A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app.
Which two statement correctly describes how to grant proper access on the user details page

A. Assign user access to the analytics for Loyalty role.
B. Assign user access to permission sets for analytics for Loyalty.
C. Assign the user the analytics profile for analytics for Loyalty.
D. Assign access by checking CRM Analytics plus user

Answer: A,B

Explanation:
To enable users to access a new analytics app, it's crucial to assign them the appropriate roles and permission sets. Assigning user access to the analytics for Loyalty role ensures that users are granted the necessary permissions to view and interact with the Loyalty analytics content. This role is designed to encompass the permissions required for accessing and analyzing Loyalty-specific data.
Additionally, assigning user access to permission sets for analytics for Loyalty is an effective way to provide access. Permission sets offer a flexible and granular approach to managing user permissions, allowing Administrators to specify the exact capabilities each user should have within the analytics app. This method ensures that users have access to the appropriate analytics tools and data relevant to their roles and responsibilities within the Loyalty program.

NEW QUESTION # 67
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?

A. That the promotion has been created with the characteristics, correct dates, and the associated Voucher Definition.
B. That the flow is active and has been created to apply the promotion.
C. That the promotion has specified the Current Liability Amount.
D. That the member is a campaign member of the promotion campaign.

Answer: A,B

Explanation:
To address the issue of missing promotion vouchers for members who purchased coats, the Loyalty Administrator should review:
A: Ensure the promotion has been accurately created with the right characteristics and dates, and that the Voucher Definition is correctly associated. This verifies that the promotion is set up to trigger the desired rewards (hat and gloves) for qualifying purchases (coat).
C: Confirm that the flow intended to apply the promotion is active and properly configured. This flow is responsible for detecting qualifying transactions and applying the voucher to the member's account.

NEW QUESTION # 68
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