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Salesforce Salesforce-Loyalty-Management Exam Prep
Salesforce Loyalty Management Accredited Professional (Page 4 )

Updated On: 23-Aug-2026
Page 4 of 22
PDF with 104 Questions

Universal Container have a points-based Loyalty Program and a B2C commerce website built with a Commerce built with a Commerce Cloud solution; the clients orders are already synchronized with Loyalty Management. With the every purchase, Loyalty members will earn points. The Directory wants to have traceability of every order transaction on the Loyalty Management app.
What does the Salesforce Administrator have to do?

  1. Use standard Order Lookup on the Loyalty Ledger object
  2. Create a custom text field in Transaction Journal object to save the order purchased by the client.
  3. Use the standard Order Lookup of the Transaction Journal Object
  4. Create a custom Lookup field in Transaction Journal object to save the order purchased by the Loyalty member.

Answer(s): C

Explanation:

For traceability of every order transaction in the Loyalty Management app, the Salesforce Administrator should utilize the standard Order Lookup field of the Transaction Journal Object. This field is designed to create a direct relationship between a loyalty transaction and the corresponding commerce order, enabling clear visibility and tracking of how each order impacts loyalty points and member accounts. This setup ensures that every purchase made by Loyalty members that earns points is directly linked and traceable in the Loyalty Management application, facilitating easier tracking and management of member transactions.



What is the most efficient way to automatically reset qualifying points for high volume Loyalty Programs?

  1. The reset period is defined at the Tier Group level; Loyalty Management will automatically process it every night to ensure efficient point calculation
  2. Use the out-of-the-box `Reset Qualifying Points" data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow.
  3. Create Schedule-Triggered Flow that to be executed every night This flow will scan the expired reset Period at the Group Level and rese the points using the out-of-the-box Reset point flow action
  4. Develop an Apex Time Trigger to scan all Member Currencies and reset Qualifying points every time a reset period has expire

Answer(s): B

Explanation:

The most efficient way to automatically reset qualifying points for high-volume Loyalty Programs is to use the out-of-the-box `Reset Qualifying Points' data processing engine and trigger its execution using, for instance, a Schedule-Triggered Flow. This method leverages Salesforce's built-in capabilities to manage the reset process without the need for custom code. The data processing engine is designed to handle large volumes of data efficiently, ensuring that the points reset process is completed accurately and timely across all relevant member accounts.



Universal container launched a Loyalty Program. The salesforce Administrator to..... to create a private portal for the Loyalty Program.
What is the last step the Salesforce Administrator must complete?

  1. Associate the Loyalty Program with the site
  2. Activate the Experience Cloud site
  3. Add the relevant Experience Cloud components to the pages
  4. Create the Experience Cloud site

Answer(s): B

Explanation:

The last step the Salesforce Administrator must complete to create a private portal for the Loyalty Program using Experience Cloud is to activate the Experience Cloud site. Activation is the final step that makes the site accessible to users. Once the site is activated, members can access the portal, where they can engage with the Loyalty Program, view their points and tiers, and take advantage of program benefits. Activation is crucial as it transitions the site from a development or staging phase to a live environment.



A Consultant will need to create a new voucher definition for a new voucher, wherever the new voucher has the requirements.
A total of two vouchers will be issued to the member. The first voucher has a face value of $100, and the second voucher has a face value of $200. Both vouchers must be used within three months after the first voucher's disbursement date. The first voucher will be issued to the members over a period of a month.
Which voucher definition settings will fulfill the new voucher's requirements?

  1. Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Checked
  2. Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Unchecked
  3. Type: Fixed valued, Expiration Type: Period, Expiration Period: 90, expiration Period Unit Month, Face Value: $300, Partial Redeemable: Checked
  4. Type: Fixed valued, Expiration Type: Period, Expiration Period: 3, expiration Period Unit Month, Face Value: $300, Partial Redeemable: UnChecked

Answer(s): A

Explanation:

To fulfill the new voucher's requirements, the voucher definition settings should be: Type: Fixed Value, Expiration Type: Period, Expiration Period: 3, Expiration Period Unit: Month, Face Value: $300, Partial Redeemable: Checked. This configuration ensures that two vouchers with the specified face values can be issued within the defined period and used within three months after the first voucher's disbursement date. The 'Partial Redeemable' option allows the vouchers to be used partially, providing flexibility in how they are redeemed by the members.



The Loyalty Administrator for Northern Trail Outfitters (NTO) insider program defines tier groups- Status Tier Group with a Fixed model and period of one year. The three tier are defined =Silver (base), Golden (next tier), and Platinum (the highest tier)

Extend Expiration for this tier group is Qualifying Points Reset Date. A member joins NTO insider in the Silver tier and, after a year of engagement, gets upgraded to the Gold tier on March 16 2023.
Which date would be the new Expiry date or this member after the tier is upgraded to Gold?

  1. December 31, 2024
  2. March 31 2024
  3. December 31, 2023
  4. March 16, 2020.

Answer(s): B

Explanation:

The new expiry date for the member after being upgraded to the Gold tier would be March 31, 2024. In Salesforce Loyalty Management, when a member is upgraded to a new tier, the expiry date is set based on the tier's fixed model and period. Since the member was upgraded on March 16, 2023, and the period is one year, the new expiry date aligns with the end of the month following the one-year anniversary of the upgrade, which is March 31, 2024.



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