Salesforce-Loyalty-Management Practice Test

Salesforce Spring 25 Release -
Updated On 18-Sep-2025

104 Questions

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.

What are the three required steps in settings up Loyalty promotion with Salesforce CDP and Marketing Cloud?

A. Send Loyalty Promotion Segments to marketing Cloud

B. Automatically Add a New Individual Relationship

C. Activating and Publishing the Segment

D. Enable Connector Settings on all the Loyalty Objects

E. Enable Service Connector for Promotion Escalations.

A.   Send Loyalty Promotion Segments to marketing Cloud
C.   Activating and Publishing the Segment
E.   Enable Service Connector for Promotion Escalations.

Explanation: Setting up a loyalty promotion with Salesforce CDP (Customer Data Platform) and Marketing Cloud involves several critical steps to ensure seamless integration and functionality. The first step, 'Send Loyalty Promotion Segments to Marketing Cloud,' involves identifying and segmenting your loyalty members in Salesforce CDP and then transferring these segments to Marketing Cloud for targeted marketing efforts. 'Activating and Publishing the Segment' is crucial as it makes the segment available for use within Marketing Cloud, allowing for personalized engagement with the segmented audience. Lastly, 'Enable Service Connector for Promotion Escalations' is essential for ensuring that any promotional activities or escalations are properly managed and communicated between Salesforce CDP, Loyalty Management, and Marketing Cloud, providing a cohesive experience across platforms.

Northern Trail Outfitters, wants to implement its new Loyalty Program. The Chief Marketing Officer wants to offer the following benefits to customers:
• Award points to the customer that can be redeemed for products in the store
• Gamify customers that spend the most to receive exclusive benefits.
What three elements should the Administrator configure?

A. Set up one qualifying currency and a non-qualifying currency

B. Set up one qualifying currency

C. Set up a tier system based on a cumulative spending value

D. Set up vouchers for specific products

E. Set up promotions

B.   Set up one qualifying currency
C.   Set up a tier system based on a cumulative spending value
E.   Set up promotions

Explanation: For Northern Trail Outfitters' Loyalty Program offering, the Administrator should configure:
B: One qualifying currency to track points that can be redeemed for products.
C: A tier system based on cumulative spending to gamify and reward top spenders with exclusive benefits.
E: Promotions to create special offers or rewards that can enhance the Loyalty Program's appeal and engagement.
Reference: Salesforce Loyalty Management documentation outlines how to set up currencies, tiers, and promotions to structure a comprehensive Loyalty Program tailored to specific business goals.

A company has recently rolled out a Loyalty Program in the production environment in the Monitor Workflow Services from Setup, the System Administrator noticed that all the Loyalty automations that have Data Processing Engine actions are failing, but the rest of the loyalty automations are working correctly. What is the root cause of this?

A. The Default Workflow User is missing the Data Pipelines Base User permission set license

B. The Default Workflow User is missing the CLAAnalytics Base User permission set license

C. The Default Workflow User is missing the Loyalty Management permission set license

D. The Default Workflow User is missing the CLAAnalytics Base User permission set license

B.   The Default Workflow User is missing the CLAAnalytics Base User permission set license

Explanation: The root cause of the issue where all the Loyalty automations that have Data Processing Engine actions are failing is because the Default Workflow User is missing the CLAAnalytics Base User permission set license (B). This permission set license is essential for the Default Workflow User to execute actions related to the Data Processing Engine within Salesforce Loyalty Management. Without this permission set, the user lacks the necessary access rights to run these specific automations, leading to the observed failures. Salesforce documentation on Loyalty Management would provide guidance on setting up and troubleshooting automations, including the necessary permission sets for different actions.

A company has an existing Loyalty Program, and the marketing team wants to start awarding 10% discounts and 100 points to new members upon sign-up. What does the Program Administrator need to do for a new member to earn this promotion?

A. Create a record triggered flow using Journal Type, Journal SubType, Transaction Journal, and Process O Member Benefit Action

B. Create a record triggered flow using Journal Type. Journal SubType, Transaction Journal. Credit Points action and Issue Voucher action

C. Create an autolaunched flow using Transaction Journal, Loyalty Ledger, and Get Loyalty Promotions for Transactions

D. Create an autolaunched flow using Journal Type. Journal SubType, Transaction Journal, Credit Points ° action, and Issue Voucher action

B.   Create a record triggered flow using Journal Type. Journal SubType, Transaction Journal. Credit Points action and Issue Voucher action

Explanation: To award new members with a 10% discount and 100 points upon sign-up, the Program Administrator should:
B: Create a record-triggered flow using Journal Type, Journal SubType, Transaction Journal, Credit Points action, and Issue Voucher action. This flow will automate the process of crediting points and issuing discount vouchers to new members as part of the promotion.
Reference: Salesforce documentation on automation with Flows provides a framework for setting up complex business processes, such as awarding promotional benefits to Loyalty Program members upon specific triggers like sign-up.

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