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Salesforce Loyalty Management Accredited Professional (AP-212) Exam - Topic 3 Question 59 Discussion

Actual exam question for Salesforce's Loyalty Management Accredited Professional (AP-212) exam
Question #: 59
Topic #: 3
[All Loyalty Management Accredited Professional (AP-212) Questions]

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

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Suggested Answer: A, C

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.


Contribute your Thoughts:

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Shenika
16 days ago
Definitely agree with A, it’s super useful.
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Virgina
21 days ago
I think A and C are the best options!
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Blair
1 month ago
I remember practicing with similar questions, and I think the 'Transaction Journals' is definitely one of the right answers. Not sure about the second one though.
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Genevive
1 month ago
I feel like the 'View Member Profile' component might be relevant too, but I can't recall if it shows transaction details specifically.
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Johanna
2 months ago
I'm not entirely sure, but I remember something about dashboards being useful. Maybe the 'Member Summary Embedded Dashboard' could work?
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Allene
2 months ago
I think we discussed the 'Transaction Journals' related list in our last session. It seems like a good option for viewing recent transactions.
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