Customer Data Management and Segmentation Flashcards
7 cards from real SLM practice questions. Tap to flip, then mark Knew It or Still Learning โ missed cards come back until you master them.
Read the first 7 Customer Data Management and Segmentation flashcards as text
In Salesforce Data Cloud, what is the role of 'Data Stream' when integrating customer data for loyalty segmentation?
Answer: It ingests and maps external data into Data Cloud objects
A Data Stream in Data Cloud is the configured pipeline that ingests data from a source connector and maps it to Data Cloud schema objects.
A loyalty admin needs to create a segment of Gold-tier members who have opted into email marketing. Which two objects would supply the required data fields?
Answer: Loyalty Program Member and Contact
Loyalty Program Member provides the tier information, while Contact holds the email opt-in preference for the member.
What is 'Qualifying Points' (QP) in Salesforce Loyalty Management?
Answer: Points that count toward tier status but are not redeemable
Qualifying Points accumulate to determine a member's eligibility for tier upgrades but cannot be used for redemptions.
A data architect wants to ensure that customer records from a new retail acquisition are correctly linked to existing loyalty profiles. Which Data Cloud capability handles this?
Answer: Identity Resolution Ruleset
An Identity Resolution Ruleset defines the matching and reconciliation rules that merge incoming records with existing unified profiles.
In a loyalty program, a 'Tier Group' is best described as:
Answer: A grouping of tier definitions within a loyalty program
A Tier Group organizes the set of tiers (e.g., Silver, Gold, Platinum) that define the hierarchy within a loyalty program.
Which Salesforce Loyalty Management feature allows businesses to assign different earning rules to specific customer segments or member tiers?
Answer: Promotion with Eligibility Rules
Promotions with Eligibility Rules let admins restrict who qualifies for specific earning or bonus rules based on tier, segment, or other criteria.
When a customer enrolls in a loyalty program via a mobile app, which field on the Loyalty Program Member record captures the enrollment source?
Answer: Enrollment Channel
The Enrollment Channel field records how and where a member joined the program, such as a mobile app, web, or in-store.