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
Northern trail Outfitters (NTO) wants to offer 10% discount on top of the annual summer sale for its Loyalty program customers.
Which two steps must a Consultant take in Loyalty Management to set up this promotion?
- A . Create within the Loyalty Experiences tab a new voucher definition for the summer sales campaign where the Type is Product or Service and the expiration Type is fixed Date.
- B . Create within the Loyalty Experiences tab a new promotion for the Summer Sales campaign where the Loyalty Promotion Type is Standard and the Fulfillment Action is Issue Voucher.
- C . Create within the Loyalty Experiences tab a new Benefit Type for the Summer sale campaign where the Benefit Type Name is standard and the Category type is Issue Voucher.
- D . Create within the Loyalty Experience tab a new voucher tab a new voucher definition where the Type Is Discount Percentage and the Expiration Type is fixed Date.
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.
How can a Salesforce administrator ensure that members of a loyalty program are segmented based on their spending habits for targeted promotions?
- A . By utilizing Salesforce Einstein Analytics
- B . By setting up Member Criteria in Data Cloud
- C . By creating custom fields on the Member object
- D . By leveraging the Segmentation Builder in Marketing Cloud
A sports clothing and accessories retailer is setting up a new Loyalty program. The company wants an effective way to create urgency in its Loyalty program members to return to purchase and redeem their points within a specified period. The entire points balance expires if a member’s last activity, including any purchase or points redemption, reaches 18 months.
What steps should a Loyalty Consultant follow to meet the retailer’s requirement when implementing the new Loyalty program?
- A . Set up a Non-Qualifying Points currency and apply the expiration model ‘Fixed Model’
- B . Set up a Qualifying Points currency and apply the expiration model ‘Activity Model’
- C . Set up a Non-Qualifying Points currency, apply the expiration model ‘Activity Model’
- D . Set up a Qualifying Points currency and apply the expiration model ‘Fixed Model’
C
Explanation:
To create urgency for Loyalty program members to return and redeem their points within a specified period, where the entire points balance expires if a member’s last activity reaches 18 months, the Loyalty Consultant should:
Set up a Non-Qualifying Points currency, apply the expiration model ‘Activity Model’ (C): This setup allows for the expiration of Non-Qualifying Points based on member activity, specifically if there is no purchase or points redemption activity within an 18-month period. The Activity Model is used to track the last activity date and trigger expiration based on this inactivity period.
Setting up a Non-Qualifying Points currency with a ‘Fixed Model’ expiration (option A), a Qualifying Points currency with either ‘Activity Model’ (option B) or ‘Fixed Model’ expiration (option D), would not meet the retailer’s requirement for creating urgency based on the last activity.
Salesforce documentation on Loyalty Management would provide guidance on configuring expiration models for loyalty currencies, ensuring that program objectives, such as encouraging regular member engagement, are achieved.
A Loyalty Program Manager has proposed a new promotion with the following redemption requirements on their non-qualifying points for the two respective tiers.
* for Gold-tier members, a single non-qualifying point is equal to $2 if the total purchase value is $200 or more.
* for Gold-tier members, a single non-qualifying point is equal to $1 if the total purchase value is less than $200.
* for Gold-tier members, a single non-qualifying point is equal to $1, irrespective of the total value of the purchase.
Considering the above requirements, which three redemption rule options should be selected for the proposed promotion?
- A . “Blue” tier member with any transaction amount, then “Outcome”: non-qualifying point deduction = transaction amount.
- B . “Blue” tier member with any transaction amount is <= $200, then “Outcome”; non-qualifying point deduction = transaction amount.
- C . “Gold” tier member with the transaction amount is >= $200, then “Outcome”: tier-qualifying multiplier =2
- D . “Gold” tier member with the transaction amount is >= $200, then “Outcome”: non-qualifying point deduction = transaction amount / 2.
- E . “Gold” tier member with the transaction amount is >= $200, then “Outcome”: non-qualifying point deduction = transaction amount.
The Loyalty Program Manager at Northern Trail Outfitters (NTO) has defined a new Promotion in Salesforce Loyalty Management. NTO would like to communicate this new Promotion with its eligible members.
