SLM Member Management 3 — Questions and Answers
Question 1: A Loyalty Program allows members to transfer points to another member. Which transaction type is used to record the deduction from the sender's account?
- Points Expiry
- Points Transfer Debit (Correct answer)
- Points Redemption
- Points Adjustment
Correct answer: Points Transfer Debit
A Points Transfer Debit transaction records the outgoing points from the sender's Member Currency balance during a member-to-member transfer.
Question 2: Which Salesforce Loyalty Management feature allows a program to automatically downgrade a member's tier if their qualifying points fall below the threshold during the assessment period?
- Tier Demotion Rule
- Automatic Tier Assessment (Correct answer)
- Qualifying Points Threshold Check
- Tier Group Evaluation
Correct answer: Automatic Tier Assessment
Automatic Tier Assessment evaluates qualifying points against tier thresholds at the end of the reset period and adjusts tier status accordingly, including downgrades.
Question 3: A member redeems 500 points for a discount voucher. Which two records are created as a result of this redemption in Salesforce Loyalty Management?
- A Transaction Journal and a Member Currency record update
- A Voucher record and a Transaction Journal entry (Correct answer)
- A Redemption Order and a Points Balance record
- A Case record and a Transaction Journal entry
Correct answer: A Voucher record and a Transaction Journal entry
A redemption creates a Voucher record (representing the reward) and a Transaction Journal entry that debits the member's point balance.
Question 4: What is the purpose of the 'Qualifying Points' currency type versus 'Non-Qualifying Points' in Salesforce Loyalty Management?
- Qualifying Points can be redeemed; Non-Qualifying Points cannot
- Qualifying Points count toward tier advancement; Non-Qualifying Points do not (Correct answer)
- Qualifying Points expire; Non-Qualifying Points are permanent
- Qualifying Points are earned from purchases only; Non-Qualifying Points from promotions
Correct answer: Qualifying Points count toward tier advancement; Non-Qualifying Points do not
Qualifying Points accumulate toward meeting tier thresholds for tier upgrades, while Non-Qualifying Points (like bonus points) contribute to balance but not tier status.
Question 5: A loyalty program administrator wants to manually award bonus points to a member as a goodwill gesture after a poor service experience. Which process should they use?
- Create a new Promotion and apply it retroactively
- Issue a Points Adjustment transaction with type 'Credit' (Correct answer)
- Re-run the member's last qualifying transaction
- Update the Member Currency balance field directly
Correct answer: Issue a Points Adjustment transaction with type 'Credit'
A Points Adjustment transaction of type Credit is the proper way to award ad-hoc bonus points while maintaining a full audit trail in the Transaction Journal.
Question 6: Which standard field on the Transaction Journal indicates whether a transaction contributed to a member's tier qualification?
- Is Qualifying Transaction (Correct answer)
- Affects Tier Status
- Qualifying Points Flag
- Tier Eligible
Correct answer: Is Qualifying Transaction
The 'Is Qualifying Transaction' checkbox on Transaction Journal determines if the associated points count toward the member's tier qualification threshold.
Question 7: A member's non-qualifying points are set to expire after 18 months of account inactivity. Which component in Salesforce Loyalty Management enforces this expiration?
- Scheduled Apex triggered by a workflow rule
- Points Expiration Policy defined on the Loyalty Program Currency (Correct answer)
- A time-based trigger on the Member Currency object
- A custom Flow scheduled on the Loyalty Program Member
Correct answer: Points Expiration Policy defined on the Loyalty Program Currency
Points Expiration Policy is configured on the Loyalty Program Currency record and controls how and when different currency types expire for members.
SLM Member Management 3
A Loyalty Program allows members to transfer points to another member.
Which transaction type is used to record the deduction from the sender's account?