Lesson 3: Partners, Service, Marketing, Data, Integration, and Member Experience
Lesson Overview
This lesson develops practical skills in partners, service, marketing, data, integration, and member experience for Salesforce Loyalty Management Training.
Topics Covered
Partner onboarding, agreements, settlement concepts, data exchange, and controls
Member service, cases, adjustments, complaints, fraud indicators, and resolution
Marketing Cloud, Data Cloud, personalization, segments, journeys, and campaigns
Commerce, POS, mobile, web, APIs, middleware, and external loyalty integrations
Member portals, statements, notifications, preferences, privacy, and consent
End-to-end member and partner journey validation
Practical Activity
Configure or analyze a scenario involving partner onboarding, agreements, settlement concepts, data exchange, and controls.
Build and validate an exercise covering member service, cases, adjustments, complaints, fraud indicators, and resolution and marketing cloud, data cloud, personalization, segments, journeys, and campaigns.
Use tests, logs, reports, or documentation to verify end-to-end member and partner journey validation.
Key Takeaways
Explain partner onboarding, agreements, settlement concepts, data exchange, and controls in the context of Salesforce Loyalty Management Training.
Apply practical methods for member service, cases, adjustments, complaints, fraud indicators, and resolution and marketing cloud, data cloud, personalization, segments, journeys, and campaigns.
Test, document, and troubleshoot end-to-end member and partner journey validation.
