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| Section | Weight | Objectives |
|---|---|---|
| Discovery | 13% | - Salesforce UX Personas and Processes - User Needs and Requirements Gathering - Research Methods and Tools - Business Value of Salesforce UX |
| Prototyping & Validation | - Prototyping Methods - Usability Testing and Iteration | |
| Salesforce Platform UX Implementation | - Lightning Design System (SLDS) - Mobile UX and Responsive Design - Declarative UX Configuration | |
| UX Fundamentals | 16% | - Branding and Visual Design Impact - Human-Centered Design Principles - Usability and Information Architecture - Accessibility and Inclusive Design |
| Design Strategy & Solutioning | - Problem Definition and Scoping - Journey Mapping and Experience Design |
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NEW QUESTION # 156
A UX Designer is considering the design of a record creation screen for the custom object Appointment.
Appointment records have two record types: Virtual and In-Person. Virtual appointments may have different virtual meeting software options, each with fields specific to it. Which consideration should be made when creating this record using Dynamic Forms?
Answer: C
Explanation:
The uploaded study guide identifies A. A separate layout is needed for each record type as the correct consideration.
The scenario describes two Appointment record types-Virtual and In-Person-with different information requirements. Virtual appointments may additionally require fields that vary depending on the virtual meeting software being used. The study guide therefore emphasizes the need to account for those distinct record-type layouts when designing the record-creation experience.
Option B concerns inline editing in list views and does not address the central challenge of presenting different fields during record creation.
Option C concerns mobile availability of the field-section component, but that is not the design issue selected by the study guide for this question.
The important UX consideration is that users should see fields relevant to the kind of appointment they are creating. Presenting fields intended for Virtual appointments to users creating an In-Person appointment would add unnecessary complexity. Conversely, omitting software-specific fields from the Virtual workflow could prevent users from entering required information.
The study-guide answer therefore links record types and layout structure to a more contextually appropriate record-creation experience.
Study Guide reference/topics: Dynamic Forms, record types, layouts, conditional data requirements, Declarative Design.
NEW QUESTION # 157
A UX Designer wants to use the Salesforce Lightning Design System (SLDS) to create consistent user interface across Cloud Kicks' various platforms.
On which three platforms could the designer use SLDS resources?
Choose 3 answers
Answer: B,D,E
Explanation:
The Salesforce Lightning Design System (SLDS) is a collection of design resources that help create consistent and beautiful user interfaces across various platforms. The SLDS includes base components, tokens, design patterns, icons, fonts, and more, that follow the design principles and best practices of Lightning Experience. The SLDS can be used on the following three platforms:
Visualforce: Visualforce is a framework that allows developers to create custom user interfaces for web and mobile applications on the Salesforce platform. Visualforce pages can leverage the SLDS styles to match the look and feel of Lightning Experience, without writing any CSS code.By adding the attributelightningStylesheets="true"to the<apex:page>tag, Visualforce pages can automatically transform the standard Visualforce components into their SLDS equivalents12.
Heroku: Heroku is a cloud platform that supports various languages and frameworks, such as Node.js, Java, or PHP. Heroku applications can leverage the SLDS resources, such as the base components, the tokens, and the design patterns, to create web applications that have a consistent Lightning Experience look and feel.Heroku applications can also use the Lightning Out feature to embed Lightning components into their pages, and use the Lightning Web Components framework to create reusable UI elements34.
Azure: Azure is a cloud platform that offers various services and tools for building, deploying, and managing applications. Azure applications can leverage the SLDS resources, such as the base components, the tokens, and the design patterns, to create web applications that have a consistent Lightning Experience look and feel.Azure applications can also use the Lightning Out feature to embed Lightning components into their pages, and use the Lightning Web Components framework to create reusable UI elements56.
[Lightning Stylesheets for Visualforce | Salesforce Trailhead]1
[Lightning Stylesheets for Visualforce | Salesforce Developers]2
[Build Apps with Lightning Design System | Salesforce Trailhead]3
[Lightning Web Components | Salesforce Developers]4
[Salesforce Lightning Design System for Azure Web Apps | Microsoft Azure]5
[Lightning Web Components and Azure | Salesforce Developers]6
NEW QUESTION # 158
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: C
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 # 159
A UX Designer is attending a sprint planning session as part of their team's Agile ceremonies.
Which methodology could the designer be asked to use to roughly estimate the work required for each item?
Answer: A
Explanation:
The conceptual approach of desirable, feasible, and viable describes how to evaluate design solutions based on three criteria:
Desirable: The solution meets the needs and wants of the users and stakeholders.
Feasible: The solution can be implemented with the available resources and technology.
Viable: The solution can generate value and sustain itself in the market and environment. By incorporating human-centered design, CK is aiming to create design solutions that are desirable for its Sales team and customers, feasible with the Salesforce platform and tools, and viable for its business goals and strategy.Reference:
[1]: UX Designer Certification Prep: Design Thinking, Unit 3: Ideate
[2]: UX Designer Certification Prep: Design Thinking, Unit 4: Prototype and Test T-shirt sizing is a methodology that can be used to roughly estimate the work required for each item in a sprint backlog. It involves assigning a size category (such as XS, S, M, L, XL) to each item based on its complexity, effort, and uncertainty. T-shirt sizing is a relative estimation technique that allows the team to compare items and prioritize them accordingly. It is also a quick and easy way to get a high-level overview of the scope of work without getting into too much detail.Reference:
[UX Designer Certification Prep: Agile UX]
[Agile Estimation Techniques: A True Estimation in an Agile Project]
NEW QUESTION # 160
A UX Designer is asked to design a responsive page. When screen resolution changes, the content of the page should expand across columns or wrap and push it self onto new rows.
Which Salesforce Lightning Design System (SLDS) utility provides the most flexible system to meet these requirements?
Answer: B
Explanation:
The SLDS utility that provides the most flexible system to meet the requirements of designing a responsive page isGrid. Grid is a utility that allows you to create a layout using a series of rows and columns that house your content. Grid uses a 12-column structure that can be adjusted based on breakpoints, which are predefined screen sizes that trigger a change in the layout. Grid also supports nesting, alignment, ordering, and offsetting of the columns.By using Grid, you can create a responsive page that can adapt to different screen resolutions and devices12[Grid - Lightning Design System], [Mastering Salesforce Lightning Design System Grids and Lightning Layouts]
https://www.lightningdesignsystem.com/utilities/grid/
https://developer.salesforce.com/blogs/developer-relations/2017/04/mastering-salesforce-lightning-design-system-grids-lightning-layouts
NEW QUESTION # 161
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