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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Loyalty Program and Process Configuration | 52% | - Manage member enrollment, profiles, and preferences - Configure partner management and collaboration - Define incentives, experiential rewards, and vouchers - Set up currencies, points, and transaction processing - Configure foundational program settings - Set up tier models, qualification, and progression - Configure permissions and security model |
| Topic 2: Strategies and Design | 16% | - Design loyalty program architecture and data model - Design promotion lifecycle and engagement strategies - Assess business requirements and define loyalty solution - Define points, benefits, and redemption processes - Apply implementation best practices |
| Topic 3: On-Going Loyalty Management | 10% | - Manage program updates and enhancements - Configure analytics, dashboards, and reporting - Monitor program performance and optimize |
| Topic 4: Integration | 22% | - Integrate with Service Cloud - Connect to external systems using APIs - Integrate with Marketing Cloud - Integrate with Salesforce CDP - Integrate with Commerce Cloud |
Salesforce Loyalty Management Accredited Professional Sample Questions:
1. A company has an existing Loyalty Program. The Salesforce Administrator has been asked to automate the current redemption process for non-qualifying points based on the products, regions, available dates and tiers.
What task does the Administrator need to complete first to implement a decision table for the redemption process?
A) Create an object with fields for storing redemption details
B) Create a flow to confirm members have points to redeem
C) Create a decision table with input & output values
D) Set the "Is Redeemable" flag on the Loyalty Program Currency
2. A company has recently rolled out a Loyalty Program. The customer support agents need to manually adjust the points for Loyalty Program Members.
On which three Loyalty pages will customer support agents be able to adjust points?
A) Loyalty Program Member page
B) Contact page
C) Loyalty Program Member Related List
D) Transaction Journal
E) Account page
3. The Member Services team wants to view the information of a member's recent transactions and manual adjustments on the Contact record.
What are the two recommendations that an IT Administrator should suggest?
A) Embed the 'Member Summary Embedded Dashboard on the Contact record
B) Embed the Member Service Manager Home Dashboard on the Contact record
C) Add the 'Transaction Journals' related list to the Contact record
D) Add the 'View Member Profile' component on the Contact record
4. A company has an existing Loyalty Program, and the marketing team wants to start awarding 10% discounts and 100 points to new members upon sign-up.
What does the Program Administrator need to do for a new member to earn this promotion?
A) Create an autolaunched flow using Transaction Journal, Loyalty Ledger, and Get Loyalty Promotions for Transactions
B) Create an autolaunched flow using Journal Type. Journal SubType, Transaction Journal, Credit Points ° action, and Issue Voucher action
C) Create a record triggered flow using Journal Type, Journal SubType, Transaction Journal, and Process O Member Benefit Action
D) Create a record triggered flow using Journal Type. Journal SubType, Transaction Journal. Credit Points action and Issue Voucher action
5. Which set of features should a Consultant check before setting up expanded partner management?
A) Advanced license, Partner Ledgers, Partner Transactions, Billing Type
B) Growth license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies
C) Advanced license, PostPaid Billing Type, Partner Ledgers, Partner Conversion Factor for Currencies
D) Growth license, Prepaid Billing Type, Partner Transactions, Partner Conversion Factor O for Currencies
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A,C,D | Question # 3 Answer: A,C | Question # 4 Answer: D | Question # 5 Answer: C |






