Exam Name: Loyalty Management Accredited Professional
Certification Provider: Salesforce
Corresponding Certification: Loyalty Management
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Check Updated on: Aug 07, 2026
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Salesforce AP-212 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Loyalty Management Fundamentals | 15% | - Identify key business outcomes loyalty management drives - Explain loyalty program types and structures - Describe the core concepts of loyalty management |
| Member Management | 20% | - Create and manage loyalty program members - Implement member lifecycle stages - Configure member tiers and benefits - Manage member enrollment and registration |
| Loyalty Program Configuration | 25% | - Configure earning and redemption rules - Implement program mechanics and journey milestones - Set up loyalty programs, rules, and promotions - Design tier structures and qualification criteria |
| Analytics and Reporting | 10% | - Analyze member engagement and program performance - Use Loyalty Management reporting features - Monitor loyalty metrics and KPIs |
| Partner Management | 10% | - Manage partner program participation - Configure loyalty partners and relationships - Set up partner earning and redemption rules |
| Points and Rewards Management | 20% | - Implement point expiration and adjustment rules - Configure reward types and catalogs - Manage loyalty currency (points) operations - Process point transactions (earning, redeeming, adjusting) |
Salesforce Loyalty Management Accredited Professional Sample Questions:
1. A Consultant needs to set up a new tier-point reset process for a new Loyalty Program, where the data-processing engine (DE) configuration is required.
How should the Consultant set up the data-processing engine with the least configuration effort?
A) Create a copy of the reset qualifying points DPE template.
B) Create a copy of the expire activity based non-qualifying points DPE template.
C) Create a new data-processing engine from scratch / by first principle.
D) Create a copy of the expire fixed non-qualifying points DPE template.
2. In order to view the information pertaining to a member's recent transactions and manual adjustments on the Contact record, what are the two suggestions that an IT Administrator should propose to the Member Services team? Select two
A) Incorporate the Member Service Manager Home Dashboard on the Contact record
B) Incorporate the 'Transaction Journals' related list on the Contact record
C) Incorporate the 'Member Summary Embedded Dashboard' on the Contact record
D) Incorporate the 'View Member Profile' component on the Contact record
3. 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) CLAAnalytics Base Admin
B) Loyalty Analytics User
C) CRM Analytics User
D) Data Pipeline User
4. Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the Loyalty program. The consultant needs to add a program partner.
Which fields are required to set up a partner?
A) Name, Partnership Start Data, Billing Type, Status, Type
D, Name, Partnership Start Data, Industry, Status, Type
B) Name, Partnership Start Data, Industry, Status, Billing Type
C) Name, Program, Program Partnership Category, Type, Billing Type
5. A new segment in Customer Data Platform (CDP) will be used for sending notification emails to members with the following requirements: - The mail is sent on the first day of the month to the members that will have their membership expire at the end of the same month, starting from the 1st of April to 30th of June
- member's expiry-date are standardized to the last day of the month.
Which two configuration options below should be used for the new segment to fulfill this segmentation requirement?
A) In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date
B) In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute.
C) In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.
D) In "Segment Property", set "Publish Schedule" to "Don't Refresh".
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B,C | Question # 3 Answer: B | Question # 4 Answer: C | Question # 5 Answer: A,C |
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