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| Section | Weight | Objectives |
|---|---|---|
| Declarative Design | 27% | - Design using Salesforce declarative tools
|
| Discovery | 13% | - Gather user requirements and plan design strategy
|
| Testing | 11% | - Validate and test designs
|
| Design System Implementation | 20% | - Leverage SLDS and design standards
|
| Human-Centered Design | 12% | - Apply design thinking and human-centered principles
|
| Strategy and Governance | 17% | - Define UX strategy and governance
|
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NEW QUESTION # 67
Which document should be the source of truth for consistency when implementing a company's brand on Salesforce?
Answer: B
Explanation:
A style guide is a document that defines the visual identity and branding of a company, such as the logo, color palette, typography, iconography, imagery, and tone of voice. It helps ensure consistency and coherence across different platforms and channels, and communicates the company's values and personality. When implementing a company's brand on Salesforce, the style guide should be the source of truth for consistency, as it provides the guidelines and rules for applying the brand elements to the user interface. A style guide can also include a pattern library, which is a collection of reusable UI components and design patterns that follow the style guide. A design principle is a statement that expresses the core values and goals of a design process, and guides the decision making and evaluation of a design solution. The Salesforce Lightning Design System (SLDS) is a set of design guidelines and resources for creating consistent and beautiful user experiences on the Salesforce platform. It can be used as a reference and a foundation for customizing the UI according to the company's style guide.Reference:
User Experience Designer Certification Prep: Module 5: Design User Interfaces User Experience Designer Certification Prep: Module 7: Implement User Interfaces What is a Style Guide and Why Every UX Designer Needs One What is a Pattern Library and Why Should You Use One?
The Salesforce Lightning Design System (SLDS) is a comprehensive library of design patterns, components, and guidelines that enable developers and designers to create consistentuser interfaces on the Salesforce platform. It includes a comprehensive library of user interface components, guidelines for design consistency and accessibility, and detailed usage instructions. Using the Salesforce Lightning Design System ensures that all design elements and interactions on Salesforce use the same set of standards and patterns, resulting in a consistent and unified user experience. For more information, see the Salesforce Lightning Design System page (https://www.lightningdesignsystem.com/).
NEW QUESTION # 68
Cloud Kicks (CK) wants to determine whether or not the Experience Cloud site it is launching is intuitive. CK's UX Designer is going to conduct a usability study.
What shouldbe one of the first steps when planning this study?
Answer: C
Explanation:
A usability study is a method of evaluating how easy and intuitive a product or service is to use by observing real users performing specific tasks. It can help identify usability issues, user needs, and user satisfaction. One of the first steps when planning a usability study is to define the goals of the study, which are the questions that the UX designer wants to answer or the hypotheses that they want to test. The goals of the study will guide the selection of the participants, the tasks, the metrics, and the methods of the study. For example, if the goal of the study is to find out how users navigate the Experience Cloud site, the UX designer might choose to use a task-based usability test with eye-tracking and think-aloud techniques.Reference:
NEW QUESTION # 69
Financial advisor 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: D
Explanation:
A standard person account object is the best option for representing the bank's customers within its Salesforce instance. A person account is a type of account that represents an individual rather than a company. Person accounts are a hybrid of the account and contact objects, combining their characteristics into one. They allow the bank to store information that applies to humans, such as first and last names, email, phone, address, etc. When a person account is created, a contact is automatically created and associated with the account. Person accounts are the Salesforce official model for representing an individual and can be used alongside business accounts for B2B and B2C activities.In Financial Services Cloud, person accounts can be used for a simplified, customizable user experience1. A person account can also have related opportunities, which are potential sales or revenue-generating events.This way, the financial advisor can access a customer's record and see all potential business opportunities related to each individual customer2.
The other options are not suitable for the bank's scenario. A standard lead object is a prospect or potential customer who has expressed interest in the bank's products or services, but has not yet qualified as a sales opportunity.A lead can be converted into an account, a contact, and an opportunity when it is ready to be pursued3. However, the bank does not need to use leads to track its customers, as they are already existing customers who have accounts with the bank. A standard opportunity object is a sales or revenue-generating event that is related to an account. An opportunity can have multiple stages, products, amounts, and probabilities of closing.An opportunity can also be linked to a campaign, which is a marketing initiative to generate leads or contacts4. However, the bank cannot use opportunities alone to represent its customers, as they are not standalone objects, but rather depend on accounts. A standard account object is a company or organization that the bank does business with. An account can have multiple contacts, which are the people who work at the account and interact with the bank.An account can also have related opportunities, cases, activities, and other records5. However, the bank does not have any corporate or business customers at this time, so using standard accounts would not reflect the nature of its individual customers.
Convert Salesforce Business Accounts to Person Accounts, In Financial Services Cloud, Person Accounts can be used for a simplified, customizable user experience.
