Lesson 1: Loyalty Management Architecture, Programs, Members, Currencies, and Tiers
Lesson Overview
This lesson develops practical skills in loyalty management architecture, programs, members, currencies, and tiers for Salesforce Loyalty Management Training.
Topics Covered
Loyalty use cases, program strategy, value proposition, stakeholders, and KPIs
Loyalty Program, Program Members, currencies, balances, journals, and transaction concepts
Tiers, tier groups, qualifying points, nonqualifying points, assessment, and expiration
Member enrollment, contact and account relationships, identifiers, and data quality
Program partners, brands, products, channels, and business-unit considerations
Program design, configuration standards, and readiness
Practical Activity
Configure or analyze a scenario involving loyalty use cases, program strategy, value proposition, stakeholders, and kpis.
Build and validate an exercise covering loyalty program, program members, currencies, balances, journals, and transaction concepts and tiers, tier groups, qualifying points, nonqualifying points, assessment, and expiration.
Use tests, logs, reports, or documentation to verify program design, configuration standards, and readiness.
Key Takeaways
Explain loyalty use cases, program strategy, value proposition, stakeholders, and kpis in the context of Salesforce Loyalty Management Training.
Apply practical methods for loyalty program, program members, currencies, balances, journals, and transaction concepts and tiers, tier groups, qualifying points, nonqualifying points, assessment, and expiration.
Test, document, and troubleshoot program design, configuration standards, and readiness.
