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Salesforce Loyalty Management Accredited Professional : AP-212 Exam

AP-212 Exam Questions
  • Exam Code: AP-212
  • Exam Name: Loyalty Management Accredited Professional
  • Updated: Sep 10, 2026
  • Q & A: 106 Questions and Answers
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Salesforce AP-212 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Loyalty Program and Process Configuration52%- Set up tier models, qualification, and progression
- Define incentives, experiential rewards, and vouchers
- Manage member enrollment, profiles, and preferences
- Configure permissions and security model
- Configure partner management and collaboration
- Set up currencies, points, and transaction processing
- Configure foundational program settings
Topic 2: Integration22%- Integrate with Service Cloud
- Integrate with Commerce Cloud
- Integrate with Salesforce CDP
- Integrate with Marketing Cloud
- Connect to external systems using APIs
Topic 3: On-Going Loyalty Management10%- Manage program updates and enhancements
- Configure analytics, dashboards, and reporting
- Monitor program performance and optimize
Topic 4: Strategies and Design16%- Design promotion lifecycle and engagement strategies
- Design loyalty program architecture and data model
- Apply implementation best practices
- Assess business requirements and define loyalty solution
- Define points, benefits, and redemption processes

Salesforce Loyalty Management Accredited Professional Sample Questions:

Question #1

A Loyalty Management Consultant recently created a new analytics app, but users cannot access the app.
Which two statement correctly describes how to grant proper access on the user details page

  • A. Assign user access to permission sets for analytics for Loyalty.
  • B. Assign access by checking CRM Analytics plus user
  • C. Assign the user the analytics profile for analytics for Loyalty.
  • D. Assign user access to the analytics for Loyalty role.
Answer: A,D

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Question #2

A new promotion named "Summer Sales" within the Loyalty Program will introduce program members to the promotional campaign and send email communication to the qualified members via Marketing Cloud.
Which the customer Data Platform (CDP) package available, which two options will need to be performed within the org to achieve the required action with minimal configuration effort in mind?

  • A. Create a new segment within CDP.
  • B. Create a custom report using "Salesforce reports".
  • C. Add the Segmented "Loyalty program members" to a new "Campaigns".
  • D. "Add Segments" within the "Promotion Segments" section of the "Summer Sales" Promotion
Answer: A,D

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Question #3

A sports clothing and accessories retailer is setting up a new Loyalty program. The company wants an effective way to create urgency in its Loyalty program members to return to purchase and redeem their points within a specified period. The entire points balance expires if a member's last activity, including any purchase or points redemption, reaches 18 months.
What steps should a Loyalty Consultant follow to meet the retailer's requirement when implementing the new Loyalty program?

  • A. Set up a Qualifying Points currency and apply the expiration model 'Fixed Model'
  • B. Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'
  • C. Set up a Qualifying Points currency and apply the expiration model 'Activity Model'
  • D. Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'
Answer: D

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Question #4

A new segment in Customer Data Platform (CDP) will be used for sending notification emails to members with the following requirements: - The mail is sent on the first day of the month to the members that will have their membership expire at the end of the same month, starting from the 1st of April to 30th of June
- member's expiry-date are standardized to the last day of the month.
Which two configuration options below should be used for the new segment to fulfill this segmentation requirement?

  • A. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.
  • B. In "Segment Property", set "Publish Schedule" to "Don't Refresh".
  • C. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute.
  • D. In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date
Answer: A,D

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Question #5

A Consultant needs to configure the Loyalty tier groups for a Loyalty Program with the following specifications:
Qualifying period is reset once a year on the 31st of March.
The member-tier is not extended upon expiration.
Which two settings within the Loyalty tier groups configuration should the Consultant configure to meet the required specifications?

  • A. Extend Expiration = no extension
  • B. Extend Expiration = member enrollment anniversary
  • C. Tier-model = fixed
  • D. Tier-model = anniversary
Answer: A,C

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