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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Strategies and Design | 16% | - Design promotion lifecycle and engagement strategies - Apply implementation best practices - Define points, benefits, and redemption processes - Assess business requirements and define loyalty solution - Design loyalty program architecture and data model |
| On-Going Loyalty Management | 10% | - Manage program updates and enhancements - Configure analytics, dashboards, and reporting - Monitor program performance and optimize |
| Integration | 22% | - Integrate with Salesforce CDP - Integrate with Commerce Cloud - Integrate with Marketing Cloud - Integrate with Service Cloud - Connect to external systems using APIs |
| Loyalty Program and Process Configuration | 52% | - Configure foundational program settings - Manage member enrollment, profiles, and preferences - Set up currencies, points, and transaction processing - Define incentives, experiential rewards, and vouchers - Configure partner management and collaboration - Set up tier models, qualification, and progression - Configure permissions and security model |
Salesforce Loyalty Management Accredited Professional Sample Questions:
1. The Management team at Cloud Kicks is required to analyze what earning activities are available in the Loyalty Program. What type of user access does the Management Team need to have this information visible in the reports?
A) Read, Edit access on Journal Type, Loyalty Member Promotions, and Loyalty Member Benefits Objects
B) Read, View All access on Journal Type, Journal Subtype, and Transaction Journal Objects
C) Read, View access on Journal Type, Partner Products, and Loyalty Ledgers Objects
D) Read. Create access on Journal Type, Loyalty Member Currencies, and Partner Products Objects
2. In order to view the information pertaining to a member's recent transactions and manual adjustments on the Contact record, what are the two suggestions that an IT Administrator should propose to the Member Services team? Select two
A) Incorporate the Member Service Manager Home Dashboard on the Contact record
B) Incorporate the 'Transaction Journals' related list on the Contact record
C) Incorporate the 'View Member Profile' component on the Contact record
D) Incorporate the 'Member Summary Embedded Dashboard' on the Contact record
3. 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, apply the expiration model 'Activity Model'
B) Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'
C) Set up a Qualifying Points currency and apply the expiration model 'Activity Model'
D) Set up a Qualifying Points currency and apply the expiration model 'Fixed Model'
4. 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 promotion for the Summer Sales campaign where the Loyalty Promotion Type is Standard and the Fulfillment Action is Issue Voucher.
B) 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.
C) 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.
D) 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.
5. An IT Administrator has received a request from the Customer Service team to enable agents to view the Loyalty Program Member information on a Case record in Service Cloud.
What steps should the Administrator take to configure this?
A) On the Case Page Layout, the View Member Profile' component should be added and the required Related Lists from Loyalty Program Member should be selected
B) On the Case Page Layout, the Related Record component should be added with the 'First Lookup' selected as the 'Loyalty Program 0 Member'
C) On the Case Page Layout, the View Related Membership' action should be added to the Highlights panel and the Loyalty information to be displayed should be selected
D) On the Case Page Layout, the Loyalty Program Member Related Lists are available and should be directly embedded to show the Loyalty information
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: B,D | Question # 3 Answer: A | Question # 4 Answer: A,C | Question # 5 Answer: A |
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