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| Section | Weight | Objectives |
|---|---|---|
| Testing | 11% | - Analyzing testing results and making recommendations - Planning and conducting usability testing |
| Visual Design | 11% | - Designing responsive and mobile-friendly interfaces - Applying Salesforce Lightning Design System (SLDS) |
| UX Fundamentals | 16% | - Describing the user-centered design process - Identifying user interface design principles - Understanding accessibility standards and guidelines |
| Discovery | 13% | - Determining business needs and user needs - Identifying customer experience objectives and goals - Analyzing existing user experiences and identifying gaps |
| Interaction Design | 14% | - Designing effective page layouts - Creating wireframes and prototypes - Defining user flows and interactions |
| Configuration and Customization | 10% | - Configuring Lightning pages and apps for optimal UX - Understanding declarative customization options for UX |
| Information Architecture | 12% | - Designing site maps and navigation structures - Creating effective labeling and categorization systems |
| Salesforce Lightning Design System | 13% | - Identifying the purpose and resources of SLDS - Applying SLDS components and patterns |
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125. Frage
The Client Service team at Cloud Kicks is having issues when editing an order record. The validation rule returns a top-of-page error indicating two other fields must be provided to validate and save the order changes.
How should they efficiently find the correct fields?
Antwort: A
Begründung:
A top-of-page validation is a type of validation rule that displays an error message at the top of the page when a user tries to save a record that does not meet certain criteria. A field validation is a type of validation rule that displays an error message next to a specific field when a user tries to save a record that does not meet certain criteria. The advantage of using field validations over top-of-page validations is that they provide more clarity and guidance to the user about which fields need to be corrected and why. They also reduce the cognitive load and the scrolling effort for the user, as they can see the error message right next to the field they are editing. Therefore, to help the Client Service team at Cloud Kicks efficiently find the correct fields when editing an order record, the UX designer should replace the top-of-page validation with two field validations, assigning the respective fields that are required to validate and save the order changes.Reference:
126. Frage
A UX designer want to understand the mental model of employees who have requested a new internal community the brief specifies what the employees should be able to do on the site but the designer need to suggest and suitable architecture Which technique should be used
Antwort: C
Begründung:
Card sorting is a UX research method where participants group ideas or information into different categories, based on what feels natural to them. Card sorting is ideal for the early stages of a website project, when the UX designer needs to understand how users organize and label content. Card sorting can help the UX designer to suggest a suitable architecture for the internal community, based on the employees' mental model and expectations. Card sorting can also reveal any gaps or overlaps in the content, and provide insights for naming the categories and subcategories.Card Sorting / Tree Testing | Bentley University,Tree Testing vs. Card Sorting: Which is Right for You? | Maze
127. Frage
A UX Designeris analyzing their Experience Cloud site, enabled for Knowledge articles, and is using the Featured Topic component to display content.
Which UI configuration should be used to further individualize each featured topic?
Antwort: D
Begründung:
The UI configuration that should be used to further individualize each featured topic is toselect and upload images that represent each featured topic. This option allows the UX Designer to customize the appearance of the Featured Topic component and make it more visually appealing and engaging for the users. The images can help to convey the meaning and relevance of each topic and attract the users' attention. The images can also create a consistent and branded look for the Experience Cloud site.
1: Featured Topic Component
2: Customize the Featured Topic Component
This allows users to easily distinguish between different topics and quickly scan for relevant topics. Salesforce documentation on the Featured Topics component states that "You can add a description for each featured topic, which appears in the user interface below the topic label" [1].
[1]https://help.salesforce.com/articleView?id=knowledge_articles_sites_featured_topic.htm&type=5
128. Frage
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?
Antwort: D
Begründung:
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
129. Frage
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?
Antwort: D
Begründung:
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
130. Frage
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