Explanation

To provide the Member Services team with a comprehensive view of a member's loyalty data directly on the Contact record, two primary solutions are used in Salesforce Loyalty Management. The system generates detailed records of points movement and financial adjustments in the Transaction Journal object. Displaying these records and a consolidated summary dashboard ensures the service team has both the high-level status and the detailed history needed for effective member support.

✅ Correct Option: A. Embed the ‘Member Summary Embedded Dashboard on the Contact record
The Member Summary Embedded Dashboard is a pre-built CRM Analytics dashboard provided with Loyalty Management. This dashboard is specifically designed to be embedded on related records like Contact and provides a quick, visual overview of key loyalty metrics. This includes the member's tier status, current point balances, and a summary of recent loyalty activity, which addresses the need for viewing recent activity at a glance.

✅ Correct Option: C. Add the ‘Transaction Journals’ related list to the Contact record
Transaction Journals are the fundamental records in Loyalty Management that track every instance of point accrual, redemption, and adjustment (manual or automated). By adding the Transaction Journals related list to the Contact record's layout, the Member Services team gains direct access to the detailed, line-by-line history of all member transactions and adjustments, which is precisely what they need to troubleshoot and verify loyalty activity.

❌ Incorrect Option: B. Embed the Member Service Manager Home Dashboard on the Contact record
The Member Service Manager Home Dashboard is designed to give the manager a high-level view of the entire loyalty program's service performance (e.g., case volumes, issue trends) and operational status. It is a system-wide analytical tool, not a member-specific summary, and is therefore not relevant for displaying an individual member's recent transactions on their Contact record.

❌ Incorrect Option: D. Add the ‘View Member Profile’ component on the Contact record
While there is a View Member Profile component (or similar components like "Loyalty Member Card"), this is a custom or standard Lightning component that generally displays current loyalty information (tier, balance) and quick actions. The question asks for two recommendations, and the most robust and complete way to show recent transactions and manual adjustments is by using the Transaction Journals related list and the Member Summary Dashboard. The related list is critical for the detailed adjustment history.

🔗 Reference
For documentation on using the Service Console and embedded tools for Loyalty Management members, refer to the official Salesforce Help documentation:
Service Console for Loyalty Program Members

Explanation

To create and execute a Loyalty promotion in Salesforce using CDP and Marketing Cloud, the promotion must be based on customer/member segments. These segments must be activated, published, and transferred from Loyalty to Marketing Cloud. Additionally, connectors must be enabled so the systems can share promotion and member data. Without these steps, campaigns cannot target the correct members because Marketing Cloud will not receive segment data from the Loyalty Program.

✅ Correct Options

🟢 A. Transmit Loyalty Promotion Segments to Marketing Cloud
This step sends the targeted member segment from Loyalty Management/CDP to Marketing Cloud for campaign delivery. The transfer ensures promotional offers reach the right audience through email, SMS, or other channels. Without sending segments, Marketing Cloud cannot associate promotions with targeted members.

🟢 C. Activate and Publish the Segment
Activation makes the segment usable, while publishing finalizes it for downstream usage. Marketing Cloud only receives segments that are published and active. This ensures complete, validated segmentation logic is ready for campaign actions.

🟢 D. Enable Connector Settings on all the Loyalty Objects
The connector enables data flow between Loyalty Management and other Salesforce clouds. It is required to sync member attributes, segments, promotions, and engagement data. Without these settings, segment delivery to Marketing Cloud will fail or result in incomplete data.

❌ Incorrect Options

🔴 B. Automatically Generate a New Individual Relationship
This setting relates to automatically creating a relationship between members and individual records. It is not necessary for setting up promotions or sending segments to Marketing Cloud. It does not influence segmentation or campaign activation.

🔴 E. Enable Service Connector for Promotion Escalations
Escalations are optional advanced automation for issue notifications or approvals. They are not required for sending or activating segments tied to marketing campaigns. This feature does not impact promotion delivery in Marketing Cloud.

Key Point
To run Loyalty promotions with CDP and Marketing Cloud, you must activate + publish segments, transmit them to Marketing Cloud, and enable connector settings. These actions allow member data to flow and power targeted marketing campaigns; escalation and relationship automation are not mandatory setup steps.

Reference
Salesforce Help — Loyalty Promotions & Marketing Cloud Integration

Explanation

The issue involves loyalty components being added to a Lightning page but not displaying, despite correct permissions. This typically occurs when the page lacks the necessary context to determine which loyalty program's data to display. The primary program setting provides this system-wide context, and without it, loyalty components cannot render properly even when technically placed on the page.

✅ Correct Option

C. Setup the Loyalty Program as Primary
The "Primary" designation for a loyalty program establishes it as the default program across the Salesforce org. Loyalty components like profile cards rely on this system-level setting to understand which program's member data to retrieve and display. Without a primary program selected, these components have no contextual anchor and will remain hidden, regardless of page layout configuration.

