SLM Cheat Sheet 2026

The 30 highest-yield SLM facts, distilled from real exam questions. Print it, save it as a PDF, or study it here — free, no sign-up.

1. Which object stores the historical record of a member's point balance changes that feeds into analytics dashboards? → Transaction Journal
2. When configuring a Loyalty Program in Salesforce, which object serves as the top-level container that links all program components together? → Loyalty Program
3. An admin must ensure that only purchases above $50 qualify for point accrual. Where is this minimum spend threshold configured in Loyalty Management? → On the Accrual Rule record as a Minimum Transaction Amount condition
4. Which field on the Loyalty Member Currency record tracks the total points a member has accumulated that are still available for redemption? → Points Balance
5. Which type of Salesforce Flow is most suitable for processing a Loyalty redemption initiated from an Experience Cloud community page? → Screen Flow embedded in the Experience Cloud page
6. A luxury brand wants Platinum-tier members to receive a dedicated concierge phone line. How should this benefit be represented in Salesforce Loyalty Management? → As a Member Benefit record associated with the Platinum Tier
7. In Salesforce Loyalty Management, which object defines the individual levels (e.g., Silver, Gold, Platinum) within a loyalty program? → Loyalty Program Tier
8. Which Salesforce tool allows external systems to subscribe to Loyalty Management events in real time without polling? → Platform Events
9. Which Salesforce Data Cloud object type is used to store time-series behavioral data, such as a member's individual purchase events? → Engagement
10. An admin wants to award bonus points when a member completes their profile for the first time. Which Loyalty Management tool is most appropriate? → A Loyalty Program Process with an Engagement Activity rule
11. A Reward is configured with both a 'Points Required' value and a 'Cash Value' field. Which business scenario does this dual configuration support? → Points-plus-cash redemption where members pay part in points and part in money
12. A CRM Analytics dashboard for Loyalty Management shows a spike in point expirations in March. Which action should an analyst recommend first? → Investigate whether a bulk expiration rule triggered in that period
13. Which standard Loyalty Management report shows the effectiveness of a specific promotion by comparing enrolled vs. non-enrolled member spending? → Promotion Performance Report
14. What is customer segmentation? → Dividing customers into groups based on shared characteristics
15. A loyalty administrator needs to restrict an accrual rule so it fires no more than once per member per calendar month. Which approach best achieves this? → Use Rule Limit with a monthly reset period
16. Which Salesforce Loyalty Management feature allows two promotions with accrual rules to both apply to the same transaction? → Promotion Stackability
17. When setting up multiple Loyalty Currencies within a single program, which field on the currency record differentiates Qualifying Points from Redeemable Points? → Currency Type
18. What is marketing automation? → Using software to automate repetitive marketing tasks like emails and social posts
19. In Salesforce Loyalty Management, what does the 'Reward Type' value of 'Gift Card' enable compared to a standard Voucher? → Gift Cards carry a reloadable monetary balance; vouchers are single-use
20. Which report grouping strategy would help a loyalty analyst understand whether tier benefits are driving repeat purchase behavior? → Group by tier level and count of transactions per member
21. Which feature is used to define the points required for a customer to move from one tier to another in a loyalty program? → Tier points
22. A member's tier is upgraded mid-year. When does the new tier's benefit set become active by default? → Immediately upon tier upgrade
23. What action should you take if you want a customer to earn points based on specific behaviors like purchases or engagements in Salesforce Loyalty Management? → Set up a behavior-based point allocation rule
24. In Data Cloud, an 'Activation' is best described as: → Publishing a segment to an external destination like Marketing Cloud or an ad platform
25. In Loyalty Management, what is the role of the 'Activity Date' field on the Transaction Journal? → It records the date of the original customer activity that generated the transaction
26. In Salesforce Data Cloud, what is the role of 'Data Stream' when integrating customer data for loyalty segmentation? → It ingests and maps external data into Data Cloud objects
27. What is lead scoring? → Assigning numerical values to leads based on their likelihood to convert
28. What is the effect of setting a Reward's 'Is Active' field to FALSE while members still hold unredeemed Member Reward records for it? → Members can no longer initiate new redemptions, but existing Member Rewards remain valid
29. What is marketing automation? → Using software to automate repetitive marketing tasks like emails and social posts
30. Which Salesforce object should be included in a custom report type to analyze which Loyalty Rewards are most frequently redeemed? → Transaction Journal with Loyalty Reward