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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Member Management | 20% | - Manage member enrollment and registration - Create and manage loyalty program members - Implement member lifecycle stages - Configure member tiers and benefits |
| Loyalty Program Configuration | 25% | - Set up loyalty programs, rules, and promotions - Design tier structures and qualification criteria - Implement program mechanics and journey milestones - Configure earning and redemption rules |
| Partner Management | 10% | - Manage partner program participation - Configure loyalty partners and relationships - Set up partner earning and redemption rules |
| Points and Rewards Management | 20% | - Process point transactions (earning, redeeming, adjusting) - Manage loyalty currency (points) operations - Implement point expiration and adjustment rules - Configure reward types and catalogs |
| Loyalty Management Fundamentals | 15% | - Describe the core concepts of loyalty management - Explain loyalty program types and structures - Identify key business outcomes loyalty management drives |
| 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 Container sells sports shoes through on eCommerce system. The Loyalty Program Members earn points in real-time with every purchase made.
How can this be built into Salesforce?
A) Download an app from the AppExchange to connect Salesforce and the external system.
B) Create an schedule process to call the external system.
C) Create customer web service with Order Object
D) Create with the external system to create Transaction Journals.
2. When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?
A) Schedule dataflow for the analytics
B) Install CRM Analytics package
C) Create standard Salesforce reports and dashboard
D) Assign Analytics for Loyalty User Permissions.
E) Create an App using existing templates
3. A Consultant was tasked with setting up the connection between Salesforce Loyalty Management and Marketing Cloud. The Consultant created a new user account in Marketing Cloud Which two items on the Marketing Cloud user account should the Consultant configure to enable the user account to successfully connect with Salesforce Loyalty Management?
A) API access
B) Assign the permission set to the user account
C) Grant access to the correct business unit
D) User account must exist within the Loyalty Management org
4. The existing Loyalty Program would need to have its "members-record" transferred from an SQL database into a new Salesforce Loyalty Management org, where its members' records are kept within a data table named
"tbl_Member" with the following data contents:
* the program member's personal particular and contact information
* member's current-tier value
* member's tier-points
Which object combinations should be used for data migration of the source's member records into the Loyalty Member org?
A) "LoyaltyProgramMember", "LoyaltyMemberTier", "LoyaltyProgamCurrency". "Account" Object.
B) "LoyaltyProgramMember', "LoyaltyTier". "LoyaltyProgramCurrency". "Contact" and "Account" Object.
C) "LoyaltyProgramMember", "LoyaltyTier", "LoyaltyMemberCurrency". 'Contact" and "Account" Object.
D) "LoyaltyProgramMember". "LoyaltyMemberTier", "LoyaltyMemberCurrency". "Contact" and
"Account" Object.
5. What are the three steps required to complete integration between Loyalty and B2C Commerce Cloud when using the reference cartridge?
A) Add Loyalty Management for Commerce Cartridge
B) Configure Loyalty Program preferences for B2C Commerce Site
C) Configure connected app named B2C Commerce Loyalty Connector
D) Configure connected app named B2C Loyalty Connector
E) Install Loyalty Management for B2C Commerce Package
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: A,B,D | Question # 3 Answer: A,C | Question # 4 Answer: D | Question # 5 Answer: A,B,D |



