Question # 1
The Member Services team wants to view the information of a member’s recent transactions and manual adjustments on the Contact record.
What are the two recommendations that an IT Administrator should suggest? |
A. Embed the ‘Member Summary Embedded Dashboard on the Contact record | B. Embed the Member Service Manager Home Dashboard on the Contact record | C. Add the ‘Transaction Journals’ related list to the Contact record | D. Add the ‘View Member Profile’ component on the Contact record |
A. Embed the ‘Member Summary Embedded Dashboard on the Contact record
C. Add the ‘Transaction Journals’ related list to the Contact record
Explanation: To provide the Member Services team with the information they need directly on the Contact record, the IT Administrator can take two main actions. Firstly, embedding the 'Member Summary Embedded Dashboard' on the Contact record allows the team to have a visual and comprehensive overview of a member's loyalty activities, including recent transactions and adjustments, directly within the context of the contact. This dashboard is specifically designed to aggregate and display relevant loyalty information, making it a suitable tool for quick insights.
Secondly, adding the 'Transaction Journals' related list to the Contact record enables the team to view detailed entries of each transaction and manual adjustment made by or for the member. This related list provides granular data about each activity, allowing for a deeper analysis and understanding of the member's loyalty interactions.
These recommendations are based on best practices for Salesforce Loyalty Management, ensuring that the team has access to both summarized and detailed loyalty information within their usual workflows, enhancing efficiency and providing a holistic view of member activities.
Question # 2
What are the three essential steps to establish a Loyalty promotion with Salesforce CDP and Marketing Cloud? Select three |
A. Transmit Loyalty Promotion Segments to Marketing Cloud | B. Automatically Generate a New Individual Relationship | C. Activate and Publish the Segment | D. Enable Connector Settings on all the Loyalty Objects E. Enable Service Connector for Promotion Escalations. |
A. Transmit Loyalty Promotion Segments to Marketing Cloud
C. Activate and Publish the Segment
D. Enable Connector Settings on all the Loyalty Objects E. Enable Service Connector for Promotion Escalations.
Explanation: To establish a Loyalty promotion with Salesforce CDP (Customer Data Platform) and Marketing Cloud, the three essential steps are:
Transmit Loyalty Promotion Segments to Marketing Cloud (A): This step involves sharing segmented data from Salesforce CDP to Marketing Cloud, enabling targeted marketing campaigns based on loyalty promotion criteria.
Activate and Publish the Segment (C): Once the segments are defined and populated with the relevant Loyalty Program Members, the segment needs to be activated and published to be used in campaigns and promotions within Marketing Cloud.
Enable Connector Settings on all the Loyalty Objects (D): This involves configuring the integration between Salesforce CDP, Loyalty Management, and Marketing Cloud by enabling the necessary connector settings, ensuring seamless data flow and communication between these platforms for the promotion.
Option B (Automatically Generate a New Individual Relationship) and E (Enable Service Connector for Promotion Escalations) are not directly related to the essential steps for establishing a loyalty promotion with Salesforce CDP and Marketing Cloud.
Question # 3
Ursa Major Solar has recently rolled out its Loyalty Program. The customer support agents need access to Loyalty Program Member's information. The System Administrator at Ursa Major Solar has placed the Loyalty Members Profile Cards on the Lightning Record Page, and all access is granted; however, it is still not visible on the page.
What setting is missing and preventing the visibility of the pages? |
A. Setup the Member Summary Embedded Dashboard | B. Setup the Member Preferences Embedded Dashboard | C. Setup the Loyalty Program as Primary | D. Setup the Member NPS Dashboard |
C. Setup the Loyalty Program as Primary
Explanation: In Salesforce Loyalty Management, visibility issues of components such as the Loyalty Members Profile Cards on the Lightning Record Page can often be traced back to configuration settings related to the Loyalty Program itself. While options A, B, and D mention various dashboards (Member Summary, Member Preferences, and Member NPS), these are not directly related to the visibility of profile cards on the Lightning Record Page.
The correct setting that is likely missing and preventing the visibility of the Loyalty Members Profile Cards is the configuration of the Loyalty Program as Primary. This setting is crucial because it defines which Loyalty Program is considered the main one for the organization.
Without setting a Loyalty Program as Primary, Salesforce might not properly display related components, such as the Loyalty Members Profile Cards, due to a lack of context about which program's information should be displayed.
