Salesforce-Loyalty-Management Practice Test

Salesforce Spring 25 Release
104 Questions

A new segment in Customer Data Platform (CDP) will be used for sending notification emails to members with the following requirements: - The mail is sent
on the first day of the month to the members that will have their membership expire at the end of the same month, starting from the 1st of April to 30th of June
- member's expiry-date are standardized to the last day of the month.
Which two configuration options below should be used for the new segment to fulfill this segmentation requirement?

A. In "Segment Property", set "Publish Schedule" to "Don't Refresh".

B. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.

C. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute.

D. In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date

B.   In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.
D.   In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date

Explanation: For this segmentation requirement, the key is to identify members whose membership will expire at the end of the current month and to ensure the segment is refreshed daily within the specified date range.
Option B is correct because using "This Month" for the "Membership Expiry Date" attribute will accurately segment members whose memberships expire at the end of the current month.
Option D is also correct because setting the "Publish Schedule" to "24 hours" ensures the segment is refreshed daily, capturing new members meeting the criteria as the month progresses. The "Start Date" and "End Date" should be set from the 1st of April to 30th of June to match the requirement.
Option A is not suitable because "Don't Refresh" would prevent the segment from updating daily, which is necessary to capture new members as their membership expiry dates become relevant.
Option C using "Next Number of days" = 30 might incorrectly include members whose memberships expire in the next 30 days from the current date, not specifically at the end of the current month.

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