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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Strategies and Design | 16% | - Apply implementation best practices - Define points, benefits, and redemption processes - Design promotion lifecycle and engagement strategies - Assess business requirements and define loyalty solution - Design loyalty program architecture and data model |
| Topic 2: Integration | 22% | - Integrate with Service Cloud - Connect to external systems using APIs - Integrate with Salesforce CDP - Integrate with Commerce Cloud - Integrate with Marketing Cloud |
| Topic 3: Loyalty Program and Process Configuration | 52% | - Configure partner management and collaboration - Set up currencies, points, and transaction processing - Configure permissions and security model - Set up tier models, qualification, and progression - Define incentives, experiential rewards, and vouchers - Manage member enrollment, profiles, and preferences - Configure foundational program settings |
| Topic 4: On-Going Loyalty Management | 10% | - Configure analytics, dashboards, and reporting - Monitor program performance and optimize - Manage program updates and enhancements |
Salesforce Loyalty Management Accredited Professional Sample Questions:
Question 1
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 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.
Question 2
Northern Trail, outfitters (NTO) needs to process tier assessment rules on its member's anniversary date NTO wants to set up a Data Process Engine that transforms the data that is available in Salesforce and writes back the transformation results as new or updated records.
Which Kind of permission Set is required to enable the Data Processing Engine definitions?
A. Rule Engine Designer
B. Loyalty Analytics admin
C. CLA Analytics Base Admin
D. Data Pipelines Base User
Question 3
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 Admin
B. Loyalty Management
C. Data Pipelines Base User
D. CLAAnalytics Base User
Question 4
A Loyalty Manager would like to monitor members' tier history in the dashboards from Analytics Studio App.
Which two fields need to be enabled in field history tracking in the Loyalty Member Tier object for this to be achieved?
A. Change Reason Type
B. Loyalty Tier
C. Loyalty Tier Group
D. Reason for Change
Question 5
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
Solutions:
| Question 1 Answer: A,D | Question 2 Answer: D | Question 3 Answer: B | Question 4 Answer: A,D | Question 5 Answer: A |
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