Salesforce Salesforce-Loyalty-Management Free Sample Exam Questions 2026

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Page: 1 / 10
Total Questions: 50

Questions & Answers PDF

• Question 1

  

  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

  Reveal Answer Answer: B, ,D Next Question

• Question 2

  

  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?

  • “Add Segments” within the “Promotion Segments” section of the “Summer Sales” Promotion
  • Add the Segmented “Loyalty program members” to a new “Campaigns”.
  • Create a custom report using “Salesforce reports”.
  • Create a new segment within CDP.

  Reveal Answer Answer: A, ,D Next Question

• Question 3

  

  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 customer’s Loyalty Program Member.

  Reveal Answer Answer: C Next Question

• Question 4

  

  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.

  Reveal Answer Answer: C Next Question

• Question 5

  

  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

  Reveal Answer Answer: A Next Question

• Question 6

  

  In order to view the information pertaining to a member’s 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

  • 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

  Reveal Answer Answer: A, ,D Next Question

• Question 7

  

  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.

  Reveal Answer Answer: A, ,B Next Question

• Question 8

  

  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?

  • 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

  Reveal Answer Answer: A, ,D Next Question

• Question 9

  

  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

  • 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.

  Reveal Answer Answer: C Next Question

• Question 10

  

  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 tier are defined =Silver (base), Golden (next tier), and Platinum (the highest tier) 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 or this member after the tier is upgraded to Gold?

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

  Reveal Answer Answer: C Next Question

Page: 1 / 10
Total Questions: 50

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