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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Strategies and Design | 16% | - Design promotion lifecycle and engagement strategies - Design loyalty program architecture and data model - Assess business requirements and define loyalty solution - Define points, benefits, and redemption processes - Apply implementation best practices |
| Topic 2: Integration | 22% | - Integrate with Commerce Cloud - Integrate with Service Cloud - Integrate with Marketing Cloud - Integrate with Salesforce CDP - Connect to external systems using APIs |
| Topic 3: Loyalty Program and Process Configuration | 52% | - Manage member enrollment, profiles, and preferences - Set up tier models, qualification, and progression - Configure partner management and collaboration - Define incentives, experiential rewards, and vouchers - Set up currencies, points, and transaction processing - Configure permissions and security model - Configure foundational program settings |
| Topic 4: On-Going Loyalty Management | 10% | - Manage program updates and enhancements - Configure analytics, dashboards, and reporting - Monitor program performance and optimize |
Salesforce Loyalty Management Accredited Professional Sample Questions:
1. 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) Extend Expiration = member enrollment anniversary
B) Tier-model = anniversary
C) Extend Expiration = no extension
D) Tier-model = fixed
2. What two fields are attributed to a Loyalty Program entity in the Salesforce Customer Data Platform?
A) Current Member Count
B) Reporting Enabled (Boolean)
C) Last Modified Date
D) Created Date
3. A hotel group has implemented a Loyalty Member Portal for its program members, but some members are experiencing issues accessing their Loyalty Program-specific records on the portal.
What should an Administrator do to ensure the Loyalty members can access Loyalty record information when using the portal?
A) Ensure the Allow using standard external profiles for self-registration, user creation, and login' is enabled
B) Ensure the 'Allow using customer profiles for self-registration, user creation, and login' is enabled
C) Using Experience Cloud sharing sets, specify Account as the object of your sharing set
D) For the Loyalty Member, 'Enable Customer User' on the Contact or "Enable Partner User' on the Account
E) In the Partner Account record, 'Enable Customer User" on the Contact associated
4. 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) Create a site using the Experience Cloud site template called the Loyalty Member Portal
C) Connect the website to the hotel's payment gateway
D) Associate the site with the new Hotel Group Loyalty Program
E) Add Loyalty lightning components to the site that show members their Loyalty program details, points balance, recent transactions, and currently assigned tiers.
5. An Administrator uses Analytics for Loyalty to develop an InApp-Dashboard showing top and bottom agent performers on the Loyalty call center.
Which dashboard readily available through the Analytics Studio tool can be used to track agents' performance based on the number of members assisted, customer satisfaction scores, and modifications?
A) Program Manager Home Dashboard
B) Loyalty Member Services Dashboard
C) Team Performance Dashboard
D) Member Services Manager Home Dashboard
Solutions:
| Question # 1 Answer: C,D | Question # 2 Answer: C,D | Question # 3 Answer: C,D | Question # 4 Answer: B,D,E | Question # 5 Answer: B |





