Most Recent Salesforce-Loyalty-Management Exam Questions & Answers

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.

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.

Integrating Marketing Cloud Personalization with Loyalty Management serves the crucial business use case of offering real-time promotions to customers. This integration allows for the dynamic presentation of personalized offers and promotions to loyalty members based on their current interactions, preferences, and loyalty status. By leveraging real-time data and personalized content, businesses can enhance customer engagement, encourage repeat purchases, and foster a deeper connection with their brand, ultimately driving loyalty program success and customer satisfaction.

For integrating a custom object 'Member TierUpdate_c' with a journey in Salesforce Marketing Cloud for real-time tier change notifications, the correct data source option is:

Option D 'Salesforce Data' as the Entry Source, with the custom object 'Member TierUpdate_c' as the data source. This option allows for real-time triggering of journeys in Marketing Cloud based on updates to Salesforce records, in this case, the 'Member TierUpdate_c' object which tracks tier upgrades.

Options A and B do not correctly target the custom object designed to track tier changes.

Option C, using a 'Data-Extension,' would not provide the real-time integration needed for immediate email notifications upon tier changes.

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.