Salesforce Salesforce Loyalty Management Practice Exams
Last updated on Oct 22,2026- Exam Code: Salesforce Loyalty Management
- Exam Name: Salesforce Loyalty Management Accredited Professional Exam
- Certification Provider: Salesforce
- Latest update: Oct 22,2026
What three types of vouchers can be configured in Loyalty Management?
- A . Promo Code
- B . Discount Percentage
- C . Fixed Value
- D . Gift Card
- E . Product or Service
A company is designing a new Loyalty Program to reward its members based on purchases and short-term and long-term engagement with the program.
Which two types of currency does Salesforce Loyalty Management offer out-of-the-box that can be configured to accomplish the company’s Loyalty Program objectives?
- A . Fixed Model and Activity Model
- B . Non-Qualifying Points and Qualifying Points
- C . Non-Qualifying Points and Activity Points
- D . Fixed Model and Qualifying Points
B
Explanation:
Salesforce Loyalty Management offers two types of currency out-of-the-box that can be configured to accomplish the company’s objectives for rewarding members based on purchases and engagement: Non-Qualifying Points and Qualifying Points (B): Non-Qualifying Points are typically used for redemption purposes, allowing members to redeem these points for rewards or benefits. Qualifying Points, on the other hand, are often used to determine a member’s tier or status within the loyalty program, often based on their purchases or engagement activities.
Fixed Model and Activity Model (option A), Activity Points (option C), and Fixed Model in combination with Qualifying Points (option D) are not types of currency offered by Salesforce Loyalty Management. The system specifically uses Non-Qualifying and Qualifying Points to differentiate between points that contribute to tier status and those available for redemption.
Salesforce documentation on Loyalty Management would detail the configuration and use of these currencies within a loyalty program, including how they can be tailored to meet specific program objectives.
When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?
- A . Assign Analytics for Loyalty User Permissions.
- B . Create standard Salesforce reports and dashboard
- C . Schedule dataflow for the analytics
- D . Create an App using existing templates
- E . Install CRM Analytics package
A, C, E
Explanation:
To turn on analytics and dashboards for Loyalty, the three essential steps are:
Assign Analytics for Loyalty User Permissions (A): This step ensures that users who need to access Loyalty Analytics have the necessary permissions to view and interact with the analytics and dashboards.
Schedule dataflow for the analytics (C): Dataflow is the process by which data moves from Salesforce objects into Analytics datasets. Scheduling dataflow is crucial for ensuring that the analytics and dashboards have up-to-date information from the Loyalty Management system.
Install CRM Analytics package (E): This involves adding the CRM Analytics package to your Salesforce org, which provides the tools and capabilities needed to create and customize analytics and dashboards for Loyalty Management.
Option B (Create standard Salesforce reports and dashboard) and Option D (Create an App using existing templates) are valuable for general reporting and app development within Salesforce but are not specifically tied to the initial steps for enabling Loyalty Analytics and dashboards.
Salesforce documentation on Loyalty Management and CRM Analytics would detail the process of enabling analytics for Loyalty, including the setup of user permissions, dataflow scheduling, and the installation of necessary packages to utilize analytics and dashboards effectively.
The Loyalty Administrator for Northern Trail Outfitters (NTO) defines Basic and Premium as the two Tiers for its Insider program. They want to define a free product sample for all members in Premium Tier.
How does NTO configure tiers within the Loyalty Program to give vouchers for members in the Premium Tier?
- A . Voucher Management and Benefit Action
- B . Voucher Management and Benefits Setup
- C . Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW – Benefit action for orchestration
- D . Voucher Management; Benefits Setup (in Program console); Benefit Action to process benefits
C
Explanation:
To configure tiers within the Loyalty Program at Northern Trail Outfitters (NTO) for giving vouchers to members in the Premium Tier, the configuration involves Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW – Benefit action for orchestration (C). This comprehensive approach allows for the creation and management of vouchers as benefits associated with the Premium Tier, the setup of these benefits within the Loyalty Program console to specify the conditions and entitlements, and the use of Salesforce Flow for orchestrating the process of issuing vouchers to qualifying members.
This method ensures that vouchers are systematically managed, associated with the correct tier and member eligibility criteria, and efficiently distributed to members through automated processes, enhancing the value and appeal of the Premium Tier.
Salesforce documentation on Loyalty Management would detail the steps for setting up and managing tier-based benefits, including the use of Voucher Management and Flow for effective
benefit administration and member engagement.
Cloud Kicks has tasked its Loyalty Manager consultant with setting up its new Loyalty Management program. The business requirement is to provide its customer base, who are heavy mobile users with access to member program information.
Using existing capabilities available in Loyalty Management, what should the consultant do to fulfill this business requirement?
- A . Enable Experience Cloud and customize the Loyalty Member Portal
- B . Create and implement a feature-rich Loyalty Member Mobile App
- C . Install the Salesforce Loyalty Member Mobile App
- D . Configure either Service Cloud or Sales Cloud to establish the customer mobile experience
A company has decided to use Loyalty Management for customer retention, which will lead to increased revenue. Based on market research, the company decided to make the points available for its Loyalty Program Members after the return period of 14 days is over.
What is the best solution to meet the company’s business requirements?
- A . Install App Exchange
- B . Enable Pending Points
- C . Enable Deferred Points
- D . Enable Escrow Points
C
Explanation:
To meet the company’s business requirements of making points available for Loyalty Program Members after a return period of 14 days, the best solution is to Enable Deferred Points (C). Deferred points are a feature in Salesforce Loyalty Management that allows points to be earned but not immediately available for redemption, typically used to account for return periods or other conditional delays. By enabling deferred points, the company can ensure that points are only made available after the specified return period has passed, aligning with their business strategy and reducing the risk of point redemption for returned products.
In the context of Salesforce Loyalty Management, what is a recommended strategy to increase engagement using member-specific data?
- A . Randomized reward offerings
- B . Segment-based email marketing
- C . Personalized dashboards
- D . General notifications
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?
- A . Use the “issue Voucher” flow template.
- B . Activate the voucher assignment batch.
- C . Use Issue voucher from the Loyalty Program Member page.
- D . Assign a voucher definition from the customer’s Loyalty Program Member.
What are the three steps required to complete integration between Loyalty and B2C Commerce Cloud when using the reference cartridge?
- A . Configure Loyalty Program preferences for B2C Commerce Site
- B . Install Loyalty Management for B2C Commerce Package
- C . Configure connected app named B2C Loyalty Connector
- D . Configure connected app named B2C Commerce Loyalty Connector
- E . Add Loyalty Management for Commerce Cartridge
ACE
Explanation:
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 configurations within 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.
A Loyalty Manager wants to send an SMS to a member’s mobile device after the member has made a purchase and their non-qualifying points have been increased.
An integrated solution between Salesforce Loyalty Management and Salesforce Marketing Cloud is proposed to meet this business need.
Which two Salesforce solutions are required to meet the business’s needs?
- A . Marketing Cloud Connect
- B . Marketing Cloud MobileConnect
- C . Marketing Cloud Personalization
- D . Marketing Cloud Mobile Push
A, B
Explanation:
To meet the business need of sending an SMS to a member’s mobile device after a purchase and an increase in non-qualifying points, the required Salesforce solutions are Marketing Cloud Connect (A) and Marketing Cloud MobileConnect (B). Marketing Cloud Connect facilitates the integration between Salesforce Loyalty Management and Marketing Cloud, while MobileConnect is a specific tool within Marketing Cloud designed for sending SMS messages to mobile devices, allowing for timely and targeted communication with loyalty program members.