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Salesforce Loyalty Management Accredited Professional (AP-212) Exam - Topic 3 Question 59 Discussion
Topic #: 3
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
To view information pertaining to a member's recent transactions and manual adjustments on the Contact record, an IT Administrator should propose:
Incorporate the 'Member Summary Embedded Dashboard' on the Contact record (A): This dashboard can provide a comprehensive overview of a member's loyalty activities, including recent transactions and adjustments, directly within the context of their Contact record.
Incorporate the 'Transaction Journals' related list on the Contact record (C): By adding this related list, the Member Services team can easily access detailed transaction and adjustment records associated with the loyalty program member directly from the Contact record, facilitating quick and informed customer service interactions.
Options B and D, involving the Member Service Manager Home Dashboard and the 'View Member Profile' component, do not directly address the need to view transactional information on the Contact record.
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