❌ Incorrect Options

A. Setup the Member Summary Embedded Dashboard
This dashboard displays member transaction history and points summary, but it's a separate component. Configuring this dashboard does not resolve the fundamental missing context needed for the core loyalty profile cards to appear.

B. Setup the Member Preferences Embedded Dashboard
This component shows member opt-in preferences for marketing communications. While useful, it addresses a different functionality and does not activate the primary visibility setting required for the main loyalty components.

D. Setup the Member NPS Dashboard
This dashboard is for Net Promoter Score metrics and member feedback analysis. It is unrelated to the core member profile information and does not control the visibility of fundamental loyalty components.

Summary
The root cause is the absence of a designated primary loyalty program, which provides essential context for all loyalty components to render correctly on Lightning pages.

📚 Reference
Salesforce Help - "Set Up Your Loyalty Program" and "Add Loyalty Components to Lightning Pages"

Explanation

Analyzing Loyalty Program performance requires access to CRM Analytics (formerly Tableau CRM) templates tailored for loyalty metrics, like dashboards tracking engagement, redemptions, and tier progression. System Administrators handle setup of these analytics apps, including customizing datasets, lenses, and queries for deeper insights. This involves assigning specialized permission set licenses that enable creation and editing of loyalty-specific analytics assets, ensuring admins can tailor views without relying solely on out-of-the-box reports.

Correct Option:

✅ A. Loyalty Analytics User
This permission set license unlocks the CRM Analytics for Loyalty Management app, granting users access to create, edit, and publish customized dashboards, datasets, and stories focused on program KPIs such as member acquisition, transaction volumes, and liability trends. For admins, it provides the necessary object permissions and app builder tools to configure loyalty data models, integrate with external sources, and deploy tailored analytics—essential for performance optimization beyond standard views.

Incorrect Options:

❌ B. CRM Analytics User
This general permission set license offers broad access to CRM Analytics for building any custom analytics across Salesforce data, but it lacks loyalty-specific datasets, templates, and pre-built metrics. Admins with this can set up generic apps, yet they'd need to manually recreate loyalty structures, missing out on optimized components for program analysis like redemption rates—making it inefficient for targeted Loyalty Management customization.

❌ C. CLAAnalytics Base Admin
Focused on Customer Data Platform (CDP) analytics for audience segmentation and unified profiles, this admin license enables setup of data streams and calculated insights in CLA (Customer 360 Audiences). However, it doesn't extend to Loyalty Management's performance dashboards or object-specific analytics, so admins couldn't customize loyalty-focused reports or integrate program data effectively for engagement tracking.

❌ D. Data Pipeline User
This license supports Data Cloud pipelines for ingesting and transforming raw data from various sources, crucial for feeding analytics but not for setting up customized visualizations or dashboards. It handles backend ETL processes, like loading transaction journals into CRM Analytics, but lacks front-end tools for loyalty-specific app configuration—admins would prepare data but still need analytics permissions to build and analyze program performance.

Reference:
Analytics for Loyalty
Get Started with Loyalty Analytics

Explanation

When launching a new Loyalty Program while maintaining an existing portal design, the approach must balance reusability with proper program separation. The Experience Cloud template components can be reused across multiple sites, but each loyalty program requires its own dedicated portal assignment to ensure data integrity and proper member segmentation between programs.

✅ Correct Options

B. Use existing Experience Cloud components to handle the same design and functionalities.
The existing Experience Cloud components contain the pre-built design and functionality that already work with Loyalty Management data model.
These components are reusable across different community sites, allowing consistent user experience without rebuilding the same interfaces from scratch.
This approach saves implementation time and ensures functional consistency with the existing portal while applying it to the new program context.

D. Create a new Loyalty Member Portal and assign it to the new Loyalty Program.
Each loyalty program requires its own dedicated Experience Cloud site to maintain proper data isolation and member management.
Assigning multiple loyalty programs to a single portal would cause data conflicts and improper member experience between programs.
Creating a separate portal ensures clean segmentation where members only see and interact with their specific program's data and benefits.

❌ Incorrect Options

A. Assign the existing Loyalty Member Portal to the new Loyalty Program too.
A single Loyalty Member Portal cannot be assigned to multiple loyalty programs simultaneously in Salesforce.
This would create data visibility issues where members from different programs might see incorrect points, tiers, or benefits.
The platform architecture requires one-to-one relationship between loyalty programs and their associated member portals.

C. Create new Experience Cloud Components for the new Loyalty Member Portal.
Creating entirely new components is unnecessary when existing components already provide the required functionality and design.
This would duplicate development effort and create maintenance overhead for nearly identical component sets.
It could also introduce inconsistencies between the two portals' user experience and behavior.

Summary
Reuse existing components for consistency but create a new dedicated portal for proper program isolation and data management.

📚 Reference
Salesforce Help - "Set Up Loyalty Management for Experience Cloud"