Practice Test Geeks(SLM) Salesforce Loyalty Management Certification Practice Test
← All SLM Flashcard Decks

Tier Management Flashcards

7 cards from real SLM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 Tier Management flashcards as text

  1. Which standard Salesforce Loyalty Management object tracks a member's current and historical tier assignments?

    Answer: Loyalty Member Tier

    The Loyalty Member Tier object stores a member's current and historical tier assignments, acting as the junction between the Loyalty Program Member and the Loyalty Program Tier objects.

  2. What is the purpose of the Tier Change Reason field on a Loyalty Member Tier record?

    Answer: To record the business justification for a manual tier change

    The Tier Change Reason field records why a member's tier was manually adjusted, providing an audit trail for customer service and compliance.

  3. When is a member's tier status most typically evaluated and potentially updated in Salesforce Loyalty Management?

    Answer: After each qualifying transaction is processed

    A member's tier status is evaluated after each qualifying transaction is processed, enabling real-time tier upgrades when the member's qualifying total meets the threshold.

  4. What does the Tier Expiry Date field on a Loyalty Member Tier record represent?

    Answer: The date the member's current tier status will end if not renewed

    The Tier Expiry Date marks when the member's current tier status will end, after which they must re-qualify or be downgraded to a lower tier.

  5. Which type of loyalty program allows members to qualify for tiers based on activities like social sharing, app check-ins, or workout completions rather than monetary spending?

    Answer: Engagement-Based Loyalty Program

    Engagement-Based Loyalty Programs allow members to earn tier qualification through non-purchase activities, making them ideal for brands focused on community building and behavior change.

  6. What is the recommended approach for manually upgrading a VIP customer to a higher tier outside the normal qualification cycle in Salesforce Loyalty Management?

    Answer: Update the Loyalty Member Tier record's tier lookup and enter a Tier Change Reason

    Manual tier overrides are performed by updating the Loyalty Member Tier record with the new tier assignment while documenting the reason via the Tier Change Reason field for auditability.

  7. In the context of Salesforce Loyalty Management, what is a Tier Benefit?

    Answer: A specific reward or privilege members receive by virtue of holding a certain tier status

    A Tier Benefit is a specific perk or privilege—such as free shipping, exclusive access, or bonus points—that members receive simply by holding a particular tier status.