Cloud Kicks Usability Testing Concepts

Cloud Kicks Study Notes

• Cloud Kicks wants a website to manage events regardless of the device used. Use a responsive interface.

• Salesforce Lightning Design System (SLDS) components should be used for alignments, grids, spacing, and typography. Maintain visual consistency.

• UX Designers should be specific about usability testing issues, and not omit already known bugs.

• Illustrate existing processes, including pain-points, using business process diagrams or journey maps.

• Recommend in-app prompts to provide access to video content; sandbox testing to experiment with products; or enablement site to construct and assign custom modules to improve user experience.

• Usability testing is a goal to show users how to use a design, learn about their preferences and behaviours, and identify the best version of a page.

• Moderated usability testing can gather further information, while unmoderated testing might not be as cost-effective and time-consuming.

• Update logos via Visualforce or Page headers instead of Email templates.

• For onboarding sales reps, use features like integrated buttons, Actions/recommendations components, or key fields to complete before the next stage.

• Accessibility guidelines should include considerations for text/background colour on sites to achieve standards.

• Create visual consistency with regard to alignments, grids, spacing, and typography by leveraging the right SLDS components.

• Improve Salesforce interfaces by using separate stylesheets, SLDS UI kits/plugins, or leveraging custom layouts.

• Start by using heuristic evaluation to improve the design of an interface if the design needs updating

• Ensure company branding in Salesforce app features by adjusting search bar layouts and loading page backgrounds and using brand colors and logos correctly.

• Salesforce apps must comply with WCAG 2.1 guidelines.

• The colour palette is automatically generated based on the brand colour to be WCAG compliant.

• Use sprint backlogging/prioritization matrix/t-shirt sizing to roughly estimate work required for items (in Agile ceremonies).

• Use 'Desirable, Feasible, Viable' to describe new design solutions in human-centered approaches.

• Include a company logo using Visualforce pages or Page headers instead of email templates.

• Use personas, storyboards, or high-fidelity prototypes to help the team visualize the customer needs.

• Consider 'Online surveys', 'Usability studies', or 'A/B testing' to collect feedback about tasks and activities.

• Set the minimum target size for interactive website elements on mobile devices to 44 pixels wide by 44 pixels tall.

• Tabbing order should be logical in accessible keyboard navigation, with audio feedback and highlighted actionable items.

• Inclusive design values include recognizing imperfection, learning from diversity, and focusing on one person.

• Creative problem solving is facilitated by the use of diverging and converging or simple and innovative approaches.

• Lightning console, or Lightning Console Apps, is useful to provide tailored functionality for sales representatives to offer quicker, more competitive pricing.

• Include actions using a single click.

• Ability to view multiple list views, or toggle between multiple records, is a requirement for the console.

• Design tokens, or Design Patterns, should be used for design scalability, consistency, and applying attributes.

• Use Salesforce solutions such as Commerce Cloud, Experience Cloud, or Sales Cloud to improve customer relationship management in a B2B sales portal.

• Avoid societal or unconscious biases if any demographic data or other data is used in AI models.

• Consider knowledge articles when presenting and displaying Knowledge articles.

• Consider using ‘Page layouts or permissions’ to limit the display of fields needed.

• Display topics in a knowledge article in the same way internally.

• Involve users where there are multiple steps, or use In-App Guidance; or use the walkthrough app for complex or new processes.

• Use a visual structure such as journey maps, user stories, and interactive prototypes for discovery workshops.

• Use a case object to represent customers with the bank, and a lead object or account object to create records if the bank doesn't have any corporate or business customers.

• Optimize the relationship in objects like containers and container Bids using a Master-detail, Hierarchical Lookup, or Many-to-one Lookup relationship.

• A visual solution should be emphasized as opposed to a theoretical one when dealing with UI experience.

• Adapt website size and content to suit screen size, platform, orientation, and hierarchy/scale.

• Use Lightning Component Library and appropriate SLDS resources to design experiences/components consistently.

• Specify prompt scheduling for user experience.

• Use wireframes or UI mockups to quickly plan and communicate page layouts.

• Separate layout is needed for each record type.

• Fields available for inline editing differ between desktop and mobile.

• In a mobile-friendly environment, improve the usability of accordion elements using the browser's back button or expanding the first section by default.

• Consider the use of a utility bar to perform common tasks without leaving the current page, and for accessing reports that are commonly used.

• Consider using ‘Audience targeting’ or ‘field-level security’ to control visibility between internal and external users in a single layout.

• Use a visual system like ‘Menu Tabs’ based on user types to create a user experience that is suitable for particular groups of users.

• Use 'Visualforce' and ‘Lightning Pages’ to make menu tabs accessible.

• Follow ‘Qualitative’ or ‘Quantitative’ research methodologies to track usability over time.

• Implement 'In-App Guidance' for guidance about new features, or 'Docked prompts' based on new feature rollouts or training videos, to assist with usability.

• Design components for accessibility from the beginning to ensure the use of suitable elements, rather than trying to make them accessible later.

• When creating a component (e.g., To-Do list) structure in parent and child elements, consider what happens to the CSS from the parent item, in the stylesheet.

• Use the Salesforce components where possible for common tasks to enable quicker implementation.

• Use the Experience Builder theme panel to enable consistency across branding.

• Use design tokens, CSS hex colours, JS libraries for visual implementation of a company's style guide and branding guidelines.

This quiz covers important topics related to website usability testing and design for Cloud Kicks. Focus will be on responsive design, the use of Salesforce Lightning Design System, and recommendations for enhancing user experience. Explore various testing methodologies and their implications for user feedback.