Salesforce Loyalty Management Accredited Professional : AP-212

  • Exam Code: AP-212
  • Exam Name: Loyalty Management Accredited Professional
  • Updated: Jul 26, 2026
  • Q & A: 106 Questions and Answers

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About Salesforce Loyalty Management Accredited Professional : AP-212 Exam

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Salesforce AP-212 Exam Syllabus Topics:

SectionObjectives
Topic 1: Loyalty Management Fundamentals- Core concepts of loyalty programs
  • 1. Points, tiers, and rewards model
    • 2. Member lifecycle management
      Topic 2: Data Model and Integration- Loyalty data architecture
      • 1. Integration with Salesforce platform services
        • 2. Standard objects and relationships
          Topic 3: Engagement and Promotions- Campaign and promotion setup
          • 1. Event-based rewards triggers
            • 2. Targeted loyalty promotions
              Topic 4: Reporting and Analytics- Loyalty performance tracking
              • 1. Member behavior insights
                • 2. Dashboards and reports
                  Topic 5: Member and Account Management- Member enrollment and profiles
                  • 1. Account linking and identity management
                    • 2. Member status tracking
                      Topic 6: Program Setup and Configuration- Loyalty program structure
                      • 1. Earning rules configuration
                        • 2. Redemption rules configuration
                          - Tier management
                          • 1. Tier qualification rules
                            • 2. Tier benefits assignment

                              Salesforce Loyalty Management Accredited Professional Sample Questions:

                              1. Universal Containers (UC) has defined a points-based Loyalty Program, and the Loyalty members must receive an email with the point balance every time it is updated.
                              What should the Salesforce Administrator set up to enable a real-time currency model?

                              A) Enable Real-Time Update of Non-Qualifying Points Balance
                              B) Non-Qualifying Points updates happen in real-time by default
                              C) Enable Real-Time Update of Qualifying Points Balance
                              D) Create a Flow to update the Points Balance field


                              2. Universal Containers (UC) plans to implement Loyalty Management and change its current strategy of giving benefits to all members equally. UC wants to use its Loyalty program to build a network of brand advocates-people who are willing to endorse the UC brand because of positive experiences.
                              Which three ways can Loyalty Management help to fulfill the new strategy?

                              A) Issue tickets to a concert to any Loyalty member that posts a product review on social media
                              B) Create a Loyalty program tier with member benefits to keep customers engaged.
                              C) Send promotions at the right time to the right program members using Salesforce CDP's market segmentation capabilities
                              D) Maintain a Loyalty solution on separate systems (Loyalty Management for accruals and an External Analytics system) to ensure data integrity
                              E) Define a transactional point-based program, in which one point is earn for every dollar spent


                              3. Ursa Major Solar has recently rolled out its Loyalty Program. The customer support agents need access to Loyalty Program Member's information. The System Administrator at Ursa Major Solar has placed the Loyalty Members Profile Cards on the Lightning Record Page, and all access is granted; however, it is still not visible on the page.
                              What setting is missing and preventing the visibility of the pages?

                              A) Setup the Member Summary Embedded Dashboard
                              B) Setup the Member NPS Dashboard
                              C) Setup the Member Preferences Embedded Dashboard
                              D) Setup the Loyalty Program as Primary


                              4. The Loyalty Administrator for Northern Trail Outfitters (NTO) defines Basic and Premium as the two Tiers for its Insider program. They want to define a free product sample for all members in Premium Tier.
                              How does NTO configure tiers within the Loyalty Program to give vouchers for members in the Premium Tier?

                              A) Voucher Management; Benefits Setup (in Program console); Benefit Action to process benefits
                              B) Voucher Management; Benefits Setup (in Program console); Benefit Action to define downstream actions and FLOW - Benefit action for orchestration
                              C) Voucher Management and Benefits Setup
                              D) Voucher Management and Benefit Action


                              5. 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) Process Member Benefit Action
                              D) Assign Member Tier Benefits Action


                              Solutions:

                              Question # 1
                              Answer: C
                              Question # 2
                              Answer: A,B,C
                              Question # 3
                              Answer: D
                              Question # 4
                              Answer: B
                              Question # 5
                              Answer: C,D

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