Transaction Processing Flashcards
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Read the first 7 Transaction Processing flashcards as text
Which field on the Loyalty Member Currency record tracks the total points a member has accumulated that are still available for redemption?
Answer: Points Balance
The Points Balance field on the Loyalty Member Currency record reflects the current spendable points available to the member after accounting for accruals, redemptions, and expirations.
A transaction journal entry has a Journal Type of 'Points Reversal.' What event most likely triggered this record?
Answer: A returned purchase caused previously earned points to be withdrawn
A Journal Type of 'Points Reversal' is created when a purchase return or correction requires the withdrawal of previously accrued points from a member's balance.
In Loyalty Management, what is the purpose of the 'Escrow Points' feature during transaction processing?
Answer: To hold points in a pending state until a transaction is confirmed or a return window passes
Escrow Points temporarily hold accrued points in a pending state, preventing redemption until the transaction is confirmed (e.g., after a return window expires).
Which Loyalty Management flow type is used to process a member's points accrual triggered by an external POS system via API?
Answer: Real-Time Accrual Flow
Real-Time Accrual Flows process point awards triggered immediately by external systems such as POS terminals via Loyalty Management APIs.
A loyalty program uses a 'Points Multiplier' promotion. If a member earns a base rate of 1 point per $1 spent and the multiplier is 3x, how many points does the member earn on a $50 transaction?
Answer: 150
With a 3x multiplier applied to the base rate of 1 point per $1, the member earns 3 × $50 = 150 points on a $50 transaction.
Which API does Salesforce recommend for integrating external commerce platforms to process loyalty transactions in real time?
Answer: Loyalty Management Connect REST API
The Loyalty Management Connect REST API provides the endpoints needed for external systems to submit transactions, accrue points, and process redemptions in real time.
When configuring a transaction accrual rule, what does the 'Qualifying Amount' field represent?
Answer: The portion of the transaction total used to calculate points earned
The Qualifying Amount is the transaction value used as the basis for calculating how many points a member earns, and may exclude taxes, fees, or non-qualifying items.