Member Management Flashcards
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Read the first 7 Member Management flashcards as text
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.
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.
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.
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.
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.
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.
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.