In Salesforce, the concept of a "Primary" program is used in various contexts to denote the main or default record among multiple. Similarly, in the context of Loyalty Management, setting a Loyalty Program as Primary ensures that its related data and components are given precedence and are properly displayed in the user interface, including on Lightning Record Pages.
For reference, Salesforce documentation on Loyalty Management typically covers the setup and configuration of Loyalty Programs, including how to designate a program as Primary. Although the exact steps can vary based on the Salesforce release and customizations, administrators typically need to navigate to the Loyalty Management settings or related setup area, find the specific Loyalty Program configuration section, and select an option or checkbox to designate a program as the Primary Loyalty Program for the organization.
Question # 4
An administrator need to analyze the performance of the Loyalty Program.
What Loyalty Analyze permission does a System Administrator need to set up a customized? |
A. Loyalty Analytics User | B. CRM Analytics User | C. CLAAnalytics base admin | D. Data pipeline user |
A. Loyalty Analytics User
Explanation: To analyze the performance of the Loyalty Program, a System Administrator needs the 'Loyalty Analytics User' permission. This permission set grants access to the analytics and reporting features within Salesforce Loyalty Management, allowing the administrator to customize, view, and analyze data related to the loyalty program's performance, member engagement, and other key metrics.
Question # 5
Universal Containers (UC) has a Loyalty Program with a Loyalty Member Portal implemented using the Loyalty Experience Cloud template. UC is planning to launch a new Loyalty Program and wants to retain the same design and functionalities of the existing Loyalty Member Portal.
Which two steps should UC consider during the implementation of the new Loyalty Program? |
A. Assign the existing Loyalty Member Portal to the new Loyalty Program too. | B. Use existing Experience Cloud components to handle the same design and functionalities. | C. Create new Experience Cloud Components for the new Loyalty Member Portal. | D. Create a new Loyalty Member Portal and assign it to the new Loyalty Program. |
B. Use existing Experience Cloud components to handle the same design and functionalities.
D. Create a new Loyalty Member Portal and assign it to the new Loyalty Program.
Explanation: When implementing a new Loyalty Program while retaining the design and functionalities of an existing Loyalty Member Portal built with the Loyalty Experience Cloud template, Universal Containers should consider:
Option B: Utilizing existing Experience Cloud components to ensure consistency in design and functionality. This approach leverages the reusable nature of Experience Cloud components, allowing for efficient replication of the portal's look and feel without the need for extensive redevelopment.
Option D: Creating a new Loyalty Member Portal specifically for the new Loyalty Program. This ensures that the new program has a dedicated portal tailored to its unique requirements while maintaining the desired design and functionalities. This approach allows for customization and scalability, accommodating any programspecific features or requirements.
Reference: Salesforce Experience Cloud documentation emphasizes the reusability of components and the flexibility in creating multiple portals for different purposes, including Loyalty Programs.
Question # 6
Which set of features should a Consultant check before setting up expanded partner management? |
A. Growth license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies | B. Growth license, Prepaid Billing Type, Partner Transactions, Partner Conversion Factor O for Currencies | C. Advanced license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies | D. Advanced license, Partner Ledgers, Partner Transactions, Billing Type |
C. Advanced license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies
Explanation: Before setting up expanded partner management in Salesforce Loyalty Management, a Consultant should verify the following features are available:
Option C: An "Advanced" license, which typically provides a broader set of functionalities and capabilities within Salesforce applications, including Loyalty Management.
"PostPaid Billing Type," indicating the billing arrangement with partners, which is relevant for managing financial transactions within the Loyalty Program.
"Partner Ledgers," which are necessary for tracking financial transactions and point exchanges with partners.
"Partner Conversion Factor for Currencies," enabling the management of loyalty points and currency conversion across different geographies and partner locations.
These features collectively support the expanded management of partner relationships within the Loyalty Program, including financial transactions, point conversions, and international operations.
Reference: Salesforce Loyalty Management documentation on partner management provides insights into the features and configurations required for setting up and managing complex partner relationships within Loyalty Programs.
