Practice Test Geeks(SLM) Salesforce Loyalty Management Certification Practice Test
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Program Configuration Flashcards

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  1. When configuring a Loyalty Program in Salesforce, which object serves as the top-level container that links all program components together?

    Answer: Loyalty Program

    The Loyalty Program object is the top-level container that connects tiers, partners, currencies, and member records.

  2. A loyalty admin needs to allow members to earn points at a partner's retail stores without those stores being Salesforce users. What configuration approach should they use?

    Answer: Configure a Loyalty Program Partner with an associated Partner Account

    A Loyalty Program Partner linked to a Partner Account allows external businesses to participate in point accrual without needing Salesforce user licenses.

  3. Which Loyalty Management setting controls the lifespan of earned points before they become invalid?

    Answer: Points Expiration Policy

    The Points Expiration Policy on the Loyalty Currency defines when accumulated points expire for program members.

  4. In Salesforce Loyalty Management, what is the purpose of a 'Non-Qualifying Points' currency type?

    Answer: Points that can be redeemed but do not count toward tier advancement

    Non-Qualifying Points (NQP) can be redeemed for rewards but are excluded from tier progression calculations.

  5. A program manager wants members to automatically move to a lower tier if they don't maintain their spending threshold. Which configuration enables this?

    Answer: Tier Demotion Rule within the Tier Group

    Tier Demotion Rules configured on the Tier Group define the conditions and timing for downgrading a member's tier.

  6. When setting up multiple Loyalty Currencies within a single program, which field on the currency record differentiates Qualifying Points from Redeemable Points?

    Answer: Currency Type

    The Currency Type field (e.g., Qualifying Points, Non-Qualifying Points, Redeemable Currency) determines the role each currency plays in the program.

  7. Which Salesforce Loyalty Management feature lets an admin define a fixed number of points awarded per transaction regardless of the transaction amount?

    Answer: Fixed Value Accrual Rule

    A Fixed Value Accrual Rule awards a set point amount per qualifying transaction, independent of the monetary value spent.