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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Integration | 22% | - Connect to external systems using APIs - Integrate with Salesforce CDP - Integrate with Marketing Cloud - Integrate with Service Cloud - Integrate with Commerce Cloud |
| Topic 2: Loyalty Program and Process Configuration | 52% | - Configure partner management and collaboration - Define incentives, experiential rewards, and vouchers - Set up tier models, qualification, and progression - Manage member enrollment, profiles, and preferences - Set up currencies, points, and transaction processing - Configure permissions and security model - Configure foundational program settings |
| Topic 3: On-Going Loyalty Management | 10% | - Monitor program performance and optimize - Configure analytics, dashboards, and reporting - Manage program updates and enhancements |
| Topic 4: Strategies and Design | 16% | - Design loyalty program architecture and data model - Apply implementation best practices - Define points, benefits, and redemption processes - Design promotion lifecycle and engagement strategies - Assess business requirements and define loyalty solution |
Salesforce Loyalty Management Accredited Professional Sample Questions:
Question 1
Which two actions should an Administrator execute when a tier is changed manually?
A. Create a scheduled job to perform tier change.
B. Process Transaction Journals batch job
C. Assign Member Tier Benefits Action
D. Process Member Benefit Action
Question 2
An Administrator needs to analyze the performance of the Loyalty Program.
What Loyalty Analytics permission does a System Administrator need to set up and customize?
A. Loyalty Analytics User
B. Data Pipeline User
C. CLAAnalytics Base Admin
D. CRM Analytics User
Question 3
A Marketing Manager is trying to find a dashboard that shows a reward programs progress but does not see any reports or dashboards with this information.
What does an Administrator need to do to present Loyalty Program data to the Marketing Manager?
A. Search Salesforce AppExchange for Loyalty Analytics apps.
B. Enable CRM Analytics and create a Loyalty app.
C. Create a permission set to run reports and assign it to marketing users.
D. Modify the Marketing user profile to include permission to run reports.
Question 4
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. Assign a voucher definition from the customer's Loyalty Program Member.
C. Use the "issue Voucher" flow template.
D. Activate the voucher assignment batch.
Question 5
A member reaches out to the Member Services team regarding points that have expired and requests to restore them. The Loyalty program has a fixed model expiration for non-qualifying points.
How should the Member Services Agent restore the expired points and also set them to expire in the next two months?
A. Edit the 'Credit' ledgers corresponding to the points that expired and extend the expiration date to two months from the current date
B. Edit the Loyalty Member Currency record to restore the Points Balance and set the 'NextExpirationDate' field to two months from the current date
C. Use 'Adjust Points' action on Loyalty Program Member page to credit points and select the Points Expiration Date as two months from the current date
D. Delete the transaction journal that expired the points and re-run the expiration Data Processing Engine job after two months
Solutions:
| Question 1 Answer: C,D | Question 2 Answer: A | Question 3 Answer: B | Question 4 Answer: C | Question 5 Answer: C |






