Practice Test Geeks(SLM) Salesforce Loyalty Management Certification Practice Test
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Program Configuration Flashcards

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Read the first 7 Program Configuration flashcards as text

  1. In Salesforce Loyalty Management, which setup step must be completed before a Loyalty Program Process can execute accrual rules?

    Answer: Activate the Loyalty Program and deploy the associated Process

    Both the Loyalty Program record and its associated Loyalty Program Process must be set to Active status before accrual rules can execute.

  2. What distinguishes a 'Loyalty Program Member' record from a standard Contact in Salesforce Loyalty Management?

    Answer: A Loyalty Program Member is a junction object linking a Contact to a specific Loyalty Program

    The Loyalty Program Member is a junction record that associates an individual Contact (or Account) with a specific Loyalty Program and tracks their enrollment details.

  3. An admin configures a loyalty program with three tiers: Silver, Gold, and Platinum. Which record type groups these tiers together for evaluation purposes?

    Answer: Member Tier Group

    A Member Tier Group is the container that holds a ranked set of tiers and defines shared rules like qualifying period and demotion logic.

  4. A Loyalty Management admin needs to allow members to redeem points for a specific partner's gift card. What configuration is required?

    Answer: Create a Loyalty Reward linked to the partner, then associate it with a Redemption Rule

    A Loyalty Reward record represents the redeemable item (e.g., gift card), and a Redemption Rule defines the point cost and eligibility conditions for redeeming it.

  5. Which field on the Transaction Journal record determines whether the journal entry should trigger point accrual, point redemption, or tier evaluation?

    Answer: Transaction Type

    The Transaction Type field on the Transaction Journal (e.g., Purchase, Return, Redemption) determines which program process rules are applied to that entry.

  6. When configuring a loyalty program for a B2B scenario, which object is used as the member entity instead of a Contact?

    Answer: Account

    In B2B loyalty configurations, the Account object serves as the member entity, allowing businesses (rather than individuals) to accrue and redeem points.

  7. An admin wants to award bonus points when a member completes their profile for the first time. Which Loyalty Management tool is most appropriate?

    Answer: A Loyalty Program Process with an Engagement Activity rule

    An Engagement Activity rule within a Loyalty Program Process can be configured to detect non-purchase events (like profile completion) and award bonus points.