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 nonqualifying points.
How should the Member Services Agent restore the expired points and also set them to expire in the next two months?
A. Delete the transaction journal that expired the points and re-run the expiration Data Processing Engine job after two months
B. 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
C. Edit the 'Credit' ledgers corresponding to the points that expired and extend the expiration date to two months from the current date
D. Edit the Loyalty Member Currency record to restore the Points Balance and set the 'NextExpirationDate' field to two months from the current date
Explanation: To restore expired points for a member in a Loyalty program with a fixed
model expiration for non-qualifying points and set them to expire in the next two months, the Member Services Agent should:
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 (B): This action allows for the direct adjustment of the member's points balance, including the ability to specify a new expiration date for the credited points. It's a straightforward and effective way to restore expired points and set a new expiration date, aligning with the member's request.
Deleting the transaction journal that expired the points (option A), editing the 'Credit'ledgers (option C), or editing the Loyalty Member Currency record (option D) are not standard practices for restoring expired points and setting a new expiration date in Salesforce Loyalty Management.
Salesforce documentation on Loyalty Management would detail the process for adjusting points, including how to handle requests for restoring expired points and setting new expiration dates, ensuring member satisfaction and program integrity.
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?
A. Salesforce Sales Cloud
B. Salesforce Marketing Cloud
C. Salesforce Slack
D. Salesforce Order Management System
Explanation: To create personalized experiences across Cloud Kicks' customer journey,
the Loyalty Consultant should utilize Salesforce Marketing Cloud (B). Marketing Cloud provides a comprehensive suite of marketing tools designed to create personalized customer journeys, segment audiences, and deliver targeted content and communications. Leveraging Marketing Cloud's capabilities in conjunction with Loyalty Management allows for the creation of highly personalized and engaging experiences for loyalty program members, enhancing customer satisfaction and loyalty.
What three types of vouchers can be configured in Loyalty Management?
A. Promo Code
B. Discount Percentage
C. Fixed Value
D. Gift Card
E. Product or Service
Explanation: In Salesforce Loyalty Management, the types of vouchers that can be
configured include:
Promo Code (A): This voucher type allows members to redeem a code for a specific offer or discount, typically used in marketing promotions and online purchases.
Discount Percentage (B): This type of voucher provides a percentage-based discount on products or services, offering flexibility in creating varied promotional offers for loyalty program members.
Fixed Value (C): Fixed Value vouchers offer a specific monetary value that can be applied as a discount or credit towards purchases, providing a straightforward benefit to loyalty program members.
The option D, "Gift Card," and E, "Product or Service," while potentially part of a loyalty program's offerings, are not classified as voucher types within the standard configurations of Salesforce Loyalty Management. Vouchers are typically used for discounts or special offers rather than representing a stored monetary value or specific products/services. The Salesforce Loyalty Management documentation would include detailed information on configuring and managing different types of vouchers, ensuring that loyalty program administrators can effectively create and offer a variety of benefits to meet their program's goals and member needs.
Northern Trail, outfitters (NTO) needs to process tier assessment rules on its member’s 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?
A. CLA Analytics Base Admin
B. Data Pipelines Base User
C. Rule Engine Designer
D. Loyalty Analytics admin
Explanation: To enable the Data Processing Engine for processing tier assessment rules
on members' anniversary dates, the required permission set is:
Data Pipelines Base User (B): This permission set grants the necessary access to configure and manage Data Processing Engine definitions, allowing for the transformation of Salesforce data and the writing back of transformation results as new or updated records. This capability is crucial for automating tier assessments and other data-intensive processes within Salesforce Loyalty Management.
Options A (CLA Analytics Base Admin), C (Rule Engine Designer), and D (Loyalty Analytics Admin) do not specifically pertain to enabling the Data Processing Engine for tier assessment and other data processing tasks within Loyalty Management.
Salesforce documentation on Loyalty Management and Data Processing Engine would provide insights into the required permissions and best practices for setting up and managing data transformations and tier assessments within a loyalty program.
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 a Connected App in Platform
C. Create customer integration code
D. Create Data Processing jobs
Explanation: For Northern Trail Outfitters to display member information in its external
member portal, a crucial prerequisite is the creation of a Connected App in Salesforce Platform. This Connected App facilitates secure API access to Salesforce data, including Loyalty Management information, by providing an authentication and authorization framework.
By setting up a Connected App, Northern Trail Outfitters can establish a secure connection between its external member portal and Salesforce, enabling the retrieval of member information through Loyalty APIs. This setup ensures that the external portal can access up-to-date loyalty data, such as member points, tier status, and transaction history, in a secure and controlled manner, enhancing the member experience outside of Salesforce.
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?
A. Option A
B. Option B
C. Option C
D. Option D
Explanation: For the scenario described, where a loyalty program wants to send an immediate notification after a voucher is added to a member's account, the entry event in Salesforce Marketing Cloud needs to trigger off of the creation of a record in Salesforce that contains the necessary data attributes for personalization.
