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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
| Topic 1: Member Management | 20% | - Configure member tiers and benefits
- Implement member lifecycle stages
- Manage member enrollment and registration
- Create and manage loyalty program members
|
| Topic 2: Analytics and Reporting | 10% | - Monitor loyalty metrics and KPIs
- Analyze member engagement and program performance
- Use Loyalty Management reporting features
|
| Topic 3: Loyalty Program Configuration | 25% | - Design tier structures and qualification criteria
- Set up loyalty programs, rules, and promotions
- Configure earning and redemption rules
- Implement program mechanics and journey milestones
|
| Topic 4: Points and Rewards Management | 20% | - Manage loyalty currency (points) operations
- Process point transactions (earning, redeeming, adjusting)
- Configure reward types and catalogs
- Implement point expiration and adjustment rules
|
| Topic 5: Loyalty Management Fundamentals | 15% | - Explain loyalty program types and structures
- Describe the core concepts of loyalty management
- Identify key business outcomes loyalty management drives
|
| Topic 6: Partner Management | 10% | - Configure loyalty partners and relationships
- Manage partner program participation
- Set up partner earning and redemption rules
|
Salesforce Loyalty Management Accredited Professional Sample Questions:
1. A large retail company wants to award its customers 500 points when they join the Loyalty Program.
Which two configuration tasks below will be required to enable this type of award?
A) Create a Transaction Journal with an Activity type of ''Enrollment'' that needs to be created when the customer signs up to join the Loyalty Program.
B) Create a Process rule that awards 500 points when the Activity Type ='Enrollment''.
C) Create a Loyalty Partner and associate one of the Partner's products that must be purchased to award the
500 points.
D) Create a Benefit that adds 500 points when the new member reaches the Top Platinum Level tier.
2. 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 Member Currency & Transaction Journal
B) Journal Type & Journal Subtype
C) transaction Journal Type & Transaction Journal Subtype
D) Loyalty Ledger & Transaction Journal
3. The VP of Loyalty at Northern Trail outfitters (NTO) Retailers has decided to implement a Loyalty program to increase customer spending and improve customer lifetime value.
Which two features should be configured in Salesforce Loyalty Management?
A) Loyalty Segments
B) Member Rewards and Benefits
C) Loyalty product Pricing
D) Loyalty Tiers
4. 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) Data Pipelines Base User
B) Loyalty Management
C) CLAAnalytics Base User
D) CLAAnalytics Base Admin
5. A new segment in Customer Data Platform (CDP) will be used for sending notification emails to members with the following requirements: - The mail is sent on the first day of the month to the members that will have their membership expire at the end of the same month, starting from the 1st of April to 30th of June
- member's expiry-date are standardized to the last day of the month.
Which two configuration options below should be used for the new segment to fulfill this segmentation requirement?
A) In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.
B) In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date
C) In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute.
D) In "Segment Property", set "Publish Schedule" to "Don't Refresh".
Solutions:
Question # 1 Answer: A,B | Question # 2 Answer: B | Question # 3 Answer: B,D | Question # 4 Answer: B | Question # 5 Answer: A,B |