Practice Test Geeks(SLM) Salesforce Loyalty Management Certification Practice Test
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Member Management Flashcards

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  1. A Loyalty Program allows members to transfer points to another member. Which transaction type is used to record the deduction from the sender's account?

    Answer: Points Transfer Debit

    A Points Transfer Debit transaction records the outgoing points from the sender's Member Currency balance during a member-to-member transfer.

  2. Which Salesforce Loyalty Management feature allows a program to automatically downgrade a member's tier if their qualifying points fall below the threshold during the assessment period?

    Answer: Automatic Tier Assessment

    Automatic Tier Assessment evaluates qualifying points against tier thresholds at the end of the reset period and adjusts tier status accordingly, including downgrades.

  3. A member redeems 500 points for a discount voucher. Which two records are created as a result of this redemption in Salesforce Loyalty Management?

    Answer: A Voucher record and a Transaction Journal entry

    A redemption creates a Voucher record (representing the reward) and a Transaction Journal entry that debits the member's point balance.

  4. What is the purpose of the 'Qualifying Points' currency type versus 'Non-Qualifying Points' in Salesforce Loyalty Management?

    Answer: Qualifying Points count toward tier advancement; Non-Qualifying Points do not

    Qualifying Points accumulate toward meeting tier thresholds for tier upgrades, while Non-Qualifying Points (like bonus points) contribute to balance but not tier status.

  5. A loyalty program administrator wants to manually award bonus points to a member as a goodwill gesture after a poor service experience. Which process should they use?

    Answer: Issue a Points Adjustment transaction with type 'Credit'

    A Points Adjustment transaction of type Credit is the proper way to award ad-hoc bonus points while maintaining a full audit trail in the Transaction Journal.

  6. Which standard field on the Transaction Journal indicates whether a transaction contributed to a member's tier qualification?

    Answer: Is Qualifying Transaction

    The 'Is Qualifying Transaction' checkbox on Transaction Journal determines if the associated points count toward the member's tier qualification threshold.

  7. A member's non-qualifying points are set to expire after 18 months of account inactivity. Which component in Salesforce Loyalty Management enforces this expiration?

    Answer: Points Expiration Policy defined on the Loyalty Program Currency

    Points Expiration Policy is configured on the Loyalty Program Currency record and controls how and when different currency types expire for members.