SLM Tier Management 1 — Questions and Answers
Question 1: In Salesforce Loyalty Management, which object defines the individual levels (e.g., Silver, Gold, Platinum) within a loyalty program?
- Loyalty Member Tier
- Loyalty Tier Group
- Loyalty Program Tier (Correct answer)
- Program Level Record
Correct answer: Loyalty Program Tier
Loyalty Program Tier is the standard Salesforce object that defines individual named tier levels within a loyalty program's hierarchy.
Question 2: What is the primary purpose of a Tier Group in Salesforce Loyalty Management?
- To group members by purchase history
- To organize multiple tiers and define the tier qualification framework (Correct answer)
- To define available rewards at each tier level
- To segment customers by geographic region
Correct answer: To organize multiple tiers and define the tier qualification framework
A Tier Group organizes multiple related tiers into a logical grouping and governs how members qualify for and maintain their tier status.
Question 3: Which field on a Loyalty Program Tier record sets the minimum qualifying requirement a member must reach to achieve that tier?
- Minimum Tier Points
- Qualifying Threshold
- Tier Qualification Base
- Lower Bound (Correct answer)
Correct answer: Lower Bound
The Lower Bound field defines the minimum qualifying points or activity count a member must accumulate to achieve a given tier.
Question 4: What is the key difference between qualifying points and non-qualifying points in Salesforce Loyalty Management?
- Qualifying points can be redeemed; non-qualifying points cannot
- Qualifying points count toward tier status; non-qualifying points count only toward the rewards balance (Correct answer)
- Qualifying points expire annually; non-qualifying points do not expire
- Qualifying points are earned from purchases only; non-qualifying points are earned from referrals only
Correct answer: Qualifying points count toward tier status; non-qualifying points count only toward the rewards balance
Qualifying points (tier points) determine a member's tier status, while non-qualifying points accumulate in the rewards balance without affecting tier standing.
Question 5: What typically happens to a member's qualifying point balance immediately after they are upgraded to a higher tier in Salesforce Loyalty Management?
- It resets to zero to begin the new tier's qualification cycle (Correct answer)
- It carries over fully into the new tier period
- It converts automatically to non-qualifying reward points
- It doubles as a tier upgrade achievement bonus
Correct answer: It resets to zero to begin the new tier's qualification cycle
After a tier upgrade, the qualifying point balance resets to zero so the member starts fresh in the new tier's qualification period.
Question 6: In Salesforce Loyalty Management, which qualification period model ties all members' tier periods to a shared program calendar year rather than their individual enrollment dates?
- Anniversary Model
- Fixed Model (Correct answer)
- Rolling Window Model
- Standard Tier Model
Correct answer: Fixed Model
The Fixed Model ties all members' tier qualification periods to a shared program calendar (e.g., January 1 through December 31) rather than each member's personal enrollment date.
Question 7: When a member fails to meet tier qualification requirements at the end of a qualification period in Salesforce Loyalty Management, what happens to their tier status?
- They are immediately removed from the loyalty program
- They are downgraded to the next lower tier or the base tier (Correct answer)
- They retain their current tier for one additional grace period automatically
- They receive a warning notification with no immediate tier change
Correct answer: They are downgraded to the next lower tier or the base tier
Failing to meet tier qualification requirements results in the member being downgraded to the next lower tier or to the base tier, depending on program configuration.
SLM Tier Management 1
In Salesforce Loyalty Management, which object defines the individual levels (e.g., Silver, Gold, Platinum) within a loyalty program?