Program Configuration Flashcards
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Read the first 7 Program Configuration flashcards as text
A program administrator wants to configure a 'status points' system where points only drive tier status but cannot be redeemed. Which currency type should be used?
Answer: Qualifying Points
Qualifying Points are specifically designed to drive tier advancement and cannot be redeemed for rewards.
In Salesforce Loyalty Management, what happens to a member's qualifying points balance at the end of the Tier Qualifying Period if Rollover is not enabled?
Answer: They are reset to zero as the new qualifying period begins
Without rollover enabled, a member's qualifying point balance resets to zero at the start of each new Tier Qualifying Period.
An admin must ensure that only purchases above $50 qualify for point accrual. Where is this minimum spend threshold configured in Loyalty Management?
Answer: On the Accrual Rule record as a Minimum Transaction Amount condition
Accrual Rules support conditional logic including a Minimum Transaction Amount field that filters out qualifying events below a defined spend threshold.
Which Salesforce Loyalty Management object stores the cumulative point balance for an individual program member?
Answer: Member Currency
The Member Currency record holds the current point balance for each currency type associated with a specific Loyalty Program Member.
A loyalty program has two separate Tier Groups: one for individual consumers and one for corporate accounts. How does Salesforce Loyalty Management support this configuration?
Answer: By associating multiple Tier Groups with a single Loyalty Program and assigning members accordingly
A single Loyalty Program can have multiple Tier Groups, and each member is enrolled in the Tier Group appropriate to their segment.
When defining a Redemption Rule in Salesforce Loyalty Management, which field specifies how many points are deducted per unit of reward value?
Answer: Points Per Unit
The Points Per Unit field on the Redemption Rule defines the cost in points for each unit (e.g., each $1 gift card or one free item).
An admin wants members' tiers to be re-evaluated every quarter rather than annually. Which configuration controls evaluation frequency?
Answer: Update the Tier Qualifying Period Duration on the Member Tier Group to Quarterly
The Tier Qualifying Period Duration field on the Member Tier Group defines how frequently (e.g., monthly, quarterly, annually) tier thresholds are evaluated.