Salesforce AP-212 : Loyalty Management Accredited Professional

  • Exam Code: AP-212
  • Exam Name: Loyalty Management Accredited Professional
  • Updated: Jul 29, 2026     Q & A: 106 Questions and Answers

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Salesforce AP-212 Exam Syllabus Topics:

SectionWeightObjectives
Analytics and Reporting10%- Analyze member engagement and program performance
- Use Loyalty Management reporting features
- Monitor loyalty metrics and KPIs
Loyalty Management Fundamentals15%- Explain loyalty program types and structures
- Identify key business outcomes loyalty management drives
- Describe the core concepts of loyalty management
Loyalty Program Configuration25%- Implement program mechanics and journey milestones
- Set up loyalty programs, rules, and promotions
- Configure earning and redemption rules
- Design tier structures and qualification criteria
Member Management20%- Create and manage loyalty program members
- Manage member enrollment and registration
- Configure member tiers and benefits
- Implement member lifecycle stages
Points and Rewards Management20%- Process point transactions (earning, redeeming, adjusting)
- Configure reward types and catalogs
- Implement point expiration and adjustment rules
- Manage loyalty currency (points) operations
Partner Management10%- Set up partner earning and redemption rules
- Manage partner program participation
- Configure loyalty partners and relationships

Salesforce Loyalty Management Accredited Professional Sample Questions:

1. A company has recently rolled out a Loyalty Program with three tiers. The lowest tier is Silver, and the highest tier is Platinum. The company decided to offer Platinum members exclusive access to VIP events.
How should an Administrator configure the Loyalty Program for Platinum members?

A) Set up Members "Exclusive Access to VIP Events" as a Loyalty Tier Benefit
B) Set up Members "Exclusive Access to VIP Events" as a Member Promotion
C) Set up Members "Exclusive Access to VIP Events" as a Voucher
D) Set up Members "Exclusive Access to VIP Events" as a Transaction Journal


2. 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: "This Month" for the "Membership Expiry Date" attribute.
C) In "Segment Property", set "Publish Schedule" to "Don't Refresh".
D) In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute.


3. A company has new accrual and redemption partner that they wish to add to its Loyalty program as part of a strategic business partnership.
Once the Administrator selects the loyalty program, which steps should the Administrator take to add new partner to the program?

A) Chose relevant account name to Associate to the program > Set program partner type to 'Both' (Accrual and Redemption)
B) Enter the program partner name > Associate to an account> Set program partner type to 'Both' (Accrual and Redemption)
C) Enter the partner contact name > Associate to a partner Contact Name > Set program type to 'Both' (Accrual and Redemption)
D) Enter the program partner name > Associate to a Partner Contact Name > Set program partner type to
'Both' (Accrual and Redemption)


4. When implementing Analytics for Loyalty, what are the three steps to turn on analytics and dashboards?

A) Install CRM Analytics package
B) Schedule dataflow for the analytics
C) Create an App using existing templates
D) Assign Analytics for Loyalty User Permissions.
E) Create standard Salesforce reports and dashboard


5. 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 Summary Embedded Dashboard' on the Contact record
B) Incorporate the 'View Member Profile' component on the Contact record
C) Incorporate the Member Service Manager Home Dashboard on the Contact record
D) Incorporate the 'Transaction Journals' related list on the Contact record


Solutions:

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

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