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Salesforce AP-212 Exam Syllabus Topics:

SectionWeightObjectives
Partner Management10%- Manage partner program participation
- Set up partner earning and redemption rules
- Configure loyalty partners and relationships
Loyalty Management Fundamentals15%- Describe the core concepts of loyalty management
- Identify key business outcomes loyalty management drives
- Explain loyalty program types and structures
Loyalty Program Configuration25%- Design tier structures and qualification criteria
- Implement program mechanics and journey milestones
- Configure earning and redemption rules
- Set up loyalty programs, rules, and promotions
Analytics and Reporting10%- Monitor loyalty metrics and KPIs
- Analyze member engagement and program performance
- Use Loyalty Management reporting features
Points and Rewards Management20%- Implement point expiration and adjustment rules
- Manage loyalty currency (points) operations
- Configure reward types and catalogs
- Process point transactions (earning, redeeming, adjusting)
Member Management20%- Implement member lifecycle stages
- Manage member enrollment and registration
- Create and manage loyalty program members
- Configure member tiers and benefits

Salesforce Loyalty Management Accredited Professional Sample Questions:

1. A Marketing Manager is trying to find a dashboard that shows a reward programs progress but does not see any reports or dashboards with this information.
What does an Administrator need to do to present Loyalty Program data to the Marketing Manager?

A) Create a permission set to run reports and assign it to marketing users.
B) Enable CRM Analytics and create a Loyalty app.
C) Modify the Marketing user profile to include permission to run reports.
D) Search Salesforce AppExchange for Loyalty Analytics apps.


2. 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 Customer Data Platform
B) Salesforce Marketing Cloud
C) Salesforce Field Service Lightning
D) Salesforce Cloud Intelligence


3. A hotel group has finished setting up its Loyalty program and now wants to provide its Loyalty members with live updates about their program membership. They are looking for a solution that lets members view their membership details whenever they want to, and expect that this can be implemented without a need for complex customization.
Using the available product features of Loyalty Management. Which three tasks should an Administrator implement to meet the Hotel group's requirements?

A) Add Loyalty lightning components to the site that show members their Loyalty program details, points balance, recent transactions, and currently assigned tiers.
B) Associate the site with the new Hotel Group Loyalty Program using API integration endpoints
C) Connect the website to the hotel's payment gateway
D) Associate the site with the new Hotel Group Loyalty Program
E) Create a site using the Experience Cloud site template called the Loyalty Member Portal


4. 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) Enable Real-Time Update of Non-Qualifying Points Balance
B) Enable Real-Time Update of Qualifying Points Balance
C) Create a Flow to update the Points Balance field
D) Non-Qualifying Points updates happen in real-time by default


5. Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the Loyalty program. The consultant needs to add a program partner.
Which fields are required to set up a partner?

A) Name, Program, Program Partnership Category, Type, Billing Type
B) Name, Partnership Start Data, Industry, Status, Billing Type
C) Name, Partnership Start Data, Billing Type, Status, Type
D, Name, Partnership Start Data, Industry, Status, Type


Solutions:

Question # 1
Answer: B
Question # 2
Answer: A,B
Question # 3
Answer: A,D,E
Question # 4
Answer: B
Question # 5
Answer: A

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