Lesson 2: Benefits, Promotions, Vouchers, Accrual, Redemption, and Rules
Lesson Overview
This lesson develops practical skills in benefits, promotions, vouchers, accrual, redemption, and rules for Salesforce Loyalty Management Training.
Topics Covered
Member benefits, tier benefits, partner benefits, experiences, and entitlement concepts
Promotion setup, eligibility, enrollment, multipliers, bonuses, and time windows
Vouchers, issuance, redemption, expiration, liability, and customer service
Accrual and redemption rules, transaction journals, cancellations, adjustments, and disputes
Process automation, decisioning, flows, approvals, and exception handling
Promotion and transaction scenario testing
Practical Activity
Configure or analyze a scenario involving member benefits, tier benefits, partner benefits, experiences, and entitlement concepts.
Build and validate an exercise covering promotion setup, eligibility, enrollment, multipliers, bonuses, and time windows and vouchers, issuance, redemption, expiration, liability, and customer service.
Use tests, logs, reports, or documentation to verify promotion and transaction scenario testing.
Key Takeaways
Explain member benefits, tier benefits, partner benefits, experiences, and entitlement concepts in the context of Salesforce Loyalty Management Training.
Apply practical methods for promotion setup, eligibility, enrollment, multipliers, bonuses, and time windows and vouchers, issuance, redemption, expiration, liability, and customer service.
Test, document, and troubleshoot promotion and transaction scenario testing.
