Salesforce Salesforce Loyalty Management Practice Exams
Last updated on Oct 21,2026- Exam Code: Salesforce Loyalty Management
- Exam Name: Salesforce Loyalty Management Accredited Professional Exam
- Certification Provider: Salesforce
- Latest update: Oct 21,2026
The Loyalty Administrator for Northern Trail Outfitters (NTO) Insider program defines tier groups – Status Tier Group with a Fixed Model and Period of one year. The three tiers are defined – Silver (base), Gold (next tier), and Platinum (the highest tier).
Qualifying Points reset date is set at December 31,2022, with a frequency of one year.
Extend Expiration for this tier group is Qualifying Points Reset Date.
A member joins NTO Insider in the Silver tier and, after a year of engagement, gets upgraded to the Gold tier on March 16, 2023.
Which date would be the new Expiry date for this member after the tier is upgraded to Gold?
- A . December 31. 2023
- B . March 16,2024
- C . December 31,2024
- D . March 31, 2024
C
Explanation:
For a member who joins the NTO Insider program in the Silver tier and gets upgraded to the Gold tier on March 16, 2023, the new expiry date after the tier upgrade would be December 31, 2024 (C). This is because the tier group is defined with a Fixed Model and a Period of one year, with the Qualifying Points reset date set at December 31, 2022, and a frequency of one year. The Extend Expiration setting being tied to the Qualifying Points Reset Date means that regardless of when the tier upgrade occurs within the year, the expiration of the new tier status aligns with the annual reset date, extending to the end of the following reset period, which would be December 31, 2024.
This approach ensures that members who achieve a higher tier partway through the year enjoy the benefits of that tier for the remainder of the current year plus the entire next year, providing a full year’s benefit from the point of the annual reset.
Salesforce documentation on Loyalty Management would outline the functionality and configuration options for tier groups, tier upgrades, and expiration settings, guiding administrators on setting these up to meet the program’s strategic objectives and ensure clarity and fairness for members.
While designing an experiential Loyalty Program, what are the two recommended objects to be used as a best practice to track what type of activity the member has with the program?
- A . Loyalty Ledger & Transaction Journal
- B . Loyalty Member Currency & Transaction Journal
- C . transaction Journal Type & Transaction Journal Subtype
- D . Journal Type & Journal Subtype
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 Customer Support Manager noticed that the customers support team’s performance decreased since the company rolled out the Loyalty Program. The customer Support Agents complain that finding information about the Loyalty Program Member takes a lot of the time.
What is the standard solution to display the information regarding the Loyalty?
Program Member on the case detail page?
- A . Create formula fields on Case Object
- B . Create a Screen Flow
- C . Embed Loyalty Member Profile Cards
- D . Develop a custom component
A member reaches out to the Member Services team regarding points that have expired and requests to restore them. The Loyalty program has a fixed model expiration for non-qualifying points.
How should the Member Services Agent restore the expired points and also set them to expire in the next two months?
- A . Delete the transaction journal that expired the points and re-run the expiration Data Processing Engine job after two months
- B . Use ‘Adjust Points’ action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date
- C . Edit the ‘Credit’ ledgers corresponding to the points that expired and extend the expiration date to two months from the current date
- D . Edit the Loyalty Member Currency record to restore the Points Balance and set the ‘NextExpirationDate’ field to two months from the current date
B
Explanation:
To restore expired points for a member in a Loyalty program with a fixed model expiration for non-qualifying points and set them to expire in the next two months, the Member Services Agent should: Use ‘Adjust Points’ action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date (B): This action allows for the direct adjustment of the member’s points balance, including the ability to specify a new expiration date for the credited points. It’s a straightforward and effective way to restore expired points and set a new expiration date, aligning with the member’s request.
Deleting the transaction journal that expired the points (option A), editing the ‘Credit’ ledgers (option C), or editing the Loyalty Member Currency record (option D) are not standard practices for restoring expired points and setting a new expiration date in Salesforce Loyalty Management.
Salesforce documentation on Loyalty Management would detail the process for adjusting points, including how to handle requests for restoring expired points and setting new expiration dates, ensuring member satisfaction and program integrity.
Which two actions should an Administrator execute when a tier is changed manually?
- A . Process Member Benefit Action
- B . Create a scheduled job to perform tier change.
- C . Assign Member Tier Benefits Action
- D . Process Transaction Journals batch job
A, C
Explanation:
When a tier is changed manually in Salesforce Loyalty Management, an Administrator should execute the following two actions:
Process Member Benefit Action (A): This action ensures that any benefits associated with the new tier are correctly processed and applied to the member. It’s essential for maintaining the integrity of the loyalty program and ensuring members receive the appropriate benefits for their new tier. Assign Member Tier Benefits Action (C): This action assigns the benefits specific to the newly assigned tier to the member. It’s crucial for updating the member’s benefits to align with their new tier status, ensuring they receive all entitlements associated with their new level.
Creating a scheduled job to perform the tier change (option B) and processing Transaction Journals batch job (option D) are not directly related to the manual tier change process. The focus should be on ensuring that member benefits are correctly assigned and processed in response to the tier change.
Salesforce documentation on Loyalty Management would provide detailed guidelines on managing
tier changes, including the actions required to ensure member benefits are correctly updated.
A company’s Marketing Team needs to set up a promotion and use Promotion Market Segments where members of a specific age range and with expressed preferences will benefit from this promotion.
What is the recommended solution for the team to set up the Promotion Market Segments?
- A . Custom coded solution
- B . Salesforce Marketing Cloud
- C . Salesforce Reports and Dashboards
- D . Salesforce Customer Data Platform
D
Explanation:
To set up Promotion Market Segments for members within a specific age range and with certain preferences, the recommended solution is:
D: Salesforce Customer Data Platform (CDP), which allows for the creation of detailed segments based on a wide range of criteria, including demographic data and expressed preferences.
Reference: Salesforce documentation on Customer Data Platform provides guidance on leveraging CDP for detailed segmentation, crucial for targeting specific member groups with promotions.
A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app.
Which two statement correctly describes hot to grant proper access on the user detail page?
- A . Assign user access to the analytics for Loyalty role.
- B . Assign access by checking CRM analytics plus user
- C . Assign user access to permission sets for analytics for Loyalty.
- D . Assign the user the analytics profile for analytics for Loyalty.
What three facts should the administrator consider when creating and managing member groups?
- A . Groups are associate with tiers.
- B . Accrual type transactions associated with a group can be canceled.
- C . Qualifying points can’t be transferred to a group.
- D . Vouchers can’t be issued to groups.
- E . Promotions can’t offered to groups.
What mechanism should be employed to allow members to view their rewards on an external portal in Salesforce Loyalty Management?
- A . External API Integration
- B . Lightning Web Components
- C . Visualforce Pages
- D . Embedded Service SDK