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| Section | Weight | Objectives |
|---|---|---|
| Strategies and Design | 16% | - Define points, benefits, and redemption processes - Design promotion lifecycle and engagement strategies - Design loyalty program architecture and data model - Assess business requirements and define loyalty solution - Apply implementation best practices |
| Integration | 22% | - Integrate with Service Cloud - Integrate with Commerce Cloud - Integrate with Salesforce CDP - Integrate with Marketing Cloud - Connect to external systems using APIs |
| Loyalty Program and Process Configuration | 52% | - Configure foundational program settings - Define incentives, experiential rewards, and vouchers - Set up tier models, qualification, and progression - Configure partner management and collaboration - Manage member enrollment, profiles, and preferences - Configure permissions and security model - Set up currencies, points, and transaction processing |
| On-Going Loyalty Management | 10% | - Configure analytics, dashboards, and reporting - Monitor program performance and optimize - Manage program updates and enhancements |
1. 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?
A) Search Salesforce AppExchange for Loyalty Analytics apps.
B) Enable CRM Analytics and create a Loyalty app.
C) Modify the Marketing user profile to include permission to run reports.
D) Create a permission set to run reports and assign it to marketing users.
2. 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, Program, Program Partnership Category, Type, Billing Type
B) Name, Partnership Start Data, Billing Type, Status, Type
D, Name, Partnership Start Data, Industry, Status, Type
C) Name, Partnership Start Data, Industry, Status, Billing Type
3. 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 permission sets for analytics for Loyalty.
B) Assign user access to the analytics for Loyalty role.
C) Assign access by checking CRM Analytics plus user
D) Assign the user the analytics profile for analytics for Loyalty.
4. A retailer of sports clothing and accessories is currently looking to roll out a Loyalty Program for its customers and sets up a Loyalty Program using Salesforce Loyalty Management. The retailer has decided to implement four-tier groups that will be associated with the program.
What are the three necessary attributes that need to be defined when setting up tier groups?
A) Tier Model
B) Qualifying period
C) Non-Qualifying Period
D) Tier Period
E) Fixed Tier Model
5. Universal Containers (UC) plans to implement Salesforce Loyalty Management for a new Loyalty program; however, its operations team remains skeptical about the Loyalty solutions, such as rules, processes, and benefit types.
Which option should UC consider when planning its implementation to ensure staff is helping to boost adoption and engagement?
A) Define a company-wide initiative, including an operations team.
B) Describe the initiative to the Chief Marketing Officer team for their approval
C) Define a strategy led by marketing and involving the finance team.
D) Define a strategy led by marketing and involving the analytics team.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: A | Question # 3 Answer: A,B | Question # 4 Answer: A,B,D | Question # 5 Answer: A |
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