Rewards Configuration Flashcards
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Read the first 7 Rewards Configuration flashcards as text
A loyalty administrator wants to offer members a reward only during the holiday season each year. Which two fields on the Reward record support this recurring availability window?
Answer: Start Date and End Date
The Start Date and End Date fields on a Reward record define the availability window during which members can redeem the reward.
In Salesforce Loyalty Management, what does the 'Reward Type' value of 'Gift Card' enable compared to a standard Voucher?
Answer: Gift Cards carry a reloadable monetary balance; vouchers are single-use
Gift Card rewards in Loyalty Management are designed to carry a persistent monetary balance that can be spent incrementally, whereas a Voucher is typically a single-use discount code.
An administrator sets 'Maximum Redemptions Per Member' to 3 on a Reward record. What happens when a member who has already redeemed the reward 3 times attempts a fourth redemption?
Answer: The redemption is blocked and an error is returned
When a member reaches the Maximum Redemptions Per Member cap, subsequent redemption attempts for that reward are blocked by the system and return an error.
Which standard Salesforce object is used to store and manage individual voucher codes that are generated and distributed as part of a Voucher reward?
Answer: Voucher
The Voucher object stores individual voucher codes, their statuses, and member assignments within the Salesforce Loyalty Management data model.
When configuring a Merchandise reward that requires physical shipping, which field on the Member Reward record should an administrator populate to track delivery?
Answer: Fulfillment Status
The Fulfillment Status field on the Member Reward record is used to track the lifecycle of a physical reward from issued through shipped to delivered.
A program administrator wants certain high-value rewards to require manual approval before issuance. Which configuration supports this in Salesforce Loyalty Management?
Answer: Create an Approval Process on the Member Reward object
Salesforce Approval Processes can be applied to the Member Reward object, placing high-value redemptions in a pending state until an approver reviews and approves them.
What is the effect of setting a Reward's 'Is Active' field to FALSE while members still hold unredeemed Member Reward records for it?
Answer: Members can no longer initiate new redemptions, but existing Member Rewards remain valid
Deactivating a Reward prevents new redemptions from being initiated, but existing issued Member Reward records retain their status and can still be fulfilled.