Practice Test Geeks(SLM) Salesforce Loyalty Management Certification Practice Test
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Customer Data Management and Segmentation Flashcards

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  1. In Salesforce Loyalty Management, which object is primarily used to store a member's accumulated points balance?

    Answer: Loyalty Member Currency

    The Loyalty Member Currency object tracks a member's balance for each currency (e.g., points) within a loyalty program.

  2. A retailer wants to segment customers who have made at least 5 purchases in the last 90 days. Which Salesforce tool is best suited for building this dynamic segment?

    Answer: Segment Builder in Data Cloud

    Segment Builder in Salesforce Data Cloud allows marketers to create dynamic, criteria-based audience segments using unified customer profiles.

  3. What is the purpose of the 'Loyalty Program' object's 'Program Currency' field in Salesforce Loyalty Management?

    Answer: It specifies the type of points or miles members can earn and redeem

    Program Currency defines the unit of value (like points or miles) that members accumulate and redeem within a loyalty program.

  4. When configuring member segmentation for a loyalty program, which field on the Loyalty Program Member record indicates a member's current status level?

    Answer: Member Tier

    The Member Tier field on the Loyalty Program Member record reflects the member's current tier assignment within a tier group.

  5. A company wants to unify online and in-store customer data for loyalty segmentation. Which Salesforce feature consolidates data from multiple sources into a single customer profile?

    Answer: Data Cloud Identity Resolution

    Data Cloud Identity Resolution merges data from multiple sources by matching on identifiers to create a unified Individual profile.

  6. In Salesforce Loyalty Management, what does the 'Transaction Journal' object primarily capture?

    Answer: All point accrual and redemption activities

    The Transaction Journal records every accrual, redemption, and adjustment of loyalty currency for audit and processing purposes.

  7. Which attribute of a loyalty segment would you use to target members who joined more than two years ago but have not made a purchase in 12 months?

    Answer: Member Since Date and Last Transaction Date

    Combining Member Since Date (for tenure) and Last Transaction Date (for recency) identifies long-tenured but lapsed members.