Practice Test Geeks(SLM) Salesforce Loyalty Management Certification Practice Test
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Reporting and Analytics Flashcards

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  1. Which Salesforce tool allows loyalty managers to build custom dashboards without writing code to visualize member engagement trends?

    Answer: CRM Analytics (Tableau CRM)

    CRM Analytics (formerly Tableau CRM) provides no-code dashboard creation tools natively integrated with Loyalty Management data.

  2. A loyalty program manager wants to track the redemption rate trend over the last 12 months. Which report type is most appropriate?

    Answer: Matrix report grouped by month

    A matrix report grouped by month allows comparison of redemption rates across a 12-month period in a cross-tab format.

  3. What does the 'Member Tier Distribution' metric in Loyalty Management analytics indicate?

    Answer: The percentage of members in each loyalty tier

    Member Tier Distribution shows the percentage breakdown of active members across each tier (e.g., Silver, Gold, Platinum).

  4. Which field on the Transaction Journal object is used to filter analytics reports to show only point accrual events?

    Answer: Journal Type = 'Credit'

    The Journal Type field set to 'Credit' filters Transaction Journal records to accrual events where members earn points.

  5. A business wants to identify members who have not made a transaction in 90 days. Which Salesforce feature best automates this identification for analytics?

    Answer: Report with cross-filter excluding recent activity

    A report with a cross-filter can exclude members who have Transaction Journal records within the last 90 days, identifying inactive members.

  6. What is the primary purpose of the 'Points Liability Report' in Salesforce Loyalty Management?

    Answer: To display the financial value of outstanding unredeemed points

    The Points Liability Report shows the total financial obligation represented by outstanding unredeemed points across all members.

  7. Which standard Loyalty Management report shows the effectiveness of a specific promotion by comparing enrolled vs. non-enrolled member spending?

    Answer: Promotion Performance Report

    The Promotion Performance Report in Loyalty Management compares transaction behavior between members enrolled in a promotion and those who are not.