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Member Management Flashcards

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Read the first 7 Member Management flashcards as text
  1. A retail loyalty program wants to grant Silver-tier members access to an exclusive product catalog. Which Salesforce Loyalty Management feature enables tier-based access control to benefits?

    Answer: Member Benefits assigned to a Tier

    Member Benefits can be associated with specific tiers so that only members who achieve that tier level receive the defined perks or access.

  2. When enrolling a member programmatically via Salesforce APIs, which API action is typically invoked to initiate a member enrollment in Salesforce Loyalty Management?

    Answer: The Loyalty Management Connect API enrollment endpoint

    Salesforce Loyalty Management exposes a Connect API (Loyalty Management REST API) with specific enrollment endpoints designed for programmatic member creation.

  3. A member's tier is upgraded mid-year. When does the new tier's benefit set become active by default?

    Answer: Immediately upon tier upgrade

    By default in Salesforce Loyalty Management, tier upgrades take effect immediately, granting the member the new tier's benefits right away.

  4. Which object stores the history of a member's tier changes over time in Salesforce Loyalty Management?

    Answer: Member Tier History

    The Member Tier History object records each tier change for a Loyalty Program Member, including the previous tier, new tier, change date, and reason.

  5. A program manager wants members to retain their Gold tier status for a 3-month grace period even if their qualifying points drop below the threshold at renewal. What configuration supports this?

    Answer: Set a Tier Demotion Grace Period on the Tier Group

    A Tier Demotion Grace Period configured on the Tier Group allows members to retain their current tier temporarily after failing to re-qualify, giving them time to earn additional points.

  6. A loyalty program supports both individual consumer members and household group memberships. What Salesforce Loyalty feature allows points to be pooled across a household?

    Answer: Member Group functionality within Loyalty Management

    Member Groups in Salesforce Loyalty Management allow multiple individual members to pool their points and share benefits under a single group account.

  7. After a successful tier upgrade, which automated Salesforce tool is commonly used to notify the member via email in a Loyalty Management implementation?

    Answer: Record-Triggered Flow that sends an email action

    A Record-Triggered Flow on the Member Tier History object is the modern declarative approach to send tier upgrade notifications when a new tier history record is created.