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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Strategies and Design | 16% | - Apply implementation best practices - Assess business requirements and define loyalty solution - Design loyalty program architecture and data model - Define points, benefits, and redemption processes - Design promotion lifecycle and engagement strategies |
| Topic 2: On-Going Loyalty Management | 10% | - Configure analytics, dashboards, and reporting - Manage program updates and enhancements - Monitor program performance and optimize |
| Topic 3: Integration | 22% | - Connect to external systems using APIs - Integrate with Salesforce CDP - Integrate with Service Cloud - Integrate with Marketing Cloud - Integrate with Commerce Cloud |
| Topic 4: Loyalty Program and Process Configuration | 52% | - Configure permissions and security model - Manage member enrollment, profiles, and preferences - Define incentives, experiential rewards, and vouchers - Set up currencies, points, and transaction processing - Set up tier models, qualification, and progression - Configure foundational program settings - Configure partner management and collaboration |
Salesforce Loyalty Management Accredited Professional Sample Questions:
1. The Loyalty Administrator for Northern Trail Outfitters (NTO) Insider program defines tier groups - Status Tier Group with a Fixed Model and Period of one year. The three tiers are defined - Silver (base), Gold (next tier), and Platinum (the highest tier).
Qualifying Points reset date is set at December 31,2022, with a frequency of one year.
Extend Expiration for this tier group is Qualifying Points Reset Date.
A member joins NTO Insider in the Silver tier and, after a year of engagement, gets upgraded to the Gold tier on March 16, 2023.
Which date would be the new Expiry date for this member after the tier is upgraded to Gold?
A) December 31,2024
B) December 31. 2023
C) March 16,2024
D) March 31, 2024
2. A new promotion named "Summer Sales" within the Loyalty Program will introduce program members to the promotional campaign and send email communication to the qualified members via Marketing Cloud.
Which the customer Data Platform (CDP) package available, which two options will need to be performed within the org to achieve the required action with minimal configuration effort in mind?
A) Create a custom report using "Salesforce reports".
B) "Add Segments" within the "Promotion Segments" section of the "Summer Sales" Promotion
C) Create a new segment within CDP.
D) Add the Segmented "Loyalty program members" to a new "Campaigns".
3. 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 'Transaction Journals' related list on the Contact record
B) Incorporate the Member Service Manager Home Dashboard 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
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) Non-Qualifying Points updates happen in real-time by default
C) Enable Real-Time Update of Qualifying Points Balance
D) Create a Flow to update the Points Balance field
5. A company is designing a new Loyalty Program to reward its members based on purchases and short-term and long-term engagement with the program.
Which two types of currency does Salesforce Loyalty Management offer out-of-the-box that can be configured to accomplish the company's Loyalty Program objectives?
A) Non-Qualifying Points and Qualifying Points
B) Fixed Model and Activity Model
C) Non-Qualifying Points and Activity Points
D) Fixed Model and Qualifying Points
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B,C | Question # 3 Answer: A,D | Question # 4 Answer: C | Question # 5 Answer: A |