Person Accounts - Salesforce, Person Accounts Sales Cloud Basics Content Close Select Filters Product Area Feature Impact Edition Developer Edition Enterprise Edition Essentials Edition Professional Edition Unlimited Edition Experience Salesforce Classic Mobile Lightning Experience Done 632 Results Configure Access to Thanks Badges Set Up WDC Configure Thanks in the Chatter Publisher and Salesforce Mobile App... Build a Culture of Recognition with WDC Manage WDC Enable or Disable WDC Settings WDC Editions and Permissions Skills Limitations Skills Customization Recommended WDC Profiles Recommended WDC Permission Sets Enable WDC Features Configure WDC Assign WDC Only User Licenses Assign WDC Licenses Configure WDC Features Assign a WDC Administrator Create a Support Case Considerations for Setting Up WDC Thanks and Skills Features Assign Publisher Layout to Profiles Assign WDC User Feature Licenses Assign WDC Profiles Assign WDC Permission Sets Endorse a Skill Via Record Detail Pages Add a Skill Via Record Detail Pages Remove a Skill Via Record Detail Pages Schedule Reminders to Update Opportunities View a List of the Accounts or Opportunities in Your Territories Things to Know About Enterprise Territory Management Territory Type Priority Optimizing Your Territory Model Continuously Designing Territory Models Territory Model Managing Territories Enterprise Territory Management Concepts Planning and Managing Territories Territory Model State Territory Type Territory Hierarchy Bird's-Eye View of Planning and Managing Territories Report on Territories with Assigned Users Report on Territories Without Assigned Accounts Run Assignment Rules for a Territory Reporting on Territories Report on Users Not Assigned to Territories Report on Summarizable Account Fields by Territory Enterprise Territory Management Identify Territory Users by Territory Role Territory Run the Opportunity Territory Assignment Filter Preview Territory Assignments for Accounts Report on Accounts Assigned to Territories Manage Territories with Enterprise Territory Management View and Manage Assignment Rules at the Territory Model Level Enterprise Territory Management: What's Different or Not Available... Show Your Reps Other Users Assigned to Their Leads' Territories Enable Features for Enterprise Territory Management Maintain Enterprise Territory Management Find Out Which Territories an Assignment Rule Applies To Enable Enterprise Territory Management Report on the Accounts and Opportunities in Your Territories Explore Your Company's Territory Model Identify Users in Territories Assigned to Accounts Enable Filter-Based Opportunity Territory Assignment Identify an Account's Sales Territories Disable Enterprise Territory Management How Account Assignment Rules Work How Do Permissions for Territories Affect Feature and Data Access? Requirements for Assigning Opportunities to Territories Manually Assigning Opportunities to Territories Manually Delete a Territory Model Create a Territory Model Record Preparing Sales Management for Territory Reporting Setting Up and Managing Territory Assignments Define Default User Access for Territory Records Account | Object Reference for the Salesforce Platform | Salesforce ..., Account | Object Reference for the Salesforce Platform | Salesforce Developers Object Reference for the Salesforce Platform English Pages Winter '24 (API version 59.0) Summer '23 (API version 58.0) Spring '23 (API version 57.0) Winter '23 (API version 56.0) Summer '22 (API version 55.0) Spring '22 (API version 54.0) Winter '22 (API version 53.0) Summer '21 (API version 52.0) Spring '21 (API version 51.0) Winter '21 (API version 50.0) Summer '20 (API version 49.0) Spring '20 (API version 48.0) Winter '20 (API version 47.0) Summer '19 (API version 46.0) Spring '19 (API version 45.0) Winter '19 (API version 44.0) Summer '18 (API version 43.0) Spring '18 (API version 42.0) Winter '18 (API version 41.0) Summer '17 (API version 40.0) Spring '17 (API version 39.0) Winter '17 (API version 38.0) Summer '16 (API version 37.0) Spring '16 (API version 36.0) Winter '16 (API version 35.0) Summer '15 (API version 34.0) Spring '15 (API version 33.0) Winter '15 (API version 32.0) Summer '14 (API version 31.0) Spring '14 (API version 30.0) j Overview of Salesforce Objects and Fields Reference Associated Objects (Feed, History, OwnerSharingRule, Share, and ChangeEvent Objects) Custom Objects Object Interfaces Standard Objects AcceptedEventRelation Account AccountBrand AccountContactRelation AccountCleanInfo AccountContactRole AccountInsight AccountOwnerSharingRule AccountPartner AccountRelationship AccountRelationshipShareRule AccountShare AccountTag AccountTeamMember AccountTerritoryAssignmentRule AccountTerritoryAssignmentRuleItem AccountTerritorySharingRule AccountUserTerritory2View ActionCadence ActionCadenceRule ActionCadenceRuleCondition ActionCadenceStep ActionCadenceStepTracker ActionCadenceStepVariant ActionCadenceTracker ActionCdncStpMonthlyMetric ActionLinkGroupTemplate