SLM Tier Management 2 — Questions and Answers
Question 1: Which standard Salesforce Loyalty Management object tracks a member's current and historical tier assignments?
- Loyalty Program Member
- Loyalty Member Tier (Correct answer)
- Program Tier History
- Member Status Log
Correct answer: Loyalty Member Tier
The Loyalty Member Tier object stores a member's current and historical tier assignments, acting as the junction between the Loyalty Program Member and the Loyalty Program Tier objects.
Question 2: What is the purpose of the Tier Change Reason field on a Loyalty Member Tier record?
- To trigger automated notifications when a tier changes
- To record the business justification for a manual tier change (Correct answer)
- To prevent non-admin users from modifying tier assignments
- To automatically schedule the next tier evaluation date
Correct answer: To record the business justification for a manual tier change
The Tier Change Reason field records why a member's tier was manually adjusted, providing an audit trail for customer service and compliance.
Question 3: When is a member's tier status most typically evaluated and potentially updated in Salesforce Loyalty Management?
- Only during the annual program renewal period
- After each qualifying transaction is processed (Correct answer)
- Only when a CSR manually initiates a tier review
- Every 24 hours via an exclusive scheduled batch process
Correct answer: After each qualifying transaction is processed
A member's tier status is evaluated after each qualifying transaction is processed, enabling real-time tier upgrades when the member's qualifying total meets the threshold.
Question 4: What does the Tier Expiry Date field on a Loyalty Member Tier record represent?
- The date the entire loyalty program expires
- The date the member's current tier status will end if not renewed (Correct answer)
- The date the member's reward point balance will expire
- The date the member was originally assigned to the tier
Correct answer: The date the member's current tier status will end if not renewed
The Tier Expiry Date marks when the member's current tier status will end, after which they must re-qualify or be downgraded to a lower tier.
Question 5: Which type of loyalty program allows members to qualify for tiers based on activities like social sharing, app check-ins, or workout completions rather than monetary spending?
- Transactional Loyalty Program
- Spend-Based Loyalty Program
- Engagement-Based Loyalty Program (Correct answer)
- Points-Only Loyalty Program
Correct answer: Engagement-Based Loyalty Program
Engagement-Based Loyalty Programs allow members to earn tier qualification through non-purchase activities, making them ideal for brands focused on community building and behavior change.
Question 6: What is the recommended approach for manually upgrading a VIP customer to a higher tier outside the normal qualification cycle in Salesforce Loyalty Management?
- Delete and recreate the Loyalty Member Tier record with the new tier
- Update the Loyalty Member Tier record's tier lookup and enter a Tier Change Reason (Correct answer)
- Use the Redemption API to trigger a force-upgrade process
- Artificially inflate the member's qualifying points to meet the tier threshold
Correct answer: Update the Loyalty Member Tier record's tier lookup and enter a Tier Change Reason
Manual tier overrides are performed by updating the Loyalty Member Tier record with the new tier assignment while documenting the reason via the Tier Change Reason field for auditability.
Question 7: In the context of Salesforce Loyalty Management, what is a Tier Benefit?
- The points multiplier applied to all transactions for members at a tier
- A specific reward or privilege members receive by virtue of holding a certain tier status (Correct answer)
- A cumulative discount percentage applied at checkout based on tier level
- The minimum spend threshold required to maintain tier status
Correct answer: A specific reward or privilege members receive by virtue of holding a certain tier status
A Tier Benefit is a specific perk or privilege—such as free shipping, exclusive access, or bonus points—that members receive simply by holding a particular tier status.
SLM Tier Management 2
Which standard Salesforce Loyalty Management object tracks a member's current and historical tier assignments?