Practice Test Geeks(SLM) Salesforce Loyalty Management Certification Practice Test
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Member Management Flashcards

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Read the first 7 Member Management flashcards as text

  1. Which Salesforce object serves as the primary record linking a Contact to a Loyalty Program in Salesforce Loyalty Management?

    Answer: Loyalty Program Member

    The Loyalty Program Member object links a Contact or Account to a specific Loyalty Program and stores tier, points balance, and status.

  2. A loyalty administrator needs to prevent a member from earning points while a fraud investigation is underway. What is the correct action?

    Answer: Set the member's status to Inactive or Frozen

    Setting the member status to Inactive or Frozen suspends earning and redemption activities without permanently removing the member record.

  3. What does the 'Member Currency' record represent in Salesforce Loyalty Management?

    Answer: A member's balance of a specific loyalty currency such as points or miles

    Member Currency tracks the balance of a particular loyalty currency (e.g., points, miles) for a specific Loyalty Program Member.

  4. A company wants members to maintain their tier status for 12 months before it is re-evaluated. Which configuration controls this behavior?

    Answer: Tier Group Reset Period

    The Tier Group Reset Period defines how often qualifying points are reset and tier status is re-evaluated for members in that tier group.

  5. Which field on the Loyalty Program Member record stores the date when a member's current tier status expires?

    Answer: Qualifying Period End Date

    Qualifying Period End Date records when the current tier qualification window closes and the member's status will be reassessed.

  6. A member who joined via a B2B corporate account needs to accrue points to the parent company rather than personally. Which enrollment approach supports this?

    Answer: Enroll the Account directly as the Loyalty Program Member

    Salesforce Loyalty Management supports enrolling an Account (rather than a Contact) as a Loyalty Program Member to handle B2B loyalty scenarios.

  7. When a member is merged with a duplicate record in Salesforce, what is the recommended practice for their loyalty points balances?

    Answer: An administrator must manually reconcile and transfer points via a points adjustment transaction

    Loyalty points balances are not automatically merged; an admin must create a manual points adjustment to transfer the balance from the duplicate member to the surviving record.