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| Section | Weight | Objectives |
|---|---|---|
| Salesforce Platform UX Implementation | - Mobile UX and Responsive Design - Lightning Design System (SLDS) - Declarative UX Configuration | |
| Discovery | 13% | - Salesforce UX Personas and Processes - Research Methods and Tools - User Needs and Requirements Gathering - Business Value of Salesforce UX |
| Prototyping & Validation | - Usability Testing and Iteration - Prototyping Methods | |
| UX Fundamentals | 16% | - Usability and Information Architecture - Branding and Visual Design Impact - Human-Centered Design Principles - Accessibility and Inclusive Design |
| Design Strategy & Solutioning | - Journey Mapping and Experience Design - Problem Definition and Scoping |
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NEW QUESTION # 114
Financial advisors should be able to access a customer's record in Sales Cloud and see all potential business opportunities related to each individual customer. The bank does not have any corporate or business customers at this time. How should a UX Designer suggest the bank represent its customers within its Salesforce instance?
Answer: B
Explanation:
The uploaded study guide identifies C. Account Object as the correct answer.
The scenario requires Salesforce to represent existing individual customers in a way that allows financial advisors to open a customer record and see associated business opportunities. The study guide therefore selects the Account object rather than Case or Lead.
A Case represents a support or service issue rather than the customer entity itself, so it would not provide the correct foundation for representing the person whose opportunities need to be viewed. A Lead represents a prospective individual or organization before that prospect is converted into the established Salesforce customer structure. The scenario, however, refers to customers whose business opportunities must already be associated with their records.
The fact that the bank currently serves individuals rather than corporate customers does not change the study guide's selected Salesforce object. The essential UX and data-model requirement is to represent the customer using the object intended to anchor the relationship and associated opportunities.
Correct object selection directly affects the quality of the user experience because advisors need a coherent customer record from which related sales activity can be viewed.
Study Guide reference/topics: Salesforce objects, customer representation, Account records, Sales Cloud, Declarative Design.
NEW QUESTION # 115
Cloud Kicks has identified a Trusted Advisor persona as their primary focus for the next iteration.
Which key business process defining their work should be analyzed to make sure the delivered experience fits their needs?
Answer: A
Explanation:
According to the Salesforce Trailhead, the Trusted Advisor persona spends 3+ hours a day maintaining relationships with existing customers. They upsell products, grow deals, and manage renewals.This persona also spends time prospecting for new opportunities in existing accounts and gathering requirements from prospects1 Therefore, the key business process that defines their work and should be analyzed to make sure the delivered experience fits their needs is maintaining relationships with existing customers. This process involves understanding the customer's needs, goals, expectations, and satisfaction, as well as providing them with relevant solutions, support, and value.The UX Designer should focus on creating a user interface that enables the Trusted Advisor to easily access and update customer information, communicate and collaborate with customers, and track and measure customer loyalty and retention23 Managing sales pipeline and forecasting: This is not the key business process that defines the work of the Trusted Advisor persona, but rather the Data Expert persona. The Data Expert persona spends 3+ hours a day on reporting and sales forecasting.They also spend 1-3 hours managing the sales pipeline and tools for the sales team1 Customizing and administering Salesforce: This is not the key business process that defines the work of the Trusted Advisor persona, but rather the Sales Leader persona. The Sales Leader persona spends most of their day managing, coaching, and training sales reps.They also spend time managing tools and processes for sales reps, which includes customizing and administering Salesforce1 Learn About Sales Cloud Personas Unit | Salesforce Trailhead How to Increase Your Sales with Personas for Salesforce Users | RTS Labs How to Use Journey Mapping to Improve Employee Engagement
NEW QUESTION # 116
A UX Designer has been asked to improve Salesforce adoption among sales representatives at Cloud Kicks.
After conducting stakeholder and user interviews, the designer finds there is no clear, consistent sales process.
What should the designer do next?
Answer: B
Explanation:
The correct answer is C. Conduct a workshop with stakeholders to align on the current state and build consensus, as explicitly keyed in the study guide.
The discovery interviews have revealed that the fundamental problem is not simply poor adoption; Cloud Kicks lacks a clear and consistent sales process. Implementing user guidance before the organization agrees on the process would therefore attempt to teach users a workflow that is not yet defined.
Option A is premature. In-App Guidance may support adoption after a process is established, but it cannot resolve disagreement about what that process should be.
