Practice Test Geeks(SLM) Salesforce Loyalty Management Certification Practice Test
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Transaction Processing Flashcards

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Read the first 7 Transaction Processing flashcards as text

  1. Which event triggers the creation of a Transaction Journal record with Journal Type 'Redemption' in Salesforce Loyalty Management?

    Answer: A member redeems points for a reward, voucher, or discount

    A 'Redemption' journal type is created when a member uses their accumulated points to obtain a reward, apply a discount, or receive a voucher.

  2. A loyalty program uses a 'Fixed Points' accrual type. What does this mean for transaction processing?

    Answer: Members earn a set flat number of points per qualifying transaction regardless of amount

    Fixed Points accrual awards the same predetermined number of points for each qualifying transaction, independent of the transaction's monetary value.

  3. In Loyalty Management, what is the role of the 'Activity Date' field on the Transaction Journal?

    Answer: It records the date of the original customer activity that generated the transaction

    The Activity Date records the actual date the customer performed the qualifying action (e.g., purchase date), which may differ from the date the Transaction Journal was created in the system.

  4. A developer queries Transaction Journal records and notices some have a 'Journal Type' of 'Points Adjustment.' What scenario typically creates this type?

    Answer: A manual correction by an administrator to fix an incorrect points balance

    Points Adjustment journals are created when an administrator manually corrects a member's points balance to resolve errors or apply goodwill gestures.

  5. Which Loyalty Management configuration option controls whether points can be earned on the tax portion of a transaction?

    Answer: Tax Exclusion Rule on the Accrual Rule record

    A Tax Exclusion Rule configured on the Accrual Rule record allows programs to exclude the tax portion of a transaction from the qualifying amount used to calculate earned points.

  6. A member makes a split-tender payment (part cash, part loyalty points) at a retail location. How should Salesforce Loyalty Management handle the transaction?

    Answer: Only the cash portion qualifies for points accrual

    When a loyalty points redemption is used as partial payment, only the cash (non-points) portion of the transaction qualifies for new points accrual in Salesforce Loyalty Management.

  7. What is the significance of the 'Program Currency Name' field when configuring transaction processing rules in Salesforce Loyalty Management?

    Answer: It identifies which loyalty currency (e.g., points, miles, stars) is earned or redeemed in a transaction

    The Program Currency Name identifies the specific loyalty currency type (such as points, miles, or stars) associated with a transaction, enabling multi-currency program configurations.