Transaction Processing Flashcards
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Read the first 7 Transaction Processing flashcards as text
A member attempts to redeem more points than their current available balance. What is the expected system behavior in Salesforce Loyalty Management?
Answer: The redemption is rejected and an error is returned
Salesforce Loyalty Management rejects redemption requests that exceed the member's available points balance and returns an error to prevent overdrafts.
Which Loyalty Management record should be created first before a Transaction Journal can be associated with a program member?
Answer: Loyalty Program Member
A Loyalty Program Member record must exist before Transaction Journals can be linked to an individual, as it represents the member's enrollment in the program.
In Salesforce Loyalty Management, what is a 'Non-Qualifying Activity' in the context of transaction processing?
Answer: A transaction that earns points but does not count toward tier status
Non-Qualifying Activities earn loyalty currency (spendable points) but the associated spend does not count toward the member's qualifying spend for tier advancement.
A loyalty program administrator needs to cancel a pending Transaction Journal that has not yet been posted. Which action should they perform?
Answer: Change the Status to 'Cancelled'
Changing the Status field on the Transaction Journal to 'Cancelled' voids the pending transaction without permanently deleting the audit record.
Which Salesforce Loyalty Management feature allows different point accrual rates to be applied based on a member's tier level?
Answer: Tier Benefit Accrual Multipliers
Tier Benefit Accrual Multipliers allow higher-tier members to earn points at an elevated rate compared to base-tier members, rewarding loyalty program engagement.
When processing a transaction via the Loyalty Management API, which parameter ensures idempotency and prevents duplicate point awards?
Answer: ReferenceNumber
The ReferenceNumber parameter serves as the idempotency key, ensuring the same external transaction is not processed more than once even if the API call is retried.
A loyalty program tracks both 'Qualifying Points' and 'Non-Qualifying Points' for each member. What is the primary use of Qualifying Points?
Answer: They determine a member's tier status and advancement
Qualifying Points accumulate toward tier thresholds and determine whether a member advances, maintains, or is downgraded in their loyalty tier.