Salesforce AP-212 : Loyalty Management Accredited Professional

  • Exam Code: AP-212
  • Exam Name: Loyalty Management Accredited Professional
  • Updated: Sep 02, 2026   Q&As: 106 Questions and Answers

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Salesforce AP-212 Exam Syllabus Topics:
SectionWeightObjectives
Strategies and Design16%- Define points, benefits, and redemption processes
- Design loyalty program architecture and data model
- Apply implementation best practices
- Assess business requirements and define loyalty solution
- Design promotion lifecycle and engagement strategies
On-Going Loyalty Management10%- Manage program updates and enhancements
- Configure analytics, dashboards, and reporting
- Monitor program performance and optimize
Loyalty Program and Process Configuration52%- Set up currencies, points, and transaction processing
- Manage member enrollment, profiles, and preferences
- Define incentives, experiential rewards, and vouchers
- Set up tier models, qualification, and progression
- Configure permissions and security model
- Configure partner management and collaboration
- Configure foundational program settings
Integration22%- Integrate with Salesforce CDP
- Integrate with Service Cloud
- Connect to external systems using APIs
- Integrate with Marketing Cloud
- Integrate with Commerce Cloud
Salesforce Loyalty Management Accredited Professional Sample Questions:

Question 1

A Customer Support Manager noticed that the customers support team's performance decreased since the company rolled out the Loyalty Program. The customer Support Agents complain that finding information about the Loyalty Program Member takes a lot of the time.
What is the standard solution to display the information regarding the Loyalty?
Program Member on the case detail page?

A. Create formula fields on Case Object
B. Embed Loyalty Member Profile Cards
C. Develop a custom component
D. Create a Screen Flow


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


Question 3

Northern trail Outfitters (NTO) wants to offer 10% discount on top of the annual summer sale for its Loyalty program customers.
Which two steps must a Consultant take in Loyalty Management to set up this promotion?

A. Create within the Loyalty Experiences tab a new Benefit Type for the Summer sale campaign where the Benefit Type Name is standard and the Category type is Issue Voucher.
B. Create within the Loyalty Experiences tab a new promotion for the Summer Sales campaign where the Loyalty Promotion Type is Standard and the Fulfillment Action is Issue Voucher.
C. Create within the Loyalty Experience tab a new voucher tab a new voucher definition where the Type Is Discount Percentage and the Expiration Type is fixed Date.
D. Create within the Loyalty Experiences tab a new voucher definition for the summer sales campaign where the Type is Product or Service and the expiration Type is fixed Date.


Question 4

A Marketing Manager is trying to find a dashboard that shows a reward programs progress but does not see any reports or dashboards with this information.
What does an Administrator need to do to present Loyalty Program data to the Marketing Manager?

A. Create a permission set to run reports and assign it to marketing users.
B. Modify the Marketing user profile to include permission to run reports.
C. Search Salesforce AppExchange for Loyalty Analytics apps.
D. Enable CRM Analytics and create a Loyalty app.


Question 5

Cloud Kicks has tasked its Loyalty Consultant with setting up its new Loyalty Management platform. The business requirement is to create personalized experiences across its customer journey.
Which solution should the Loyalty Consultant utilize to create personalized customer experiences?

A. Salesforce Sales Cloud
B. Salesforce Slack
C. Salesforce Marketing Cloud
D. Salesforce Order Management System


Solutions:

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

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