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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| 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 Marketing Cloud - Integrate with Service Cloud - Connect to external systems using APIs - Integrate with Commerce Cloud |
| Strategies and Design | 16% | - Design loyalty program architecture and data model - Design promotion lifecycle and engagement strategies - Apply implementation best practices - Define points, benefits, and redemption processes - Assess business requirements and define loyalty solution |
| Loyalty Program and Process Configuration | 52% | - Configure permissions and security model - Configure foundational program settings - Define incentives, experiential rewards, and vouchers - Configure partner management and collaboration - Set up currencies, points, and transaction processing - Set up tier models, qualification, and progression - Manage member enrollment, profiles, and preferences |
Salesforce Loyalty Management Accredited Professional Sample Questions:
Question 1
A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app.
Which two statement correctly describes how to grant proper access on the user details page
A. Assign user access to the analytics for Loyalty role.
B. Assign access by checking CRM Analytics plus user
C. Assign user access to permission sets for analytics for Loyalty.
D. Assign the user the analytics profile for analytics for Loyalty.
Question 2
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 Qualifying Points currency and apply the expiration model 'Fixed Model'
B. Set up a Qualifying Points currency and apply the expiration model 'Activity Model'
C. Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'
D. Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'
Question 3
The VP of Loyalty Technology at ABC Corp. wants to launch a new Loyalty program with minimal development time. However, its current Loyalty engine requires several complex system integrations with its marketing and customer service platforms. A Technical Consultant is brought in to assess the company's business requirements and recommend a feasible solution to deliver the desired Loyalty program for its customers.
Which two seamless integrations within the Salesforce ecosystem, does
Salesforce Loyalty Management offer that can be easily enabled by the Technical Consultant to meet the customer's business requirement?
A. Supplier and Partner Ecosystem
B. Salesforce Service Cloud
C. Salesforce Marketing Cloud
D. Third-party Customer Data Platform (CDP)
Question 4
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. Enable CRM Analytics and create a Loyalty app.
B. Modify the Marketing user profile to include permission to run reports.
C. Create a permission set to run reports and assign it to marketing users.
D. Search Salesforce AppExchange for Loyalty Analytics apps.
Question 5
A hotel group has implemented a Loyalty Member Portal for its program members, but some members are experiencing issues accessing their Loyalty Program-specific records on the portal.
What should an Administrator do to ensure the Loyalty members can access Loyalty record information when using the portal?
A. Ensure the 'Allow using customer profiles for self-registration, user creation, and login' is enabled
B. In the Partner Account record, 'Enable Customer User" on the Contact associated
C. For the Loyalty Member, 'Enable Customer User' on the Contact or "Enable Partner User' on the Account
D. Ensure the Allow using standard external profiles for self-registration, user creation, and login' is enabled
E. Using Experience Cloud sharing sets, specify Account as the object of your sharing set
Solutions:
| Question 1 Answer: A,C | Question 2 Answer: C | Question 3 Answer: B,C | Question 4 Answer: A | Question 5 Answer: C,E |


