SLM Program Configuration 2 — Questions and Answers
Question 1: When configuring a Loyalty Program in Salesforce, which object serves as the top-level container that links all program components together?
- Loyalty Program Partner
- Loyalty Program (Correct answer)
- Member Tier Group
- Transaction Journal
Correct answer: Loyalty Program
The Loyalty Program object is the top-level container that connects tiers, partners, currencies, and member records.
Question 2: A loyalty admin needs to allow members to earn points at a partner's retail stores without those stores being Salesforce users. What configuration approach should they use?
- Create a Contact record for each store location
- Configure a Loyalty Program Partner with an associated Partner Account (Correct answer)
- Enable a custom Permission Set for external partners
- Set up a Connected App for partner authentication
Correct answer: Configure a Loyalty Program Partner with an associated Partner Account
A Loyalty Program Partner linked to a Partner Account allows external businesses to participate in point accrual without needing Salesforce user licenses.
Question 3: Which Loyalty Management setting controls the lifespan of earned points before they become invalid?
- Points Expiration Policy (Correct answer)
- Currency Expiration Date
- Tier Rollover Rule
- Redemption Validity Window
Correct answer: Points Expiration Policy
The Points Expiration Policy on the Loyalty Currency defines when accumulated points expire for program members.
Question 4: In Salesforce Loyalty Management, what is the purpose of a 'Non-Qualifying Points' currency type?
- Points used only for tier qualification calculations
- Points that can be redeemed but do not count toward tier advancement (Correct answer)
- Points awarded exclusively to partner employees
- A secondary currency for expired point reinstatement
Correct answer: Points that can be redeemed but do not count toward tier advancement
Non-Qualifying Points (NQP) can be redeemed for rewards but are excluded from tier progression calculations.
Question 5: A program manager wants members to automatically move to a lower tier if they don't maintain their spending threshold. Which configuration enables this?
- Tier Demotion Rule within the Tier Group (Correct answer)
- Scheduled Apex job on the Member Tier object
- Loyalty Program Process with a Demotion flow
- Rollback policy on the Transaction Journal
Correct answer: Tier Demotion Rule within the Tier Group
Tier Demotion Rules configured on the Tier Group define the conditions and timing for downgrading a member's tier.
Question 6: When setting up multiple Loyalty Currencies within a single program, which field on the currency record differentiates Qualifying Points from Redeemable Points?
- Currency Type (Correct answer)
- Points Ratio
- Accrual Basis
- Redemption Category
Correct answer: Currency Type
The Currency Type field (e.g., Qualifying Points, Non-Qualifying Points, Redeemable Currency) determines the role each currency plays in the program.
Question 7: Which Salesforce Loyalty Management feature lets an admin define a fixed number of points awarded per transaction regardless of the transaction amount?
- Fixed Value Accrual Rule (Correct answer)
- Flat Rate Promotion
- Base Accrual Rate with a Threshold Override
- Bonus Point Action
Correct answer: Fixed Value Accrual Rule
A Fixed Value Accrual Rule awards a set point amount per qualifying transaction, independent of the monetary value spent.
SLM Program Configuration 2
When configuring a Loyalty Program in Salesforce, which object serves as the top-level container that links all program components together?