SLM Program Rules 2 — Questions and Answers
Question 1: Which rule type in Salesforce Loyalty Management is used to automatically assign points when a member makes a qualifying purchase?
- Segment Assignment Rule
- Accrual Rule (Correct answer)
- Redemption Rule
- Tier Change Rule
Correct answer: Accrual Rule
Accrual Rules define the logic for awarding points or currency to members based on qualifying transactions or activities.
Question 2: A loyalty program administrator wants to prevent a rule from firing multiple times for the same transaction. Which setting should be configured?
- Rule Priority
- Rule Limit (Correct answer)
- Rule Stacking
- Rule Exclusion
Correct answer: Rule Limit
Rule Limit controls how many times a specific rule can be applied, preventing duplicate point awards for the same event.
Question 3: In Salesforce Loyalty Management, what is the purpose of a 'Qualifying Points' accrual rule compared to a 'Non-Qualifying Points' rule?
- Qualifying points count toward tier status; non-qualifying points do not (Correct answer)
- Non-qualifying points expire faster than qualifying points
- Qualifying points can be redeemed; non-qualifying points cannot
- Non-qualifying points are awarded in bonus promotions only
Correct answer: Qualifying points count toward tier status; non-qualifying points do not
Qualifying Points accumulate toward tier threshold calculations, while Non-Qualifying Points only add to the member's redeemable balance.
Question 4: A retailer wants to award double points on weekends. Which feature of Program Rules supports this time-based condition?
- Rule Effective Date
- Rule Schedule
- Rule Condition with Date/Time filter (Correct answer)
- Promotion Overlap Setting
Correct answer: Rule Condition with Date/Time filter
Rule Conditions can include Date/Time filters that restrict when a rule applies, enabling time-specific accrual scenarios.
Question 5: When configuring a redemption rule, what does the 'Minimum Redemption Amount' field control?
- The maximum points a member can redeem per transaction
- The lowest number of points a member must redeem at one time (Correct answer)
- The minimum purchase amount required to trigger redemption
- The minimum number of items in the cart for redemption to apply
Correct answer: The lowest number of points a member must redeem at one time
Minimum Redemption Amount sets the floor for how many points a member must use in a single redemption event.
Question 6: A loyalty program has two accrual rules that could both apply to a single transaction. Which mechanism determines which rule executes first?
- Rule Type
- Rule Priority (Correct answer)
- Rule Effective Date
- Rule Category
Correct answer: Rule Priority
Rule Priority is a numeric field that determines the order in which rules are evaluated when multiple rules match the same event.
Question 7: Which object in Salesforce Loyalty Management stores the individual execution log of a program rule for audit purposes?
- Loyalty Member Currency
- Journal
- Transaction Journal (Correct answer)
- Rule Execution Log
Correct answer: Transaction Journal
Transaction Journals record each loyalty event, including which rules fired and what currency adjustments were made.
SLM Program Rules 2
Which rule type in Salesforce Loyalty Management is used to automatically assign points when a member makes a qualifying purchase?