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Salesforce AP-212 Exam Syllabus Topics:

SectionObjectives
Loyalty Management Fundamentals- Core concepts of loyalty programs
  • 1. Member lifecycle management
    • 2. Points, tiers, and rewards model
      Data Model and Integration- Loyalty data architecture
      • 1. Integration with Salesforce platform services
        • 2. Standard objects and relationships
          Reporting and Analytics- Loyalty performance tracking
          • 1. Member behavior insights
            • 2. Dashboards and reports
              Engagement and Promotions- Campaign and promotion setup
              • 1. Targeted loyalty promotions
                • 2. Event-based rewards triggers
                  Program Setup and Configuration- Tier management
                  • 1. Tier qualification rules
                    • 2. Tier benefits assignment
                      - Loyalty program structure
                      • 1. Redemption rules configuration
                        • 2. Earning rules configuration
                          Member and Account Management- Member enrollment and profiles
                          • 1. Member status tracking
                            • 2. Account linking and identity management

                              Salesforce Loyalty Management Accredited Professional Sample Questions:

                              1. An Administrator needs to analyze the performance of the Loyalty Program.
                              What Loyalty Analytics permission does a System Administrator need to set up and customize?

                              A) CRM Analytics User
                              B) Loyalty Analytics User
                              C) CLAAnalytics Base Admin
                              D) Data Pipeline User


                              2. A loyalty Program would like to set up a new process where a push notification or email will be sent to the client immediately after a voucher is added to their member account within Salesforce Marketing Cloud.
                              The notification message will require the "first name" and the "membership number" to personalize the message and, a custom object named
                              "voucher issued" with the necessary data attributes.
                              Which option for the entry event should be selected as the preferred implementation approach that can meet the requirements with the least amount of development effort?

                              A)

                              B)

                              C)

                              D)


                              3. Universal Containers (UC) plans to implement Salesforce Loyalty Management for a new Loyalty program; however, its operations team remains skeptical about the Loyalty solutions, such as rules, processes, and benefit types.
                              Which option should UC consider when planning its implementation to ensure staff is helping to boost adoption and engagement?

                              A) Define a strategy led by marketing and involving the finance team.
                              B) Define a strategy led by marketing and involving the analytics team.
                              C) Define a company-wide initiative, including an operations team.
                              D) Describe the initiative to the Chief Marketing Officer team for their approval


                              4. Which Loyalty Management Key Component should be used to quickly aggregate a high volume of data spread across many Loyalty Management objects?

                              A) Batch Management
                              B) Data Processing Engine
                              C) Decision Table
                              D) Quick Actions


                              5. An airline's Loyalty program offers several ways to accrue points, including:
                              * Enrollment Bonus
                              * Member Referral
                              * Flight Purchase
                              * Additional information on the member profile.
                              The Salesforce Administrator must classify the different accrual transaction journals.
                              What should the administrator configure to meet these requirements?

                              A) Create a Journal Type for each case.
                              B) Create a custom field on Loyalty Ledger object
                              C) Create a custom field on transaction journal object
                              D) Create a Journal Subtype for each case.


                              Solutions:

                              Question # 1
                              Answer: B
                              Question # 2
                              Answer: C
                              Question # 3
                              Answer: C
                              Question # 4
                              Answer: B
                              Question # 5
                              Answer: A

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