Cloud Kicks UX Design Principles
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Responsive User Interface

An interface that adapts to different devices and screen sizes.

Utility Classes

Predefined classes in SLDS used for consistent spacing and alignment.

User Journey Map

A visual representation of the user's experience over time.

Heuristic Evaluation

A usability inspection method for identifying usability issues.

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Design Tokens

Variables holding design decisions like colors and spacing for consistency.

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In-App Guidance

On-screen prompts helping users navigate features within an app.

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Accessibility Guidelines

Standards to make content accessible to all users, including those with disabilities.

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Dynamic Forms

Forms that change based on user interactions, showing relevant fields.

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A/B Testing

Comparing two versions of a design to see which performs better.

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User Feedback Session

Gathering insights from users about their experiences with a product.

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Lightweight Interface

Minimal design promoting quick access and ease of use.

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Experience Cloud

Salesforce platform for building branded customer engagement sites.

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Progress Indicator

Visual sign showing users their progress through a process.

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User Persona

A fictional character representing a target user type.

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Interactive Prototyping

Creating a test version of a product to simulate the user experience.

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Semantic Markup

Using HTML tags that convey meaning about the content.

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Field-Level Security

Permissions that control access to specific fields in Salesforce.

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Navigation Tabs

UI elements allowing users to switch between different sections of an app.

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Visual Design Principles

Guidelines for creating visually appealing and functional interfaces.

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Path Component

A Salesforce feature showing stage progression in a process.

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Documentation Standards

Set protocols for maintaining consistency in design and usage.

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Storyboards

Visual representation outlining user interactions or service experiences.

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UX Research

Study to understand user behaviors, needs, and motivations.

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Content Strategy

Planning for content creation, delivery, and governance.

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Consistency

Maintaining uniformity in design across different platforms.

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Quantitative Research

Gathering numerical data to analyze user behavior patterns.

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Cross-Functional Collaboration

Working together across different departments or teams.

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Feedback Loops

Process of gathering user feedback to iterate on design.

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Visual Consistency

Ensuring design elements are uniform for user recognition.

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Study Notes

Cloud Kicks Study Notes

  • Cloud Kicks wants a site for customers to manage events, regardless of device. A responsive user interface is the best practice.
  • Salesforce Lightning Design System (SLDS) components provide visual consistency for alignments, grids, spacing, and typography.
  • When presenting usability testing findings, be specific about the issues encountered by testers. Omit already known bugs.
  • A UX Designer should create a business process diagram or journey map to illustrate an existing process, including pain points and opportunities.
  • Cloud Kicks wants gamified learning content. In-app prompts, a Sandbox, and Enablement Sites are all possible recommendations.
  • Usability testing goals include demonstrating how users can use a design and learning about their behavior and preferences to identify the best variations of a page.
  • Moderated usability studies allow follow-up questions for better information about participant issues.
  • For logo updates, code updates are needed in Visualforce pages or page headers.
  • Onboarding value for sales representatives can be addressed with integrated buttons to automate approvals or key fields for completion.
  • A UX Designer needs to consider accessibility guidelines, such as Distinguishable, when customizing the look and feel of a site using Experience Builder.
  • The best initial UX tool for interface updates is heuristic evaluation.
  • To ensure company branding in their Salesforce app, their branding style includes background images, color, and loading page logos.
  • Brand color should align with WCAG 2.1 compliance for color palettes.
  • Companies should use methodologies like V2MOM and Agile for human-centered designs.

Accessibility

  • Web Content Accessibility Guidelines (WCAG) 2.1 guidelines include Perceivable, Operable, Understandable, and Robust.
  • Color contrast ratios are important for the accessibility guidelines. Ratios must be at least 7:1 for normal text.

Salesforce Experience Cloud

  • UX Designers should leverage Salesforce tools like Commerce Cloud, Experience Cloud, or Sales Cloud in order to implement CRM.

Usability Testing

  • Determine the best method for a study (moderated or unmoderated) based on the research scope.
  • Use online surveys for tasks without requiring much imagination or emotion.
  • Design and conduct different testing methods based on varying factors that determine methodology choice.
  • Focus on the essential details and eliminate unnecessary or vague questions.
  • Include feedback in the plan for the best approach to the experience.
  • Ensure questions for each audience are relevant, and eliminate unnecessary or vague questions.

Customer Service

  • Sales representatives have unique needs. Adapt Knowledge article presentation to both internal and external users.
  • In-App Guidance clarifies information and enables efficient processes.
  • In-App Guidance should clarify for all users.
  • Create a customizable help menu for a company's staff.
  • Develop training and support materials.

Design Principles

  • Designers need to consider the overall strategy and problems before moving to potential solutions.
  • Be clear with all explanations involved in AI technology.
  • Leverage the Salesforce Lightning Design System (SLDS) to create consistent components for design components.

Customer Interviews

  • Designers need to ensure the interview is friendly and informal to avoid influencing the interview subjects.
  • Identify important insights early in the interview process.

Additional information

  • Create business process diagrams and journey maps to illustrate the steps in processes or to map out the experience.
  • Understand the problem before developing solutions.
  • Work together to gain acceptance from others before developing indicators.
  • Identify usability problems based on existing systems.
  • Consider stakeholders and end-user details.
  • Design intuitive and accurate navigation in the end-user experience.
  • Optimize design experiences for efficiency and visibility.
  • Create and share useful methods when engaging with others.

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Description

Explore the essential UX design principles for Cloud Kicks, focusing on responsive interfaces and user testing. This quiz covers key concepts such as the Salesforce Lightning Design System, usability testing goals, and the creation of journey maps for better user experience. Test your understanding of gamified learning recommendations as well.

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