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Salesforce AP-212 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Points and Rewards Management20%- Process point transactions (earning, redeeming, adjusting)
- Implement point expiration and adjustment rules
- Configure reward types and catalogs
- Manage loyalty currency (points) operations
Topic 2: Partner Management10%- Manage partner program participation
- Set up partner earning and redemption rules
- Configure loyalty partners and relationships
Topic 3: Analytics and Reporting10%- Use Loyalty Management reporting features
- Monitor loyalty metrics and KPIs
- Analyze member engagement and program performance
Topic 4: Member Management20%- Implement member lifecycle stages
- Manage member enrollment and registration
- Create and manage loyalty program members
- Configure member tiers and benefits
Topic 5: Loyalty Program Configuration25%- Implement program mechanics and journey milestones
- Set up loyalty programs, rules, and promotions
- Configure earning and redemption rules
- Design tier structures and qualification criteria
Topic 6: Loyalty Management Fundamentals15%- Describe the core concepts of loyalty management
- Explain loyalty program types and structures
- Identify key business outcomes loyalty management drives

Salesforce Loyalty Management Accredited Professional Sample Questions:

Question #1

What are the three essential steps to establish a Loyalty promotion with Salesforce CDP and Marketing Cloud?
Select three

  • A. Automatically Generate a New Individual Relationship
  • B. Activate and Publish the Segment
  • C. Enable Connector Settings on all the Loyalty Objects E. Enable Service Connector for Promotion Escalations.
  • D. Transmit Loyalty Promotion Segments to Marketing Cloud
Reveal Solution  Discussion  0

Correct Answer: B,C,D  🗳️

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Question #2

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", "LoyaltyMemberCurrency". 'Contact" and "Account" Object.
  • C. "LoyaltyProgramMember". "LoyaltyMemberTier", "LoyaltyMemberCurrency". "Contact" and
    "Account" Object.
  • D. "LoyaltyProgramMember', "LoyaltyTier". "LoyaltyProgramCurrency". "Contact" and "Account" Object.
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

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Question #3

What is the correct implementation approach for an Administrator to target a promotion only for specific products?

  • A. Create product attributes in Promotion Setup
  • B. Map products to promotion through an out-of-the-box Related List
  • C. Add promotion to the lookup field on the product
  • D. Create a custom list on the promotion
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

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Question #4

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 Non-Qualifying Points currency, apply the expiration model 'Activity Model'
  • B. Set up a Qualifying Points currency and apply the expiration model 'Fixed Model'
  • C. Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'
  • D. Set up a Qualifying Points currency and apply the expiration model 'Activity Model'
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

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Question #5

A Consultant needs to configure the Loyalty tier groups for a Loyalty Program with the following specifications:
Qualifying period is reset once a year on the 31st of March.
The member-tier is not extended upon expiration.
Which two settings within the Loyalty tier groups configuration should the Consultant configure to meet the required specifications?

  • A. Tier-model = anniversary
  • B. Extend Expiration = member enrollment anniversary
  • C. Extend Expiration = no extension
  • D. Tier-model = fixed
Reveal Solution  Discussion  0

Correct Answer: C,D  🗳️

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