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Tier Management Flashcards

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Read the first 7 Tier Management flashcards as text
  1. In Salesforce Loyalty Management, which object defines the individual levels (e.g., Silver, Gold, Platinum) within a loyalty program?

    Answer: Loyalty Program Tier

    Loyalty Program Tier is the standard Salesforce object that defines individual named tier levels within a loyalty program's hierarchy.

  2. What is the primary purpose of a Tier Group in Salesforce Loyalty Management?

    Answer: To organize multiple tiers and define the tier qualification framework

    A Tier Group organizes multiple related tiers into a logical grouping and governs how members qualify for and maintain their tier status.

  3. Which field on a Loyalty Program Tier record sets the minimum qualifying requirement a member must reach to achieve that tier?

    Answer: Lower Bound

    The Lower Bound field defines the minimum qualifying points or activity count a member must accumulate to achieve a given tier.

  4. What is the key difference between qualifying points and non-qualifying points in Salesforce Loyalty Management?

    Answer: Qualifying points count toward tier status; non-qualifying points count only toward the rewards balance

    Qualifying points (tier points) determine a member's tier status, while non-qualifying points accumulate in the rewards balance without affecting tier standing.

  5. What typically happens to a member's qualifying point balance immediately after they are upgraded to a higher tier in Salesforce Loyalty Management?

    Answer: It resets to zero to begin the new tier's qualification cycle

    After a tier upgrade, the qualifying point balance resets to zero so the member starts fresh in the new tier's qualification period.

  6. In Salesforce Loyalty Management, which qualification period model ties all members' tier periods to a shared program calendar year rather than their individual enrollment dates?

    Answer: Fixed Model

    The Fixed Model ties all members' tier qualification periods to a shared program calendar (e.g., January 1 through December 31) rather than each member's personal enrollment date.

  7. When a member fails to meet tier qualification requirements at the end of a qualification period in Salesforce Loyalty Management, what happens to their tier status?

    Answer: They are downgraded to the next lower tier or the base tier

    Failing to meet tier qualification requirements results in the member being downgraded to the next lower tier or to the base tier, depending on program configuration.