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

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  1. In CRM Analytics for Loyalty Management, what does a 'breakage rate' KPI measure?

    Answer: The rate at which issued points expire without being redeemed

    Breakage rate measures the percentage of issued loyalty points that expire unredeemed, representing revenue recognized by the program operator.

  2. A loyalty analyst needs to compare redemption behavior between Gold and Platinum tier members. Which report type in Salesforce enables this side-by-side comparison most efficiently?

    Answer: Joined report with one block per tier

    A joined report allows creating separate report blocks per tier that share a common view, enabling direct side-by-side behavioral comparison.

  3. Which object stores the historical record of a member's point balance changes that feeds into analytics dashboards?

    Answer: Transaction Journal

    The Transaction Journal object logs every credit and debit event affecting a member's point balance, providing the raw data for analytics.

  4. What analytic insight does the 'Average Transaction Value by Tier' metric provide to a loyalty program manager?

    Answer: It reveals whether higher-tier members spend more per transaction

    Average Transaction Value by Tier reveals spending patterns across tiers, helping validate whether the tier structure is driving higher spend.

  5. A Salesforce admin wants to schedule a loyalty analytics report to email stakeholders every Monday. Where is this configured?

    Answer: In the Report's detail page under 'Subscribe'

    Report subscriptions are configured on the report's detail page via the 'Subscribe' button, allowing scheduled email delivery to stakeholders.

  6. Which Loyalty Management analytics metric helps identify the optimal point-to-currency conversion rate for redemptions?

    Answer: Cost Per Redeemed Point

    Cost Per Redeemed Point calculates the actual cost incurred per point redeemed, helping optimize the conversion rate for profitability.

  7. In Salesforce Loyalty Management, which dashboard component would best visualize the geographic distribution of high-value members across US states?

    Answer: Map chart component in CRM Analytics

    The Map chart component in CRM Analytics natively renders geographic data on a map, making it ideal for visualizing member distribution by state.