Loyalty Management Accredited Professional Exam Guide

About the Loyalty Management Accredited Professional Exam
Audience Description: Loyalty Management Accredited Professional
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

About the Loyalty Management Accredited Professional Exam

The Loyalty Management Accredited Professional is designed for individuals who discover, design, plan, and deliver business value to customers through Loyalty Management. Designing, planning, and delivering business value requires knowledge across products, including but not limited to Service Cloud, Marketing Cloud, Sales Cloud, and the Salesforce Customer 360 Platform. This exam is for those who want to demonstrate their skills and knowledge providing delivery guidance and consulting expertise that generates strategic business value and operational efficiencies for customers, including:

Business: Demonstrates an understanding of the business impacts of Loyalty Management features and capabilities
Delivery: Drives successful outcomes by advocating for implementation considerations and design solutions using best practices within Loyalty Management
Technical: Provides technical expertise by selecting relevant product features that best align with a company's key performance indicators (KPIs) and business value goals

Audience Description: Loyalty Management Accredited Professional

Accredited Professional exams are intended for Salesforce Partners with access to the Partner Learning Camp training and Partner Community.

The Loyalty Management Accredited Professional generally has 2 to 3 years of experience as a Cloud consultant. The accredited professional has experience designing solutions using the Loyalty Management functionality and can lead the implementation of these solutions within a customer organization. The consultant has both Loyalty Management industry experience and Salesforce applications experience including the knowledge needed to implement appropriate solutions for customer scenarios.

While the skills demonstrated by the Loyalty Management Accredited Professional may sit on a broad spectrum of technical and functional expertise, this person is, above all, a facilitator, driver, validator, and communicator. Their technical and first-hand delivery knowledge should be used to the benefit of proposed solutions.

Purpose of This Exam Guide

This exam guide is designed to help you evaluate whether you are ready to successfully complete the Loyalty Management Accredited Professional Exam. This guide provides information about the target audience for the exam, recommended training and documentation, and a complete list of exam objectives, all with the intent of helping you achieve a passing score. Salesforce highly recommends a combination of on-the-job experience, completion of relevant partner curriculum, and self-study to maximize your chances of passing the exam.

About the Exam

Here are details about the Loyalty Management Accredited Professional Exam.

Content: 50 multiple-choice/multiple-select questions and up to five unscored questions
Time allotted to complete the exam: 75 minutes
Passing score: 69%
Version: Exam questions align to the Summer '24 release
Registration fee: US$150, JPY ¥20,000, plus applicable taxes as required per local law
Retake fee: US$150, JPY ¥20,000, plus applicable taxes as required per local law
Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
References: No hard-copy or online materials may be referenced during the exam.
Prerequisites: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

Exam Outline

The Loyalty Management Accredited Professional Exam measures a candidate’s knowledge and skills related to the following objectives.

Strategies and Design: 16%

1.1 Given a customer's business needs and requirements, determine how Loyalty management can meet customers' requirements.
1.2 Given a customer's business processes/requirements, outline Loyalty architecture solution.
1.3 Given a customer's data requirements, determine the appropriate Loyalty Package that meets customer needs.
1.4 Given customer's parameters, define the points and redemption process.
1.5 Given customer's requirements, define benefits types and benefit.
1.6 Based on customer requirements, create the end-to-end promotion lifecycle, including defining, activating, and marketing the promotions.
1.7 Given a scenario, determine how a consultant should apply best practices for a Loyalty Management implementation.

Loyalty Program and Process Configuration: 52%

2.1 Based on customer needs, configure Foundational features of Loyalty Program.
2.2 Based on customer needs, determine how to configure tier models and tiers.
2.3 Given customer requirements and business processes, configure member management features.
2.4 Determine how to set up the partner management.
2.5 Based on requirements, configure the appropriate customer incentives per Experiential features in the Loyalty program.
2.6 Based on required customer experiences and incentives, define promotions, applicability, restrictions and customer journeys.
2.7 Based on member Loyalty profile requirements, configure a Loyalty page using existing Experience Cloud Loyalty templates.
2.8 Given a customer’s redemption and accrual processes, configure the rules for eligibility, rewards, and redemptions.
2.9 Given complex rules for processing Loyalty rewards, configure components to achieve processing at scale.
2.10 Based on requirements, configure the appropriate user access model and/or permissions to Loyalty objects and fields.
2.11 Given reporting requirements, configure Loyalty Analytics and Dashboards to meet customer's business specific needs.

Integration: 22%

3.1 When implementing Loyalty Management, determine the appropriate strategies and steps to integrate Marketing Cloud.
3.2 When implementing Loyalty Management, determine the appropriate strategies and steps for integrating Commerce Cloud.
3.3 When implementing Loyalty Management, determine the appropriate strategies and steps for integrating Service Cloud.
3.4 When integrating external systems, identify API templates and endpoints to use and implement.
3.5 When implementing Loyalty Management, determine the appropriate strategies and steps for integrating Salesforce CDP.

On-Going Loyalty Management: 10%

4.1 Utilize Loyalty Analytics and Dashboard to manage and optimize solution.
4.2 Follow best practices to move from a sandbox environment to production.
4.3 Determine how to manage techs via Mobile app and capabilities.
4.4 Understand how to enable new Loyalty campaigns and promotions.
4.5 Given a customer service scenario, determine how to resolve the issue using a Loyalty management module.

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

This technical learning journey is highly recommended, as it will prepare you for the AP exam and other Salesforce Certifications. For more information about technical learning journeys, visit the Journeys below:

Technical Learning Journeys

The Loyalty Management self-paced guided learning courses recommended for this exam include:

Loyalty Management Curriculum

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics.

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

Maintaining Your Salesforce Certification

There's no required maintenance for the Loyalty Management Accredited Professional certification at this time. Continued learning is encouraged through the Trailblazer Community, Trailhead, and Trailhead Academy.

Bookmark these useful resources for maintaining your certifications.

Loyalty Management Accredited Professional Exam Guide

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