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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
| Topic 1: Loyalty Program and Process Configuration | 52% | - Define incentives, experiential rewards, and vouchers
- Configure permissions and security model
- Set up currencies, points, and transaction processing
- Configure foundational program settings
- Manage member enrollment, profiles, and preferences
- Configure partner management and collaboration
- Set up tier models, qualification, and progression
|
| Topic 2: On-Going Loyalty Management | 10% | - Monitor program performance and optimize
- Manage program updates and enhancements
- Configure analytics, dashboards, and reporting
|
| Topic 3: Strategies and Design | 16% | - Define points, benefits, and redemption processes
- Assess business requirements and define loyalty solution
- Apply implementation best practices
- Design loyalty program architecture and data model
- Design promotion lifecycle and engagement strategies
|
| Topic 4: Integration | 22% | - Integrate with Salesforce CDP
- Integrate with Marketing Cloud
- Integrate with Commerce Cloud
- Connect to external systems using APIs
- Integrate with Service Cloud
|
Salesforce Loyalty Management Accredited Professional Sample Questions:
Question 1
A hotel group has finished setting up its Loyalty program and now wants to provide its Loyalty members with live updates about their program membership. They are looking for a solution that lets members view their membership details whenever they want to, and expect that this can be implemented without a need for complex customization.
Using the available product features of Loyalty Management. Which three tasks should an Administrator implement to meet the Hotel group's requirements?
A. Associate the site with the new Hotel Group Loyalty Program using API integration endpoints
B. Connect the website to the hotel's payment gateway
C. Add Loyalty lightning components to the site that show members their Loyalty program details, points balance, recent transactions, and currently assigned tiers.
D. Associate the site with the new Hotel Group Loyalty Program
E. Create a site using the Experience Cloud site template called the Loyalty Member Portal
Question 2
An airline's Loyalty program offers several ways to accrue points, including:
* Enrollment Bonus
* Member Referral
* Flight Purchase
* Additional information on the member profile.
The Salesforce Administrator must classify the different accrual transaction journals.
What should the administrator configure to meet these requirements?
A. Create a custom field on Loyalty Ledger object
B. Create a custom field on transaction journal object
C. Create a Journal Subtype for each case.
D. Create a Journal Type for each case.
Question 3
An upset customer calls Universal Containers about the free t-shirt they were supposed to receive when enrolling in its program. The support agent verifies that the t-shirt is out of stock and decides to compensate the customer with a 50% discount valid for one year.
What should the agent do to ensure the customer receives the 50% discount?
A. Use Issue voucher from the Loyalty Program Member page.
B. Activate the voucher assignment batch.
C. Assign a voucher definition from the customer's Loyalty Program Member.
D. Use the "issue Voucher" flow template.
Question 4
A total group wants to implement a Loyalty program that gives its members points based on the numbers of nights per stay each time members visit one of its hotels.
Once a customer reaches 1000 points, members can redeem points with any hotel within the hotel group. The points can be converted to cover the cost of one night's stay on the next visit. The hotel group hopes this incentive will encourage its members to book more frequently, increasing revenue.
Which type of currency should a Loyalty Consultant use to set up the Loyalty program to accomplish the hotel group's goals?
A. Non-Qualifying and Qualifying Points
B. Non-Qualifying Points
C. Tier Qualifying Points
D. Qualifying Points
Question 5
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 Qualifying Points currency and apply the expiration model 'Fixed Model'
B. Set up a Qualifying Points currency and apply the expiration model 'Activity Model'
C. Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'
D. Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'
Solutions:
Question 1 Answer: C,D,E | Question 2 Answer: D | Question 3 Answer: D | Question 4 Answer: B | Question 5 Answer: D |