SLM Program Rules 3 — Questions and Answers
Question 1: A company wants a rule to apply only to members in the 'Gold' tier. Where in a Program Rule record is this tier condition specified?
- Rule Action
- Rule Condition (Correct answer)
- Rule Membership
- Rule Segment
Correct answer: Rule Condition
Rule Conditions allow administrators to filter rule applicability based on member attributes such as tier level.
Question 2: In Loyalty Management, what happens when a rule's 'Active' checkbox is unchecked?
- The rule is deleted from the system
- The rule remains but will not execute during processing (Correct answer)
- The rule executes but does not award points
- The rule is archived and locked from editing
Correct answer: The rule remains but will not execute during processing
Deactivating a rule leaves it in the system for reference but prevents the rules engine from evaluating it for any transactions.
Question 3: A loyalty administrator needs to award bonus points only when a member purchases from a specific product category. Which rule component should hold this filter?
- Rule Action > Point Value
- Rule Condition > Product Attribute (Correct answer)
- Rule Type > Category Accrual
- Rule Priority > Category Weight
Correct answer: Rule Condition > Product Attribute
Rule Conditions can reference transaction line item attributes, including product category, to restrict when accrual fires.
Question 4: Which field on a Loyalty Program Rule defines whether points are awarded as a fixed amount or as a percentage of the transaction value?
- Accrual Type
- Point Value Type (Correct answer)
- Currency Type
- Calculation Method
Correct answer: Point Value Type
Point Value Type determines whether the reward is a flat fixed number of points or a percentage of the eligible transaction amount.
Question 5: A program rule is set to award points for online purchases only. What is the recommended approach to enforce this channel restriction?
- Create a separate loyalty program for online members
- Add a Rule Condition filtering on the Channel field of the transaction (Correct answer)
- Set the Rule Type to 'Online Accrual'
- Configure a Redemption Rule with an online flag
Correct answer: Add a Rule Condition filtering on the Channel field of the transaction
Adding a condition that filters on the transaction's Channel field restricts the rule to fire only for online purchase events.
Question 6: When does Salesforce Loyalty Management evaluate program rules for a transaction—at which stage of processing?
- Before the transaction is saved to the database
- After the Transaction Journal is created (Correct answer)
- During the nightly batch job only
- When the member manually requests point calculation
Correct answer: After the Transaction Journal is created
Rules are evaluated after a Transaction Journal record is created, which captures the event details that the rules engine processes.
Question 7: A member earns points through an accrual rule but later the associated transaction is reversed. Which rule type should be configured to handle point deduction on reversal?
- Cancellation Rule
- Reversal Accrual Rule (Correct answer)
- Deduction Rule
- Expiration Rule
Correct answer: Reversal Accrual Rule
A Reversal Accrual Rule is designed to deduct previously awarded points when a qualifying transaction is cancelled or reversed.
SLM Program Rules 3
A company wants a rule to apply only to members in the 'Gold' tier.
Where in a Program Rule record is this tier condition specified?