Option C is the most suitable choice because it specifies an entry event based on the "Voucher," "Contact," and "LoyaltyProgramMember" objects. This approach aligns with the requirements because it directly utilizes the "first name" from the Contact object and the "membership number" from the LoyaltyProgramMember object, which are necessary for personalizing the notification message.
Moreover, Option C would likely require the least amount of development effort because it leverages existing Salesforce data and related objects without the need for additional configuration or data extensions. In contrast, other options would require the setup of a data extension or custom objects that may not be directly tied to the triggering event, thereby increasing the complexity and development effort.
In Salesforce Marketing Cloud, Journey Builder is the tool that would be used to create this customer journey. It allows for the configuration of entry events based on data changes in Salesforce, such as the addition of a voucher to a member's account. The real-time nature of this trigger is essential for the immediate notification requirement.
According to Salesforce's official documentation, using Salesforce data as the entry source for a journey allows for real-time messaging based on record creation or updates. This means that as soon as a voucher record is created or updated in Salesforce, the entry event can trigger and begin the journey, which will send the personalized notification to the member.
In practice, setting up this entry event in Journey Builder would involve specifying the criteria for the trigger (in this case, the creation of a voucher) and mapping the necessary data fields for personalization. This is consistent with Salesforce's best practices for creating personalized, real-time customer engagements through Journey Builder. Salesforce's documentation on Journey Builder and real-time event triggers provides further details on how to configure these types of journeys and can be referred to for stepby- step guidance and the latest feature updates.
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?
A. Personalized digital marketing
B. Transaction journey data is automatically archived
C. Customers are rewarded based on their tiers
D. Data-based segmentation strategy
Which Loyalty Management Key Component should be used to quickly aggregate a high volume of data spread across many Loyalty Management objects?
A. Batch Management
B. Decision Table
C. Quick Actions
D. Data Processing Engine
Explanation: The Data Processing Engine is the key component in Salesforce Loyalty Management for quickly aggregating a high volume of data spread across many Loyalty Management objects. It is designed to efficiently process and manage large datasets, enabling the aggregation, analysis, and application of loyalty data across the platform. This capability is essential for handling the complex data structures and high transaction volumes typical of loyalty programs, ensuring accurate and up-to-date loyalty information.
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?
A. On the Loyalty Member Tier Benefit Related List, linked to Loyalty Program Member
B. On the Member Benefit Related List, linked to Loyalty Program Member
C. On the Transaction Journal Related List, Linked to Loyalty Program Member
D. On the Voucher Related List, linked to Loyalty Program member
Explanation: Personalized benefits for each Loyalty Program member can be displayed On the Member Benefit Related List, linked to Loyalty Program Member (B). This related list can be configured on the Loyalty Program Member page layout to show the specific benefits that a member is entitled to, based on their tier and personalized criteria. This setup allows for a clear and organized display of benefits, making it easy for members and administrators to understand the perks associated with each member's status.
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?
A. Custom coded solution
B. Salesforce Marketing Cloud
C. Salesforce Reports and Dashboards
D. Salesforce Customer Data Platform
Explanation: To set up Promotion Market Segments for members within a specific age range and with certain preferences, the recommended solution is:
D: Salesforce Customer Data Platform (CDP), which allows for the creation of detailed segments based on a wide range of criteria, including demographic data and expressed preferences.
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?
A. Read, Edit access on Journal Type, Loyalty Member Promotions, and Loyalty Member Benefits Objects
B. Read. Create access on Journal Type, Loyalty Member Currencies, and Partner Products Objects
C. Read, View access on Journal Type, Partner Products, and Loyalty Ledgers Objects
D. Read, View All access on Journal Type, Journal Subtype, and Transaction Journal Objects
Explanation: To analyze earning activities in the Loyalty Program, Cloud Kicks' Management team needs:
Option D: "Read, View All" access on the "Journal Type," "Journal Subtype," and "Transaction Journal" Objects. This level of access allows the management team to view comprehensive information about all types of transactions and activities within the Loyalty Program, including earning activities, enabling detailed analysis and reporting.
Reference: Salesforce Loyalty Management documentation on data access and security settings outlines the importance of appropriate access levels for different user roles to ensure they can view and analyze relevant data within the Loyalty Program.
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.
A. Contact, Account, and Opportunity
B. Contact, Member Rewards Tier, and Loyalty Member Tier and Campaign
C. Voucher Definition, products, and Loyalty Member Tier
D. Contact Loyalty Program Member, and Loyalty Member Tier
Explanation: To segment and identify specific tier members for a journey within Marketing Cloud, it's essential to synchronize the right objects from Salesforce to Marketing Cloud. Synchronizing the 'Contact' object ensures that the basic member information is available. The 'Loyalty Program Member' object provides detailed information about the member's involvement in the loyalty program, and the 'Loyalty Member Tier' object offers insights into the member's current tier status. This setup allows for precise targeting and personalization of marketing efforts aimed at encouraging Loyalty Tier B customers to ascend to Loyalty Tier A, thereby enhancing member engagement and program value.
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