SLM Member Management 2 — Questions and Answers
Question 1: Which Salesforce object serves as the primary record linking a Contact to a Loyalty Program in Salesforce Loyalty Management?
- Loyalty Program Member (Correct answer)
- Program Enrollment
- Member Account
- Loyalty Participant
Correct answer: Loyalty Program Member
The Loyalty Program Member object links a Contact or Account to a specific Loyalty Program and stores tier, points balance, and status.
Question 2: A loyalty administrator needs to prevent a member from earning points while a fraud investigation is underway. What is the correct action?
- Delete the member record
- Set the member's status to Inactive or Frozen (Correct answer)
- Remove the member from all tiers
- Revoke all existing points immediately
Correct answer: Set the member's status to Inactive or Frozen
Setting the member status to Inactive or Frozen suspends earning and redemption activities without permanently removing the member record.
Question 3: What does the 'Member Currency' record represent in Salesforce Loyalty Management?
- The currency denomination used for transactions
- A member's balance of a specific loyalty currency such as points or miles (Correct answer)
- The exchange rate between loyalty points and cash
- The member's home country currency setting
Correct answer: A member's balance of a specific loyalty currency such as points or miles
Member Currency tracks the balance of a particular loyalty currency (e.g., points, miles) for a specific Loyalty Program Member.
Question 4: A company wants members to maintain their tier status for 12 months before it is re-evaluated. Which configuration controls this behavior?
- Tier Assessment Period
- Qualifying Points Reset Cycle
- Tier Group Reset Period (Correct answer)
- Member Evaluation Window
Correct answer: Tier Group Reset Period
The Tier Group Reset Period defines how often qualifying points are reset and tier status is re-evaluated for members in that tier group.
Question 5: Which field on the Loyalty Program Member record stores the date when a member's current tier status expires?
- Tier Expiry Date
- Qualifying Period End Date (Correct answer)
- Member Expiration Date
- Status Valid Through
Correct answer: Qualifying Period End Date
Qualifying Period End Date records when the current tier qualification window closes and the member's status will be reassessed.
Question 6: A member who joined via a B2B corporate account needs to accrue points to the parent company rather than personally. Which enrollment approach supports this?
- Enroll a Contact as the member with a secondary Account link
- Enroll the Account directly as the Loyalty Program Member (Correct answer)
- Create a custom object to bridge the Account to the program
- Use a Person Account for all B2B enrollments
Correct answer: Enroll the Account directly as the Loyalty Program Member
Salesforce Loyalty Management supports enrolling an Account (rather than a Contact) as a Loyalty Program Member to handle B2B loyalty scenarios.
Question 7: When a member is merged with a duplicate record in Salesforce, what is the recommended practice for their loyalty points balances?
- Points are automatically summed by the platform with no action needed
- An administrator must manually reconcile and transfer points via a points adjustment transaction (Correct answer)
- The duplicate's points are permanently forfeited
- Points are averaged between the two records
Correct answer: An administrator must manually reconcile and transfer points via a points adjustment transaction
Loyalty points balances are not automatically merged; an admin must create a manual points adjustment to transfer the balance from the duplicate member to the surviving record.
SLM Member Management 2
Which Salesforce object serves as the primary record linking a Contact to a Loyalty Program in Salesforce Loyalty Management?