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
Northern Trail Outfitters an online clothing store has recently enabled the Loyalty Program.
Which objects count toward data storage capacity?
- A . Person Account, Orders, Loyalty Program Members, Transaction Journals
- B . Person Account, Loyalty Ledgers, Cases, Loyalty Program Currency
- C . Person Account, Email Messages, Transaction Journals, Loyalty Member Currency
- D . Person Account, Loyalty Member Tier, Orders, Loyalty Program Members
D
Explanation:
Person Account: This is a Salesforce standard object that combines Account and Contact records to provide a more B2C model by creating a single record to manage customer information. It holds substantial data related to individual customers.
Loyalty Member Tier: This custom or specialized object related to Salesforce Loyalty Management would store data about the different levels or statuses within the loyalty program that members achieve based on specific criteria like points earned.
Orders: This object stores transactional data for each order processed through the platform. It’s a key component for any retail or e-commerce business using Salesforce to track sales transactions.
Loyalty Program Members: This would be a custom or specialized object within Salesforce Loyalty Management, used to manage and store individual member information within the loyalty program, tracking their engagement, status, and more.
When setting up a Loyalty Program what is one of the ways a company can measure member engagement with the Loyalty Program?
- A . Analytics Studio
- B . Qualifying Currency
- C . Transaction Journals
- D . Benefits types
A Loyalty Manager would like to set up an email-send process in Salesforce Marketing Cloud (SMC) that needs to inform the member via email immediately once a tier change has been applied. The company is using Marketing Cloud Connect.
A solution was proposed to draft a design using a journey process to send the notification email and a new custom object named "Member TierUpdate_ c" that stores the members that are qualified for a tier upgrade.
Which data source options within the journey should a Consultant use to fulfill this design?
- A . "Salesforce Data" as the Entry Source, "Loyalty ProgramMember" object as the datasource
- B . "Salesforce Data" as the Entry Source, "Contact" object as the data-source
- C . "Data-Extension" as the Entry Source, "LoyaltyProgramTier"
- D . "Salesforce Data" as the Entry Source, "LoyaltyMember Tier"
D
Explanation:
For integrating a custom object "Member TierUpdate_c" with a journey in Salesforce Marketing Cloud for real-time tier change notifications, the correct data source option is:
Option D "Salesforce Data" as the Entry Source, with the custom object "Member TierUpdate_c" as the data source. This option allows for real-time triggering of journeys in Marketing Cloud based on updates to Salesforce records, in this case, the "Member TierUpdate_c" object which tracks tier
upgrades.
Options A and B do not correctly target the custom object designed to track tier changes.
Option C, using a "Data-Extension," would not provide the real-time integration needed for immediate email notifications upon tier changes.
Reference: Salesforce Marketing Cloud documentation on journey configuration and Salesforce Data as an Entry Source provides insights into how Salesforce objects can trigger journeys based on record updates.
A loyalty Program has two existing partners, a snacks manufacture and a beverages importer. There are two new products that need to be directly associated with the respective partner products within the loyalty partner product section.
The below products have been added to the system and are available under the product objects.
Chocolate cookies, linked with product category snacks
Green soda from beverage importer
Which two steps should an Administrator take to fulfill task with the least effort?
- A . Add the partner in the lookup on the snack product
- B . Choose ‘’Category’’ option and map the Chocolate cookies to the partner.
- C . Add the partner in the Lookup on the Chocolate cookie product.
- D . Choose ‘’Product” option and map the green soda to the partner
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 tier are defined =Silver (base), Golden (next tier), and Platinum (the highest tier)
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 or this member after the tier is upgraded to Gold?
- A . December 31, 2024
- B . March 31 2024
- C . December 31, 2023
- D . March 16, 2020.
A retailer of sports clothing and accessories is currently looking to roll out a Loyalty Program for its customers and sets up a Loyalty Program using Salesforce Loyalty Management. The retailer has decided to implement four-tier groups that will be associated with the program.
What are the three necessary attributes that need to be defined when setting up tier groups?
- A . Qualifying period
- B . Fixed Tier Model
- C . Tier Period
- D . Tier Model
- E . Non-Qualifying Period
A, C, D
Explanation:
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 attribute specifies 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 on which the tiers are structured, such as points accrued, spending amount, or other qualifying activities. It forms the foundation 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.
Universal Containers (UC) has defined a points-based Loyalty Program, and the Loyalty members must receive an email with the point balance every time it is updated.
What should the Salesforce Administrator set up to enable a real-time currency model?
- A . Create a Flow to update the Points Balance field
- B . Enable Real-Time Update of Qualifying Points Balance
- C . Enable Real-Time Update of Non-Qualifying Points Balance
- D . Non-Qualifying Points updates happen in real-time by default
B
Explanation:
To enable real-time updates of point balances in a points-based Loyalty Program, the Salesforce Administrator should:
Option B "Enable Real-Time Update of Qualifying Points Balance." This feature ensures that any changes to a member’s qualifying points balance are immediately reflected, allowing for real-time communication of point updates.
Reference: Salesforce Loyalty Management documentation on point balance management outlines features and configurations for real-time updates of qualifying points balances, ensuring members are promptly informed of changes.
The existing Loyalty Program would need to have its "members-record" transferred from an SQL database into a new Salesforce Loyalty Management org, where its members’ records are kept within a data table named "tbl_Member" with the following data contents:
• the program member’s personal particular and contact information
• member’s current-tier value
• member’s tier-points
Which object combinations should be used for data migration of the source’s member records into the Loyalty Member org?
- A . "LoyaltyProgramMember’, "LoyaltyTier". "LoyaltyProgramCurrency". "Contact" and "Account"
Object. - B . "LoyaltyProgramMember", "LoyaltyMemberTier", "LoyaltyProgamCurrency". "Account" Object.
- C . "LoyaltyProgramMember", "LoyaltyTier", "LoyaltyMemberCurrency". ‘Contact" and "Account"
Object. - D . "LoyaltyProgramMember". "LoyaltyMemberTier", "LoyaltyMemberCurrency". "Contact" and
"Account" Object.
D
Explanation:
For migrating "members-record" from an SQL database into Salesforce 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.
Reference: Salesforce Loyalty Management documentation on data model and object relationships provides a comprehensive overview of how different aspects of Loyalty Program members’ information are structured within the Salesforce ecosystem.
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.
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