SLM Transaction Processing 2 — Questions and Answers
Question 1: A Loyalty Management transaction is rejected because the qualifying spend amount is below the minimum threshold. Which field on the Transaction Journal record captures this outcome?
- Status = 'Rejected' (Correct answer)
- Journal Type = 'Void'
- Points Expired = true
- Transaction Type = 'Reversal'
Correct answer: Status = 'Rejected'
The Status field on the Transaction Journal record is set to 'Rejected' when a transaction fails validation rules such as minimum spend thresholds.
Question 2: Which Salesforce Loyalty Management object stores the accrual and redemption activity details at the individual transaction line level?
- Loyalty Ledger
- Transaction Journal
- Journal Statement Line (Correct answer)
- Member Tier
Correct answer: Journal Statement Line
Journal Statement Line records capture the detailed line-item breakdown of points earned or redeemed within a Transaction Journal.
Question 3: When processing a partner transaction in Salesforce Loyalty Management, which object links the external partner's activity to the loyalty program member?
- Loyalty Partner Product
- Partner Product Category
- Transaction Journal (Correct answer)
- Partner Account
Correct answer: Transaction Journal
The Transaction Journal object links partner-sourced transactions to the correct loyalty program member and tracks the associated points activity.
Question 4: A loyalty administrator needs to retroactively award points for a purchase that was not captured at the time of sale. Which feature should they use?
- Manual Adjustment
- Points Expiry Override
- Tier Requalification
- Retroactive Accrual (Correct answer)
Correct answer: Retroactive Accrual
Retroactive Accrual in Loyalty Management allows administrators to award points for eligible transactions that were missed or not processed at the time of the original activity.
Question 5: In Salesforce Loyalty Management, what determines whether a transaction qualifies for points accrual under a specific loyalty program?
- The member's tier status only
- The currency of the transaction
- The program's accrual rules and the transaction's qualifying amount (Correct answer)
- The date the member enrolled in the program
Correct answer: The program's accrual rules and the transaction's qualifying amount
Points accrual is governed by the program's configured accrual rules, which evaluate the transaction's qualifying amount and other criteria to calculate earned points.
Question 6: A company wants to award bonus points during a promotional period for transactions at specific store locations. Which Loyalty Management feature supports this requirement?
- Tier Benefits
- Promotion Rules (Correct answer)
- Member Segments
- Partner Products
Correct answer: Promotion Rules
Promotion Rules in Salesforce Loyalty Management allow administrators to configure time-bound, condition-based bonus point multipliers for specific segments or locations.
Question 7: When a customer returns a product for which they earned points, how does Salesforce Loyalty Management typically handle the points balance?
- Points are permanently forfeited
- A reversal transaction is created to debit the previously accrued points (Correct answer)
- Points remain and the member keeps the benefit
- Points are converted to vouchers automatically
Correct answer: A reversal transaction is created to debit the previously accrued points
A reversal transaction is created in the Transaction Journal to debit the points that were originally accrued from the returned purchase, restoring the correct balance.
SLM Transaction Processing 2
A Loyalty Management transaction is rejected because the qualifying spend amount is below the minimum threshold.
Which field on the Transaction Journal record captures this outcome?