SLM Reporting and Analytics 2 — Questions and Answers
Question 1: Which Salesforce tool allows loyalty managers to build custom dashboards without writing code to visualize member engagement trends?
- Einstein Analytics Studio
- CRM Analytics (Tableau CRM) (Correct answer)
- Report Builder with drag-and-drop
- Loyalty Management Dashboard Designer
Correct answer: CRM Analytics (Tableau CRM)
CRM Analytics (formerly Tableau CRM) provides no-code dashboard creation tools natively integrated with Loyalty Management data.
Question 2: A loyalty program manager wants to track the redemption rate trend over the last 12 months. Which report type is most appropriate?
- Tabular report with filters
- Matrix report grouped by month (Correct answer)
- Joined report combining two datasets
- Summary report with bucket fields
Correct answer: Matrix report grouped by month
A matrix report grouped by month allows comparison of redemption rates across a 12-month period in a cross-tab format.
Question 3: What does the 'Member Tier Distribution' metric in Loyalty Management analytics indicate?
- The average spend per member across all tiers
- The percentage of members in each loyalty tier (Correct answer)
- The number of tier upgrades in a given period
- The revenue attributed to each loyalty tier
Correct answer: The percentage of members in each loyalty tier
Member Tier Distribution shows the percentage breakdown of active members across each tier (e.g., Silver, Gold, Platinum).
Question 4: Which field on the Transaction Journal object is used to filter analytics reports to show only point accrual events?
- Journal Type = 'Credit' (Correct answer)
- Transaction Type = 'Accrual'
- Journal Subtype = 'Points Earned'
- Points Type = 'Qualifying'
Correct answer: Journal Type = 'Credit'
The Journal Type field set to 'Credit' filters Transaction Journal records to accrual events where members earn points.
Question 5: A business wants to identify members who have not made a transaction in 90 days. Which Salesforce feature best automates this identification for analytics?
- Report with cross-filter excluding recent activity (Correct answer)
- Loyalty Program Segmentation Rules
- Einstein Prediction Builder churn model
- Flow-triggered member status update
Correct answer: Report with cross-filter excluding recent activity
A report with a cross-filter can exclude members who have Transaction Journal records within the last 90 days, identifying inactive members.
Question 6: What is the primary purpose of the 'Points Liability Report' in Salesforce Loyalty Management?
- To show the number of points redeemed per product category
- To display the financial value of outstanding unredeemed points (Correct answer)
- To identify members with the highest point balances
- To forecast future point expiration events
Correct answer: To display the financial value of outstanding unredeemed points
The Points Liability Report shows the total financial obligation represented by outstanding unredeemed points across all members.
Question 7: Which standard Loyalty Management report shows the effectiveness of a specific promotion by comparing enrolled vs. non-enrolled member spending?
- Promotion ROI Summary Report
- Promotion Performance Report (Correct answer)
- Member Segment Comparison Report
- Campaign Influence Report
Correct answer: Promotion Performance Report
The Promotion Performance Report in Loyalty Management compares transaction behavior between members enrolled in a promotion and those who are not.
SLM Reporting and Analytics 2
Which Salesforce tool allows loyalty managers to build custom dashboards without writing code to visualize member engagement trends?