Which two integrated Salesforce applications can facilitate this com
- A . Salesforce Cloud Intelligence
- B . Salesforce Field Service Lightning
- C . Salesforce Customer Data Platform
- D . Salesforce Marketing Cloud
C, D
Explanation:
To communicate a new Promotion to eligible Loyalty Program members, Northern Trail Outfitters can utilize integrated Salesforce applications such as:
Option C: Salesforce Customer Data Platform (CDP), which allows for the aggregation and management of customer data, enabling targeted communication based on member attributes and behaviors.
Option D: Salesforce Marketing Cloud, which offers robust email marketing and customer engagement tools. By integrating Loyalty Management data with Marketing Cloud, NTO can create personalized and targeted email campaigns to inform members about new promotions.
Reference: Salesforce documentation on Customer Data Platform and Marketing Cloud provides guidelines on how these platforms can be integrated with Loyalty Management to enable targeted and personalized communication with Loyalty Program members.
A hotel group has implemented a Loyalty Member Portal for its program members, but some members are experiencing issues accessing their Loyalty Program-specific records on the portal.
What should an Administrator do to ensure the Loyalty members can access Loyalty record information when using the portal?
- A . Using Experience Cloud sharing sets, specify Account as the object of your sharing set
- B . Ensure the Allow using standard external profiles for self-registration, user creation, and login’ is enabled
- C . In the Partner Account record, ‘Enable Customer User" on the Contact associated
- D . For the Loyalty Member, ‘Enable Customer User’ on the Contact or "Enable Partner User’ on the Account
- E . Ensure the ‘Allow using customer profiles for self-registration, user creation, and login’ is enabled
A, D
Explanation:
To ensure Loyalty members can access their program-specific records on the Loyalty Member Portal, an Administrator should:
Using Experience Cloud sharing sets, specify Account as the object of your sharing set (A): Sharing sets in Experience Cloud allow you to define access rules for external users based on their relationship to records in Salesforce. Specifying Account as the object in a sharing set can enable portal users to access their Loyalty Program information if their portal user account is linked to their Account record in Salesforce.
For the Loyalty Member, ‘Enable Customer User’ on the Contact or ‘Enable Partner User’ on the Account (D): Enabling a Customer or Partner User on the Contact or Account associated with the Loyalty Member allows that individual to access the portal. This step is crucial for granting Loyalty Program members the ability to log in and view their Loyalty Program-specific information.
Options B and C, while related to portal access and user setup, do not directly address the specific requirement of accessing Loyalty Program information. Option E is also relevant but more focused on enabling self-registration and user creation/login processes rather than directly impacting access to Loyalty record information.
Salesforce documentation on Experience Cloud and Loyalty Management would provide guidance on
setting up and configuring access for Loyalty Program members to view their information on a member portal, ensuring a seamless user experience.
A company has recently rolled out the Loyalty Program in the production environment. The Loyalty Manager is unable to edit any Loyalty Management objects.
What permission set license is required to edit the Loyalty Management Objects?
- A . CLAAnalytics Base User
- B . Loyalty Management
- C . Data Pipelines Base User
- D . CLAAnalytics Base Admin
B
Explanation:
To edit Loyalty Management objects, the "Loyalty Management" permission set license is required. This license grants users the necessary permissions to access and modify Loyalty Management-specific data and configurations.
Option B "Loyalty Management" is the correct answer as it directly relates to the permissions needed to work with Loyalty Program configurations and objects within Salesforce.
Options A, C, and D pertain to analytics and data pipeline functionalities and do not grant permissions to edit Loyalty Management objects.
Reference: Salesforce Help Documentation, specifically the section on Loyalty Management, outlines the required permission set licenses for different functionalities within Loyalty Management.
Northern Trail Outfitters would like to encourage sustained engagement with its brand over time, the company has created a Promotion that issues a bonus reward to members who make three purchases in a single month.
What type of Loyalty Promotion should the Administrator use?
- A . Standard Promotion
- B . Cumulative Promotion
- C . Joint Promotion
- D . Aggregate Promotion
What two fields are attributed to a Loyalty Program entity in the Salesforce Customer Data Platform?
- A . Created Date
- B . Last Modified Date
- C . Current Member Count
- D . Reporting Enabled (Boolean)