Salesforce-Loyalty-Management Exam Questions With Explanations

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Salesforce Salesforce-Loyalty-Management Exam Sample Questions 2025

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21044 already prepared
Salesforce Spring 25 Release18-Sep-2025
104 Questions
4.9/5.0

A Loyalty Manager would like to set up an email-send process in Salesforce Marketing Cloud (SMC) that needs to inform the member via email immediately once a tier change has been applied. The company is using Marketing Cloud Connect.
A solution was proposed to draft a design using a journey process to send the notification email and a new custom object named "Member TierUpdate_ c" that stores the members that are qualified for a tier upgrade.
Which data source options within the journey should a Consultant use to fulfill this design?

A. "Salesforce Data" as the Entry Source, "Loyalty ProgramMember" object as the datasource

B. "Salesforce Data" as the Entry Source, "Contact" object as the data-source

C. "Data-Extension" as the Entry Source, "LoyaltyProgramTier"

D. "Salesforce Data" as the Entry Source, "LoyaltyMember Tier"

D.   "Salesforce Data" as the Entry Source, "LoyaltyMember Tier"

Explanation: For integrating a custom object "Member TierUpdate_c" with a journey in Salesforce Marketing Cloud for real-time tier change notifications, the correct data source option is:
Option D "Salesforce Data" as the Entry Source, with the custom object "Member TierUpdate_c" as the data source. This option allows for real-time triggering of journeys in Marketing Cloud based on updates to Salesforce records, in this case, the "Member TierUpdate_c" object which tracks tier upgrades.
Options A and B do not correctly target the custom object designed to track tier changes.
Option C, using a "Data-Extension," would not provide the real-time integration needed for immediate email notifications upon tier changes.

When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?

A. Assign Analytics for Loyalty User Permissions.

B. Create standard Salesforce reports and dashboard

C. Schedule dataflow for the analytics

D. Create an App using existing templates

E. Install CRM Analytics package

A.   Assign Analytics for Loyalty User Permissions.
C.   Schedule dataflow for the analytics
E.   Install CRM Analytics package

A hotel group has finished setting up its Loyalty Program and now wants to provide its Loyalty members with live updates about their program membership. They are looking for a solution that lets members view their membership details whenever, they want to, and expect that this can be implemented without a need for complex customization. Using the available product features of Loyalty Management, Which three tasks should an Administrator implement to meet the Hotel group's requirements?

A. LoyaltyBenefits

B. LoyaltyLedger

C. Contact Record

D. TransactionJournal

E. LoyaltyMemberTier

B.   LoyaltyLedger
C.   Contact Record
E.   LoyaltyMemberTier

Explanation: To meet the hotel group’s requirements for providing live updates to Loyalty members about their program membership without complex customization, the following three tasks should be implemented:
LoyaltyLedger: This feature allows members to view their points balance and transaction history1. It is a key component of the Loyalty Management product that tracks the accumulation and redemption of loyalty points, which is essential for members to stay informed about their membership status.
Contact Record: Maintaining up-to-date contact records is crucial as it ensures that members can receive notifications and access their membership details1. The contact record in Salesforce is the central repository of member information, which can be used to personalize communication and provide members with relevant updates.
LoyaltyMemberTier: Implementing the LoyaltyMemberTier feature enables members to see their current tier status and understand how they can move to the next tier1. This feature motivates members to engage more with the loyalty program by providing them with clear goals and benefits associated with each tier. These features are part of the Salesforce Loyalty Management application and are designed to enhance customer engagement without requiring extensive customization. They enable the hotel group to provide a seamless experience for members to access their loyalty program details.

The Loyalty Administrator for Northern Trail Outfitters (NTO) defines Basic and Premium as the two Tiers for its Insider program. They want to define a free product sample for all members in Premium Tier.

How does NTO configure tiers within the Loyalty Program to give vouchers for members in the Premium Tier?

A. Voucher Management and Benefit Action

B. Voucher Management and Benefits Setup

C. Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration

D. Voucher Management; Benefits Setup (in Program console); Benefit Action to process benefits

C.   Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration

Explanation: To configure tiers within the Loyalty Program at Northern Trail Outfitters (NTO) for giving vouchers to members in the Premium Tier, the configuration involves Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration (C). This comprehensive approach allows for the creation and management of vouchers as benefits associated with the Premium Tier, the setup of these benefits within the Loyalty Program console to specify the conditions and entitlements, and the use of Salesforce Flow for orchestrating the process of issuing vouchers to qualifying members.
This method ensures that vouchers are systematically managed, associated with the correct tier and member eligibility criteria, and efficiently distributed to members through automated processes, enhancing the value and appeal of the Premium Tier. Salesforce documentation on Loyalty Management would detail the steps for setting up and managing tier-based benefits, including the use of Voucher Management and Flow for effective benefit administration and member engagement.

Which set of features should a Consultant check before setting up expanded partner management?

A. Growth license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies

B. Growth license, Prepaid Billing Type, Partner Transactions, Partner Conversion Factor O for Currencies

C. Advanced license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies

D. Advanced license, Partner Ledgers, Partner Transactions, Billing Type

C.   Advanced license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies

Explanation: Before setting up expanded partner management in Salesforce Loyalty Management, a Consultant should verify the following features are available:
Option C: An "Advanced" license, which typically provides a broader set of functionalities and capabilities within Salesforce applications, including Loyalty Management.
"PostPaid Billing Type," indicating the billing arrangement with partners, which is relevant for managing financial transactions within the Loyalty Program.
"Partner Ledgers," which are necessary for tracking financial transactions and point exchanges with partners.
"Partner Conversion Factor for Currencies," enabling the management of loyalty points and currency conversion across different geographies and partner locations.
These features collectively support the expanded management of partner relationships within the Loyalty Program, including financial transactions, point conversions, and international operations.
Reference: Salesforce Loyalty Management documentation on partner management provides insights into the features and configurations required for setting up and managing complex partner relationships within Loyalty Programs.

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