Salesforce Salesforce-Loyalty-Management - Salesforce Loyalty ManagementAccredited Professional Exam (SP25)

To enable users to access a new analytics app, it's crucial to assign them the appropriate roles and permission sets. Assigning user access to the analytics for Loyalty role ensures that users are granted the necessary permissions to view and interact with the Loyalty analytics content. This role is designed to encompass the permissions required for accessing and analyzing Loyalty-specific data.

Additionally, assigning user access to permission sets for analytics for Loyalty is an effective way to provide access. Permission sets offer a flexibleand granular approach to managing user permissions, allowing Administrators to specify the exact capabilitieseach user should have within the analytics app. This method ensures that users have access to the appropriate analytics tools and data relevant totheir roles and responsibilities within the Loyalty program.

To meet the specifications of resetting the qualifying period once a year on the 31st of March and not extending the member tier uponexpiration, the Consultant should configure the Loyalty tier groups with a Tier-model = fixed and Extend Expiration = no extension. The fixed tier model ensures that the qualifying period and tier criteria remain constant over time, while the 'no extension' setting ensures that member tiers do not automatically extend beyond their expiration date. This configuration aligns with the requirement for a clear, annual reset and non-extension of tier status, ensuring a consistent and predictable tier progressionstructure within the Loyalty Program.

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 allowsthe vouchers to be used partially, providing flexibility in how they are redeemed by the members.

To complete the integration between Loyalty and B2C Commerce Cloud using the reference cartridge, the steps required are:

Configure Loyalty Program preferences for B2C Commerce Site (A): This involves setting up specific preferences and configurationswithin B2C Commerce Cloud to align with the Loyalty Program's requirements.

Configure connected app named B2C Loyalty Connector (C): This step involves setting up a connected app within Salesforce to facilitate secure communication and data exchange between Loyalty Management and B2C Commerce Cloud.

Add Loyalty Management for Commerce Cartridge (E): This involves installing the specific cartridge within B2C Commerce Cloud that integrates with Salesforce Loyalty Management, enabling the Commerce site to utilize loyalty program features.

These steps ensure a seamless integration between Salesforce Loyalty Management and B2C Commerce Cloud, allowing for a unified customer experience across commerce and loyalty program interactions.

When setting up tier groups in Salesforce Loyalty Management for a sports clothing and accessories retailer,the three necessary attributes to define are:

Qualifying period (A):This defines the time frame within which the members' activities (like purchases or interactions) contribute towards their tier status. It's crucial for determining how member activities are evaluated against tier criteria.

Tier Period (C):This attributespecifies the duration for which a member remains within a particular tier once qualified, before re-evaluation. It's important for maintaining the tier structure over time and for member expectation management.

Tier Model (D):This outlines the basis onwhich the tiers are structured, such as points accrued, spending amount, or other qualifying activities. It forms thefoundation of the tier system, dictating how members progress through different levels.

Option B, Fixed Tier Model, is not an attribute but a type of Tier Model. Option E, Non-Qualifying Period, is not a standard attribute required for setting up tier groups in Salesforce Loyalty Management.

Salesforce documentation on Loyalty Management would detail the process of setting up tier groups, including the necessary attributes and considerations for effectively structuring a multi-tiered loyalty program.

For migrating "members-record" from an SQL database intoSalesforce Loyalty Management, the correct combination of objects to use is:

D:"LoyaltyProgramMember," "LoyaltyMemberTier," "LoyaltyMemberCurrency," "Contact," and "Account" Object. This combination covers all necessary aspects of Loyalty Program members'records, including personal information, tier status, and point balances.

To automate the current redemption process for non-qualifying points based on various criteria like products, regions, available dates, and tiers, the Administrator needs to firstCreate a decision table with input & output values (A). A decision table in Salesforce Loyalty Management allows for the specification of complex redemption rules and conditions in a structured format, making it the foundational step in automating the redemption process. This table will define how non-qualifying points can be redeemed under different scenarios, serving as the basis for the automated redemption logic.

Totarget a specific audience with a Promotion in Salesforce Loyalty Management, an administrator could:

Option C"Create a segment in the Salesforce Customer Data Platform and associate the segment to the promotion." This allows for precise targeting based on detailed segmentation criteria.

Option D"Link a promotion to a campaign and associate a segment to the campaign." This method utilizes Salesforce's campaign management features to target promotions to specific segments.

One of the ways a company can measure member engagement with the Loyalty Program is through Analytics Studio. Analytics Studio is a powerful tool within Salesforce that allows organizations to create customdashboards and reports based on their data. By leveraging Analytics Studio, a company can analyze various aspects of the Loyalty Program, such as member activity, redemption rates, point accumulation, and more. This insight can help identify trends, areasfor improvement, and opportunities to enhance member engagement and loyalty.