SLM Reporting and Analytics 2

Question 1

Which Salesforce tool allows loyalty managers to build custom dashboards without writing code to visualize member engagement trends?

Accepted Answer

CRM Analytics (Tableau CRM)

Answer

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?

Accepted Answer

Matrix report grouped by month

Answer

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?

Accepted Answer

The percentage of members in each loyalty tier

Answer

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?

Accepted Answer

Journal Type = 'Credit'

Answer

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?

Accepted Answer

Report with cross-filter excluding recent activity

Answer

A report with a cross-filter can exclude members who have Transaction Journal records within the last 90 days, identifying inactive members.

(SLM) Salesforce Loyalty Management Certification Practice Test

(SLM) Salesforce Loyalty Management Certification Practice Test

SLM Reporting and Analytics 2