Authentic Salesforce Certification Exam Salesforce-Loyalty-Management Questions Answers

To set up a new tier-point reset process for a Loyalty Program with the least configuration effort, the consultant should:

• Option A"Create a copy of the reset qualifying points DPE template." This approach leverages existing DPE templates designed for similar purposes, minimizing the need for extensive custom configuration.

To meet the business need of sending an SMS to a member's mobile device after a purchase and an increase in non-qualifying points, the required Salesforce solutions areMarketing Cloud Connect (A)andMarketing Cloud MobileConnect (B). Marketing Cloud Connect facilitates the integration between Salesforce Loyalty Management and Marketing Cloud, while MobileConnect is a specific tool within Marketing Cloud designed for sending SMS messages to mobile devices, allowing for timely and targeted communication with loyalty program members.

To ensure Loyalty members can access their program-specific records on the Loyalty Member Portal, an Administrator should:

• Using Experience Cloud sharing sets, specify Account as the object of your sharing set (A):Sharing sets in Experience Cloud allow you to define access rules for external users based on their relationship to records in Salesforce. Specifying Account as the object in a sharing set can enable portal users to access theirLoyalty Program information if their portal user account is linked to their Account record in Salesforce.
• For the Loyalty Member, 'Enable Customer User' on the Contact or 'Enable Partner User' on the Account (D):Enabling a Customer or Partner User on the Contact or Account associated with the Loyalty Member allows that individual to access the portal. This step is crucial for granting Loyalty Program members the ability to log in and view their Loyalty Program-specific information.

Options B and C, while related to portal access and user setup, do not directly address the specific requirement of accessing Loyalty Program information. Option E is also relevant but more focused on enabling self-registration and user creation/login processes rather than directly impacting access to Loyalty record information.

Salesforce documentation on Experience Cloud and Loyalty Management would provide guidance on setting up and configuring access for Loyalty Program members to view their information on a member portal, ensuring a seamless user experience.