Integration and Automation Flashcards

A Loyalty Management automation needs to expire points that have not been used within 12 months. Which Salesforce tool is most appropriate?

Answer: Scheduled Flow running monthly to evaluate expiry rules

A Scheduled Flow running on a defined cadence can evaluate point age across all members and invoke expiry actions without requiring external triggers.

Which approach ensures that a partner's POS system receives immediate confirmation that a Loyalty redemption was successfully processed?

Answer: Synchronous REST API call returning a success response in the same transaction

A synchronous REST API call returns the success or failure response immediately within the same HTTP transaction, giving the POS system real-time confirmation.

When building a custom Loyalty Management integration, which Salesforce object represents the link between a Contact and a specific Loyalty Program?

Answer: LoyaltyProgramMember

The LoyaltyProgramMember object joins a Contact or Account to a specific Loyalty Program, storing membership status, tier, and associated currency balances.

A travel company uses an external data warehouse to store historical transaction data. Which Salesforce feature allows querying this data within Loyalty Management flows without importing it?

Answer: Salesforce Connect with an external object

Salesforce Connect creates external objects that map to external data sources, enabling SOQL queries against the external warehouse directly within Salesforce.

Which authentication mechanism is required when a Loyalty Management integration uses a Named Credential to call an external reward fulfillment service?

Answer: OAuth 2.0 or Basic Auth configured within the Named Credential definition

Named Credentials store authentication details (OAuth 2.0, Basic Auth, or certificates) securely, and the configured protocol is used automatically when the Named Credential is referenced in callouts.

In Salesforce Loyalty Management, which mechanism allows business rules to be evaluated automatically when a transaction journal entry is created by an external system via API?

Answer: Loyalty Engine rule processing triggered post-insert

The Loyalty Engine evaluates configured accrual and redemption rules automatically after a TransactionJournal record is created, regardless of whether it was inserted via API or UI.

A loyalty administrator wants to test a new automated tier promotion Flow in a sandbox before deploying to production. Which deployment tool preserves Flow metadata accurately?

Answer: Salesforce CLI (sf) with a package.xml including Flow metadata

Salesforce CLI with a package.xml file retrieves and deploys Flow metadata accurately between orgs, preserving all configurations and version history.