Practice Test Geeks(SLM) Salesforce Loyalty Management Certification Practice Test
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Program Rules 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 Program Rules flashcards as text

  1. A loyalty administrator needs to restrict an accrual rule so it fires no more than once per member per calendar month. Which approach best achieves this?

    Answer: Use Rule Limit with a monthly reset period

    Rule Limit with a monthly reset period caps how many times the rule can fire per member within a rolling or calendar month window.

  2. Which statement correctly describes the difference between a 'Fixed Points' and a 'Percentage-Based' accrual rule in Salesforce Loyalty Management?

    Answer: Fixed Points awards the same amount regardless of transaction size; Percentage-Based scales with the transaction value

    A Fixed Points rule awards a set number regardless of how much was spent, while a Percentage-Based rule awards points proportional to the transaction value.

  3. A rule should only trigger when the transaction's total exceeds $100. Where is this spending threshold defined within the rule configuration?

    Answer: Rule Condition > Transaction Amount filter

    A Rule Condition on the Transaction Amount field with a 'greater than' operator enforces a minimum spend threshold for the rule to fire.

  4. An admin creates two accrual rules with the same priority for overlapping conditions. What is the most likely outcome?

    Answer: Both rules fire and points from each are awarded

    When multiple rules have the same priority and both conditions match, all matching rules execute and their respective point awards are combined.

  5. Which object relationship connects a Program Rule to the specific Loyalty Program it belongs to in the Salesforce data model?

    Answer: Program Rule has a Master-Detail relationship to Loyalty Program

    Program Rules are children of a Loyalty Program via a Master-Detail relationship, ensuring rules are always scoped to their parent program.

  6. A business wants to award points for non-purchase activities like writing a review. Which rule type in Salesforce Loyalty Management supports this?

    Answer: Engagement Accrual Rule

    Engagement Accrual Rules are designed to reward members for non-purchase activities such as reviews, social shares, or profile completion.

  7. After a loyalty program goes live, an admin needs to change the point value on an active accrual rule. What is the recommended best practice?

    Answer: Deactivate the existing rule, create a new rule with the updated value and a future effective date, then activate it

    Deactivating the old rule and creating a new one with a future start date ensures clean audit trails and avoids retroactive point adjustments.