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Trailhead

Administer Loyalty Management

Salesforce via Trailhead

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Overview

Set up and configure Loyalty Management.
  • Learn how loyalty programs keep customers coming back.
  • Create programs to attract and retain customers with incentives, rewards, and discounts.
  • Create and manage a loyalty program to reward your customers.
  • Boost member engagement with automated loyalty processes.
  • Set up CRM Analytics for Loyalty to view key metrics about programs and members.

Syllabus

  • Loyalty Programs and Loyalty Management
    • Build Customer Loyalty
    • Discover Loyalty Program Components
    • Review Loyalty Solutions
    • Explore the Types of Loyalty Programs
  • Salesforce Loyalty Management Basics
    • Get Started with Loyalty Management
    • Set Up a Loyalty Program
    • Set Up Rewards
    • Explore Actions and Processes
    • Allow Members to View Membership Details
  • Set Up a Loyalty Program
    • Plan Your Loyalty Program
    • Create a Loyalty Program
    • Set Up Rewards
    • Work with Promotions
    • Manage Program Members
  • Loyalty Rules Management and Processing
    • Discover Loyalty Components
    • Examine Decision Tables, Batch Jobs, and Data Processing Engine
    • Explore the Accrual and Redemption Processes
    • Review the Tier Processing and Points Expiration Processes
    • Manage Benefits
  • CRM Analytics for Loyalty Administrators
    • Get Started with Loyalty Analytics
    • Prepare the Org
    • Deploy Analytics for Loyalty

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