Option B gathers additional individual preferences, but the problem described is organizational alignment rather than a shortage of opinions. More isolated responses could actually increase ambiguity if different representatives prefer different approaches.
The study guide therefore favors a collaborative workshop. Bringing stakeholders together allows the team to make the current process visible, identify inconsistencies, establish shared understanding, and build consensus before designing the future experience.
The Discovery principle is clear: align on the problem and current state before implementing the solution.
Study Guide reference/topics: Discovery, stakeholder workshops, current-state alignment, consensus building, adoption strategy.
NEW QUESTION # 117
Cloud Kicks wants its Discovery team to help explain the relationships between process steps and business teams.
Which types of process map should they produce?
Answer: C
Explanation:
A cross-functional flowchart is a type of process map that shows the relationships between process steps and business teams. A cross-functional flowchart uses horizontal or vertical swimlanes to group the process steps by the roles or departments that are responsible for them. A cross-functional flowchart can help Cloud Kicks' Discovery team to explain how different teams collaborate and communicate in the process, as well as identify any gaps, overlaps, or inefficiencies in the process.A cross-functional flowchart can also show the inputs, outputs, and decisions at each step, and the flow of information and materials across the swimlanes12.Reference:
Cross-Functional Flowchart
Create a Cross-Functional Flowchart
NEW QUESTION # 118
Cloud Kicks wants to plan out the strategy for an upcoming discovery phase.
Which three practices should be considered?
Choose 3 answers
Answer: C,D,E
Explanation:
The discovery phase is a crucial stage in any UX design project, as it helps to understand the user needs, business goals, and technical constraints of the problem1.The discovery phase typically involves various research methods, such as interviews, surveys, observations, and analytics, to gather data and insights about the users and the context of use2. The outputs of the discovery phase are artifacts that synthesize and communicate the findings and insights from the research. Some of the practices that should be considered for planning out the strategy for an upcoming discovery phase are:
Gather insight from end users: One of the main objectives of the discovery phase is to empathize with the end users and understand their goals, motivations, pain points, behaviors, and preferences.This can be done by conducting user research, such as interviews, surveys, focus groups, or usability tests, to collect qualitative and quantitative data from the target audience3. Gathering insight from end users helps to validate the assumptions and hypotheses about the problem and the solution, as well as to identify the user requirements and expectations for the design.
Establish the research plan and timeline: Before conducting any user research, it is important to establish a clear and realistic research plan and timeline. The research plan should define the research objectives, questions, methods, participants, and deliverables.The research timeline should specify the duration, frequency, and sequence of the research activities, as well as the deadlines and milestones for the deliverables4. Establishing the research plan and timeline helps to ensure that the discovery phase is well-organized, efficient, and effective, as well as to communicate the expectations and responsibilities to the stakeholders and the team members.
Understand the problem before moving to solutions: Another key practice for the discovery phase is to focus on understanding the problem before jumping to solutions. This means defining the problem statement, the scope, and the constraints of the project, as well as identifying the root causes, the symptoms, and the impacts of the problem. Understanding the problem before moving to solutions helps to avoid wasting time and resources on creating solutions that do not address the real needs and pain points of the users, or that are not feasible or viable for the business or the technology.
The other two options, considering platform-based before custom solutions and determining user acceptance criteria, are not practices that should be considered for planning out the strategy for an upcoming discovery phase.Considering platform-based before custom solutions is a practice that belongs to the design phase, not the discovery phase, as it involves choosing the best solution option based on the user research findings and the design principles5.Determining user acceptance criteria is a practice that belongs to the testing phase, not the discovery phase, as it involves defining the criteria that the solution must meet to be accepted by the users and the stakeholders6.
For Cloud Kicks' upcoming discovery phase, the three practices that should be considered are:
A) Understand the Problem Before Moving to Solutions: Establishing a clear understanding of theproblem and what the desired outcomes are before beginning the discovery phase is essential for successful project planning. This can be done by gathering data and insights from end users, conducting research, and understanding how the problem is currentlybeing addressed.
B) Gather Insight from End Users: Gathering insights from end users is a crucial step in the discovery phase. End users provide valuable feedback and insights into the problem and how a potential solution may work. This feedback can helpshape the overall project plan and help identify potential solutions.
C) Establish the Research Plan and Timeline: The research plan and timeline should be established before beginning the discovery phase. This should include a list of tasks to be completed, the resources needed, and a timeline for completion. This plan should be communicated to all stakeholders so everyone is aware of the project goals and timeline.
NEW QUESTION # 119
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