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

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

Read the first 7 Member Management flashcards as text

  1. A member contacts support claiming their points from a purchase 60 days ago were never credited. What is the recommended first step for the support agent in Salesforce Loyalty Management?

    Answer: Search the Transaction Journal for the member's qualifying transactions in that date range

    The Transaction Journal is the authoritative audit log; searching it first determines whether the transaction was processed before taking corrective action.

  2. Which Salesforce Loyalty Management configuration determines the minimum number of qualifying points required to reach the Gold tier from Silver?

    Answer: Tier Threshold defined on the Tier record within the Tier Group

    The Tier Threshold is set directly on the Tier record inside a Tier Group and specifies the qualifying points needed to achieve or maintain that tier level.

  3. A member opts out of a loyalty program but regulations require their transaction history to be retained for 7 years. What is the correct approach in Salesforce Loyalty Management?

    Answer: Set the member status to 'Opted Out' and archive transaction records per data retention policy

    Setting status to 'Opted Out' stops future activity while preserving the Transaction Journal records needed for regulatory compliance without deletion.

  4. A luxury brand wants Platinum-tier members to receive a dedicated concierge phone line. How should this benefit be represented in Salesforce Loyalty Management?

    Answer: As a Member Benefit record associated with the Platinum Tier

    Non-transactional perks like a concierge line are modeled as Member Benefit records linked to the Platinum Tier, making them automatically available to qualifying members.

  5. What happens to a member's accrued non-qualifying points if their Loyalty Program Member record is set to 'Expired' status?

    Answer: Points balances are frozen and no further earning or redemption is permitted

    An Expired status freezes the member's point balances — no new earning or redemption is allowed — but the balances remain on record until explicitly zeroed out.

  6. A member earns points from a partner airline purchase. Which Loyalty Management object records the source of this partner-attributed transaction?

    Answer: Transaction Journal with a related Partner Account

    The Transaction Journal entry for a partner earn transaction includes a reference to the Partner Account (or Program Partner record), identifying the transaction's originating partner.

  7. A program has a 'Points Never Expire' policy for active members. A member has not made a qualifying transaction in 24 months. Under this policy, what occurs to their points?

    Answer: Points are retained indefinitely as long as the member status remains Active

    A 'Points Never Expire' policy overrides inactivity-based expiration, so an Active member's balance is preserved regardless of how long since their last transaction.