QUESTION: 29

What three facts should the administrator consider when creating and managing member groups?

Groups are associate with tiers.
Accrual type transactions associated with a group can be canceled.
Qualifying points can't be transferred to a group.
Vouchers can't be issued to groups.
Promotions can't offered to groups.

Answer(s): B,C,D

Explanation:

When creating and managing member groups in Salesforce Loyalty Management, administrators should consider the following key facts:
Groups are associated with tiers (A): This statement is not necessarily true as groups can be created for various purposes, not just tied to specific tiers. Groups can be used to segment members for targeted promotions, communications, or benefits irrespective of their tier status. Accrual type transactions associated with a group can be canceled (B): This is an important consideration as it implies that transactions contributing to a group's accrual points can be adjusted or canceled if necessary, affecting the group's total points and potentially members' benefits. Qualifying points can't be transferred to a group (C): This is a critical consideration because it highlights the limitation that individual member's qualifying points cannot be directly transferred into a group's pool of points. This ensures the integrity of qualifying points for tier progression and other individual benefits.
Vouchers can't be issued to groups (D): This is another important consideration.
While individual members within a group can receive vouchers, a voucher cannot be issued at the group level. This ensures that benefits are tailored and distributed to individual members, maintaining personalization in the loyalty program.
Promotions can't be offered to groups (E): This statement is incorrect. Promotions can indeed be targeted at specific groups, allowing for more tailored marketing efforts and member engagement strategies within the loyalty program.
References to Salesforce documentation on Loyalty Management would provide detailed guidelines on how to effectively create, manage, and leverage member groups within a loyalty program, ensuring that administrators are well-informed of these considerations.

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QUESTION: 30

An upset customer calls Universal Containers about the free t-shirt they were supposed to receive when enrolling in its program. The support agent verifies that the t-shirt is out of stock and decides to compensate the customer with a 50% discount valid for one year.
What should the agent do to ensure the customer receives the 50% discount?

Use the "issue Voucher" flow template.
Activate the voucher assignment batch.
Use Issue voucher from the Loyalty Program Member page.
Assign a voucher definition from the customer's Loyalty Program Member.

Answer(s): A

Explanation:

When a support agent needs to compensate a customer with a 50% discount for an out-of-stock item, such as the free t-shirt in this scenario, the best course of action within Salesforce Loyalty Management is to use the "Issue Voucher" flow template (A). Use the "Issue Voucher" flow template: This flow template is designed to streamline the process of issuing vouchers directly to loyalty program members. It allows for the customization of the voucher's value, conditions, and validity, making it an ideal solution for offering a 50% discount valid for one year to the upset customer.
The options B, C, and D, such as activating the voucher assignment batch, issuing a voucher from the

Loyalty Program Member page, or assigning a voucher definition from the customer's Loyalty Program Member page, are not as straightforward or appropriate for this specific customer service scenario. The "Issue Voucher" flow template is explicitly designed for such cases, providing a guided, efficient, and customer-centric approach to voucher issuance. The official Salesforce documentation on Loyalty Management provides detailed instructions and best practices on using flow templates, including the "Issue Voucher" flow, to enhance customer experience and satisfaction within a loyalty program.

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QUESTION: 31

In which two scenarios should an Administrator use member engagement attributes?

Member is eligible for `Bonus days" if the member constantly speeds more than $500 each month for a year.
Member attends three trainings between March 1st and April 30th to get 200 bonus points.
Member buys apparel online and gets 400 bonus points if the member belongs to Gold Tier only.
Member enrolls in "welcome aboard" promotion for free surprise gift every quarter.

Answer(s): A,B

Explanation:

In Salesforce Loyalty Management, member engagement attributes are used to track and reward customer behaviors that are not directly tied to transactions. In the scenarios provided:
Member is eligible for `Bonus days" if the member constantly spends more than $500 each month for a year (A): This scenario is ideal for using member engagement attributes to track consistent high spending over a year. The attributes can be used to monitor monthly spending and, once the criteria are met, trigger the bonus days reward.
Member attends three trainings between March 1st and April 30th to get 200 bonus points (B): This is another perfect use case for member engagement attributes. The attributes can be set to track participation in specific events (like training sessions) and award points when the member meets the attendance requirement.
Member buys apparel online and gets 400 bonus points if the member belongs to Gold Tier only (C):
This scenario is more about transactional behavior combined with tier status, which might not necessarily require the use of engagement attributes. Instead, this could be managed through regular transactional rules and tier benefits.
Member enrolls in "welcome aboard" promotion for free surprise gift every quarter (D): While engagement attributes could potentially track enrollment in promotions, this scenario seems more straightforward and could be managed through the promotion and voucher functionalities in Salesforce Loyalty Management without the need for engagement attributes. Engagement attributes are particularly useful for tracking non-purchase behaviors and engagements, providing a flexible tool to reward members for a wide range of activities, enhancing their loyalty and engagement with the program. The Salesforce Loyalty Management documentation provides extensive guidance on configuring and using member engagement attributes effectively.

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QUESTION: 32

Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the Loyalty program. The consultant needs to add a program partner.
Which fields are required to set up a partner?

Name, Partnership Start Data, Industry, Status, Billing Type
Name, Program, Program Partnership Category, Type, Billing Type
Name, Partnership Start Data, Billing Type, Status, Type D, Name, Partnership Start Data, Industry, Status, Type

Answer(s): B

Explanation:

When adding a program partner in Salesforce Loyalty Management, the required fields include:
Name, Program, Program Partnership Category, Type, Billing Type (B): This combination of fields ensures that a program partner is properly defined and categorized within the Loyalty Management system.
Name: Identifies the partner within the loyalty program. Program: Links the partner to a specific loyalty program. Program Partnership Category: Categorizes the partner according to the nature of the partnership (e.g., accrual, redemption).
Type: Defines the nature of the partnership, such as whether the partner is involved in point accrual, redemption, or both.
Billing Type: Specifies how the partner is billed, which could be related to transaction fees, membership fees, or other financial arrangements.
Options A, C, and D include fields like "Partnership Start Data," "Industry," and "Status," which, while important, are not the core required fields for initially setting up a program partner in Salesforce Loyalty Management.
Salesforce Loyalty Management documentation provides comprehensive details on setting up program partners, including the required fields and best practices for managing partnerships to enhance member engagement and program value.

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