Question # 7
What are the three required steps in settings up Loyalty promotion with Salesforce CDP and Marketing Cloud? |
A. Send Loyalty Promotion Segments to marketing Cloud | B. Automatically Add a New Individual Relationship | C. Activating and Publishing the Segment | D. Enable Connector Settings on all the Loyalty Objects | E. Enable Service Connector for Promotion Escalations. |
A. Send Loyalty Promotion Segments to marketing Cloud
C. Activating and Publishing the Segment
E. Enable Service Connector for Promotion Escalations.
Explanation: Setting up a loyalty promotion with Salesforce CDP (Customer Data Platform) and Marketing Cloud involves several critical steps to ensure seamless integration and functionality. The first step, 'Send Loyalty Promotion Segments to Marketing Cloud,' involves identifying and segmenting your loyalty members in Salesforce CDP and then transferring these segments to Marketing Cloud for targeted marketing efforts. 'Activating and Publishing the Segment' is crucial as it makes the segment available for use within Marketing Cloud, allowing for personalized engagement with the segmented audience. Lastly, 'Enable Service Connector for Promotion Escalations' is essential for ensuring that any promotional activities or escalations are properly managed and communicated between Salesforce CDP, Loyalty Management, and Marketing Cloud, providing a cohesive experience across platforms.
Question # 8
Northern Trail Outfitters, wants to implement its new Loyalty Program. The Chief Marketing Officer wants to offer the following benefits to customers:
• Award points to the customer that can be redeemed for products in the store
• Gamify customers that spend the most to receive exclusive benefits.
What three elements should the Administrator configure? |
A. Set up one qualifying currency and a non-qualifying currency | B. Set up one qualifying currency | C. Set up a tier system based on a cumulative spending value | D. Set up vouchers for specific products | E. Set up promotions |
B. Set up one qualifying currency
C. Set up a tier system based on a cumulative spending value
E. Set up promotions
Explanation: For Northern Trail Outfitters' Loyalty Program offering, the Administrator should configure:
B: One qualifying currency to track points that can be redeemed for products.
C: A tier system based on cumulative spending to gamify and reward top spenders with exclusive benefits.
E: Promotions to create special offers or rewards that can enhance the Loyalty Program's appeal and engagement.
Reference: Salesforce Loyalty Management documentation outlines how to set up
currencies, tiers, and promotions to structure a comprehensive Loyalty Program tailored to specific business goals.
Question # 9
A company has recently rolled out a Loyalty Program in the production environment in the Monitor Workflow Services from Setup, the System Administrator noticed that all the Loyalty automations that have Data Processing Engine actions are failing, but the rest of the loyalty automations are working correctly. What is the root cause of this? |
A. The Default Workflow User is missing the Data Pipelines Base User permission set license | B. The Default Workflow User is missing the CLAAnalytics Base User permission set license | C. The Default Workflow User is missing the Loyalty Management permission set license | D. The Default Workflow User is missing the CLAAnalytics Base User permission set license |
B. The Default Workflow User is missing the CLAAnalytics Base User permission set license
Explanation: The root cause of the issue where all the Loyalty automations that have Data Processing Engine actions are failing is because the Default Workflow User is missing the CLAAnalytics Base User permission set license (B). This permission set license is essential for the Default Workflow User to execute actions related to the Data Processing Engine within Salesforce Loyalty Management. Without this permission set, the user lacks the necessary access rights to run these specific automations, leading to the observed failures. Salesforce documentation on Loyalty Management would provide guidance on setting up and troubleshooting automations, including the necessary permission sets for different actions.
Question # 10
A company has an existing Loyalty Program, and the marketing team wants to start awarding 10% discounts and 100 points to new members upon sign-up. What does the Program Administrator need to do for a new member to earn this promotion? |
A. Create a record triggered flow using Journal Type, Journal SubType, Transaction Journal, and Process O Member Benefit Action | B. Create a record triggered flow using Journal Type. Journal SubType, Transaction Journal. Credit Points action and Issue Voucher action | C. Create an autolaunched flow using Transaction Journal, Loyalty Ledger, and Get Loyalty Promotions for Transactions | D. Create an autolaunched flow using Journal Type. Journal SubType, Transaction Journal, Credit Points ° action, and Issue Voucher action |
B. Create a record triggered flow using Journal Type. Journal SubType, Transaction Journal. Credit Points action and Issue Voucher action
Explanation: To award new members with a 10% discount and 100 points upon sign-up, the Program Administrator should:
B: Create a record-triggered flow using Journal Type, Journal SubType, Transaction Journal, Credit Points action, and Issue Voucher action. This flow will automate the process of crediting points and issuing discount vouchers to new members as part of the promotion.
Reference: Salesforce documentation on automation with Flows provides a framework for setting up complex business processes, such as awarding promotional benefits to Loyalty Program members upon specific triggers like sign-up.
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