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Customer Data Management and Segmentation Flashcards

7 cards from real SLM practice questions. Tap to flip, then mark Knew It or Still Learning โ€” missed cards come back until you master them.

Read the first 7 Customer Data Management and Segmentation flashcards as text
  1. In Salesforce Data Cloud, what is the role of 'Data Stream' when integrating customer data for loyalty segmentation?

    Answer: It ingests and maps external data into Data Cloud objects

    A Data Stream in Data Cloud is the configured pipeline that ingests data from a source connector and maps it to Data Cloud schema objects.

  2. A loyalty admin needs to create a segment of Gold-tier members who have opted into email marketing. Which two objects would supply the required data fields?

    Answer: Loyalty Program Member and Contact

    Loyalty Program Member provides the tier information, while Contact holds the email opt-in preference for the member.

  3. What is 'Qualifying Points' (QP) in Salesforce Loyalty Management?

    Answer: Points that count toward tier status but are not redeemable

    Qualifying Points accumulate to determine a member's eligibility for tier upgrades but cannot be used for redemptions.

  4. A data architect wants to ensure that customer records from a new retail acquisition are correctly linked to existing loyalty profiles. Which Data Cloud capability handles this?

    Answer: Identity Resolution Ruleset

    An Identity Resolution Ruleset defines the matching and reconciliation rules that merge incoming records with existing unified profiles.

  5. In a loyalty program, a 'Tier Group' is best described as:

    Answer: A grouping of tier definitions within a loyalty program

    A Tier Group organizes the set of tiers (e.g., Silver, Gold, Platinum) that define the hierarchy within a loyalty program.

  6. Which Salesforce Loyalty Management feature allows businesses to assign different earning rules to specific customer segments or member tiers?

    Answer: Promotion with Eligibility Rules

    Promotions with Eligibility Rules let admins restrict who qualifies for specific earning or bonus rules based on tier, segment, or other criteria.

  7. When a customer enrolls in a loyalty program via a mobile app, which field on the Loyalty Program Member record captures the enrollment source?

    Answer: Enrollment Channel

    The Enrollment Channel field records how and where a member joined the program, such as a mobile app, web, or in-store.