ActionLinkTemplate ActionPlan ActionPlanItem ActionPlanTemplate ActionPlanTemplateItem ActionPlanTemplateItemValue ActionPlanTemplateVersion ActiveFeatureLicenseMetric ActivePermSetLicenseMetric ActiveProfileMetric ActiveScratchOrg ActivityHistory ActivityMetric ActivityUsrConnectionStatus AdAvailabilityDimensions AdAvailabilityJob AdAvailabilityViewConfig AdBuyServerAccount AdCreativeSizeType AdDigitalAvailability AdditionalNumber Address AdLinearAvailability AdOpportunity AdOrderItem AdOrderItemCreativeSizeType AdOrderLineAdTarget AdPageLayoutType AdProductTargetCategory AdQuote AdQuoteLine AdQuoteLineCreativeSizeType AdQuoteLineAdTarget AdServer AdServerAccount AdServerUser AdSpaceCreativeSizeType AdSpaceGroupMember AdSpaceSpecification AdSpecMediaPrintIssue AdTargetCategory AdTargetCategorySegment AgentWork AgentWorkSkill AIApplication AIApplicationConfig AIInsightAction AIInsightFeedback AIInsightReason AIInsightValue AiModelLanguage AIRecordInsight AllowedEmailDomain AlternativePaymentMethod AnalyticsLicensedAsset Announcement ApexClass ApexComponent ApexLog ApexPage ApexPageInfo ApexTestQueueItem ApexTestResult ApexTestResultLimits ApexTestRunResult ApexTestSuite ApexTrigger ApexTypeImplementor AppAnalyticsQueryRequest AppDefinition AppExtension ApplicationFormTemplate AppMenuItem AppointmentAssignmentPolicy AppointmentScheduleAggr Lead | Object Reference for the Salesforce Platform | Salesforce ..., Lead | Object Reference for the Salesforce Platform | Salesforce Developers Object Reference for the Salesforce Platform English Pages Winter '24 (API version 59.0) Summer '23 (API version 58.0) Spring '23 (API version 57.0) Winter '23 (API version 56.0) Summer '22 (API version 55.0) Spring '22 (API version 54.0) Winter '22 (API version 53.0) Summer '21 (API version 52.0) Spring '21 (API version 51.0) Winter '21 (API version 50.0) Summer '20 (API version 49.0) Spring '20 (API version 48.0) Winter '20 (API version 47.0) Summer '19 (API version 46.0) Spring '19 (API version 45.0) Winter '19 (API version 44.0) Summer '18 (API version 43.0) Spring '18 (API version 42.0) Winter '18 (API version 41.0) Summer '17 (API version 40.0) Spring '17 (API version 39.0) Winter '17 (API version 38.0) Summer '16 (API version 37.0) Spring '16 (API version
NEW QUESTION # 70
Cloud Kicks asks its UX Designer to create a B2B sales portal that can easily integrate customer relationship management.
Which Salesforce solution should be used?
Answer: C
Explanation:
Experience Cloud is the Salesforce solution that enables businesses to create engaging and personalized digital experiences for their customers, partners, and employees. Experience Cloud can easily integrate customer relationship management (CRM) data from Sales Cloud, Service Cloud, and other Salesforce products to provide a seamless and consistent experience across different touchpoints. Experience Cloud can also leverage the power of Commerce Cloud to create B2B sales portals that allow buyers to browse, order, and pay for products online. Experience Cloud offers various templates, components, and tools to design and build customized and branded B2B sales portals that meet the needs and expectations of the target audience.Experience Cloud Overview,Learn About B2B Commerce,Salesforce B2B Commerce Basics
NEW QUESTION # 71
A sales representative needs to quickly see key fields whenever viewing an opportunity. Which standard Salesforce feature would allow these fields to be available when they are viewing a record?
Answer: C
Explanation:
The study guide identifies C. Compact Layouts as the correct answer.
The requirement is straightforward: when a sales representative views an Opportunity record, the most important fields should be immediately available without requiring unnecessary navigation or custom development.
Compact Layouts are the standard Salesforce feature selected by the guide for surfacing key record information concisely. The UX objective is to ensure that users can quickly orient themselves to the record and access the information required for common decisions.
Option A, a custom Lightning Web Component, would introduce custom development even though the scenario can be addressed using standard Salesforce configuration. This would add implementation complexity without a demonstrated need.
Option B, Tabs, can help organize larger groups of page content, but they do not specifically solve the requirement to expose a concise group of high-value record fields.
The UX principle is prioritization of information. Not every field on an Opportunity carries equal importance during routine record viewing. A compact presentation allows the designer or administrator to surface the fields that users need most frequently while keeping the broader record available when required.
Study Guide reference/topics: Compact Layouts, key fields, Opportunity records, information prioritization, Declarative Design.
NEW QUESTION # 72
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