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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Member Management | 20% | - Implement member lifecycle stages - Configure member tiers and benefits - Manage member enrollment and registration - Create and manage loyalty program members |
| Loyalty Program Configuration | 25% | - Implement program mechanics and journey milestones - Set up loyalty programs, rules, and promotions - Configure earning and redemption rules - Design tier structures and qualification criteria |
| Partner Management | 10% | - Set up partner earning and redemption rules - Manage partner program participation - Configure loyalty partners and relationships |
| Loyalty Management Fundamentals | 15% | - Identify key business outcomes loyalty management drives - Describe the core concepts of loyalty management - Explain loyalty program types and structures |
| Points and Rewards Management | 20% | - Manage loyalty currency (points) operations - Process point transactions (earning, redeeming, adjusting) - Implement point expiration and adjustment rules - Configure reward types and catalogs |
| Analytics and Reporting | 10% | - Monitor loyalty metrics and KPIs - Use Loyalty Management reporting features - Analyze member engagement and program performance |
Salesforce Loyalty Management Accredited Professional Sample Questions:
1. Universal Containers has created a new Loyalty Member Portal for a second Loyalty Program that they have recently launched. A member of the first program has enrolled in the second program and has decided to use the same login for both Loyalty Member Portals. The user cannot access the new Loyalty Member Portal.
How can the Loyalty Administrator verify why the user cannot access the second Loyalty Member Portal?
A) Create a new user and new profile for the member.
B) Check if the user has been assigned the Sharing Set for the Second Loyalty Member Portal.
C) Through Workspaces, check if the user profile has access to the new portal.
2. An Administrator uses Analytics for Loyalty to develop an InApp-Dashboard showing top and bottom agent performers on the Loyalty call center.
Which dashboard readily available through the Analytics Studio tool can be used to track agents' performance based on the number of members assisted, customer satisfaction scores, and modifications?
A) Loyalty Member Services Dashboard
B) Member Services Manager Home Dashboard
C) Program Manager Home Dashboard
D) Team Performance Dashboard
3. When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?
A) Schedule dataflow for the analytics
B) Create standard Salesforce reports and dashboard
C) Assign Analytics for Loyalty User Permissions.
D) Install CRM Analytics package
E) Create an App using existing templates
4. The Member Services team wants to view the information of a member's recent transactions and manual adjustments on the Contact record.
What are the two recommendations that an IT Administrator should suggest?
A) Embed the 'Member Summary Embedded Dashboard on the Contact record
B) Add the 'View Member Profile' component on the Contact record
C) Embed the Member Service Manager Home Dashboard on the Contact record
D) Add the 'Transaction Journals' related list to the Contact record
5. 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) "Add Segments" within the "Promotion Segments" section of the "Summer Sales" Promotion
B) Create a new segment within CDP.
C) Create a custom report using "Salesforce reports".
D) Add the Segmented "Loyalty program members" to a new "Campaigns".
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A | Question # 3 Answer: A,C,D | Question # 4 Answer: A,D | Question # 5 Answer: A,B |
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