Podcast
Questions and Answers
Cloud Kicks needs functional components that will be used on many pages. The components need to be consistent with the look and feel of Lightning Experience. What does the Salesforce Lightning Design System (SLDS) provide that will ensure consistency?
Cloud Kicks needs functional components that will be used on many pages. The components need to be consistent with the look and feel of Lightning Experience. What does the Salesforce Lightning Design System (SLDS) provide that will ensure consistency?
Cloud Kicks (CK) wants to create an external-facing site where users can: Manage and submit cases via the web, Browse and search Knowledge Base articles, Contact Support via live chat. Which cloud should be used to design an appropropriate solution for CK's users?
Cloud Kicks (CK) wants to create an external-facing site where users can: Manage and submit cases via the web, Browse and search Knowledge Base articles, Contact Support via live chat. Which cloud should be used to design an appropropriate solution for CK's users?
A UX Designer is creating a custom Todo List component to replace the standard Salesforce one. Their developer is using a parent-child Lightning Web Component (LWC) structure to build the component, creating a parent component for the list and a single repeated child component for each Todo Item within the list. Which impact of the LWC's Shadow DOM should be considered when designing or developing the stylesheets for these components?
A UX Designer is creating a custom Todo List component to replace the standard Salesforce one. Their developer is using a parent-child Lightning Web Component (LWC) structure to build the component, creating a parent component for the list and a single repeated child component for each Todo Item within the list. Which impact of the LWC's Shadow DOM should be considered when designing or developing the stylesheets for these components?
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?
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?
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Cloud Kicks (CK) has begun a new project to update its Experience Cloud site. The company knows the interface needs improvement and wants to independently audit its current website to check for possible usability issues. Which activity should the designer perform?
Cloud Kicks (CK) has begun a new project to update its Experience Cloud site. The company knows the interface needs improvement and wants to independently audit its current website to check for possible usability issues. Which activity should the designer perform?
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Cloud Kicks (CK) is going to launch a new Salesforce process for its Customer Service team. After launch, CK wants to ensure the process is working well for its customer service representatives. Which Salesforce tool should be used to track and measure the adoption of the new process?
Cloud Kicks (CK) is going to launch a new Salesforce process for its Customer Service team. After launch, CK wants to ensure the process is working well for its customer service representatives. Which Salesforce tool should be used to track and measure the adoption of the new process?
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Cloud Kicks' marketing development representatives need to process incoming leads. Understanding the typical lead to opportunity process is essential to the design. Which three new records would typically be created when they convert a lead?
Cloud Kicks' marketing development representatives need to process incoming leads. Understanding the typical lead to opportunity process is essential to the design. Which three new records would typically be created when they convert a lead?
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A UX Designer is creating a customer support site in Experience Builder that will be internationalized across 12 different countries. Which design considerations should be made when planning for this site?
A UX Designer is creating a customer support site in Experience Builder that will be internationalized across 12 different countries. Which design considerations should be made when planning for this site?
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Cloud Kicks wants to visually represent stages for opportunities within the sales process. Which Salesforce Lightning Design System (SLDS) component should be recommended?
Cloud Kicks wants to visually represent stages for opportunities within the sales process. Which Salesforce Lightning Design System (SLDS) component should be recommended?
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In which way could the usability of accordion elements be improved in a mobile environment?
In which way could the usability of accordion elements be improved in a mobile environment?
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A UX Designer is asked to design a new component built on Salesforce Lightning. What should be their first step?
A UX Designer is asked to design a new component built on Salesforce Lightning. What should be their first step?
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A UX Designer at Cloud Kicks is having difficulty getting its developers to see why the design changes would improve the user experience. How should the designer help mitigate pushback from developers?
A UX Designer at Cloud Kicks is having difficulty getting its developers to see why the design changes would improve the user experience. How should the designer help mitigate pushback from developers?
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A UX Designer has created two different user interface designs for a new marketing landing page expected to have several thousand visitors. The landing page has a contact form on it, and the designer wants to know which design produces the most form completions. Which testing method should be used?
A UX Designer has created two different user interface designs for a new marketing landing page expected to have several thousand visitors. The landing page has a contact form on it, and the designer wants to know which design produces the most form completions. Which testing method should be used?
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A UX Designer at Cloud Kicks (CK) recommends a Salesforce Console application for CK's service representatives. The service representatives work on multiple support cases per hour, accessing them via queues, calls, or live chat. Which console navigation feature would NOT be relevant to the designer's recommendation?
A UX Designer at Cloud Kicks (CK) recommends a Salesforce Console application for CK's service representatives. The service representatives work on multiple support cases per hour, accessing them via queues, calls, or live chat. Which console navigation feature would NOT be relevant to the designer's recommendation?
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Cloud Kicks wants its Discovery team to help explain the relationships between process steps and business teams. Which type of process map should they produce?
Cloud Kicks wants its Discovery team to help explain the relationships between process steps and business teams. Which type of process map should they produce?
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Cloud Kicks wants to drive engagement on its website. Which Salesforce feature should boost B2C engagement?
Cloud Kicks wants to drive engagement on its website. Which Salesforce feature should boost B2C engagement?
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The UX Designer at Cloud Kicks is asked to make the website size and content adjust to the screen size, platform, and orientation. Which design should the designer use?
The UX Designer at Cloud Kicks is asked to make the website size and content adjust to the screen size, platform, and orientation. Which design should the designer use?
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A UX Designer wants to customize the end user's Salesforce app experience. Which administrative capability should be used for mobile navigation menu setup?
A UX Designer wants to customize the end user's Salesforce app experience. Which administrative capability should be used for mobile navigation menu setup?
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A UX Designer has recently released a feature on Experience Cloud and wants to know if the feature was successful and tracks usability over time. Which research methodology should be used?
A UX Designer has recently released a feature on Experience Cloud and wants to know if the feature was successful and tracks usability over time. Which research methodology should be used?
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A UX Designer has been asked to improve Salesforce adoption among sales representatives at Cloud Kicks. After conducting stakeholder and user interviews, the designer finds there is no clear, consistent sales process. What should the designer do next?
A UX Designer has been asked to improve Salesforce adoption among sales representatives at Cloud Kicks. After conducting stakeholder and user interviews, the designer finds there is no clear, consistent sales process. What should the designer do next?
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A UX Designer is testing a new feature. Which criteria should the designer consider when selecting users for testing?
A UX Designer is testing a new feature. Which criteria should the designer consider when selecting users for testing?
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Cloud Kicks wants to apply branding to its current Salesforce org, currently using Lightning Experience. The look and feel must follow company design guidelines. Which declarative design properties should be used to achieve this?
Cloud Kicks wants to apply branding to its current Salesforce org, currently using Lightning Experience. The look and feel must follow company design guidelines. Which declarative design properties should be used to achieve this?
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A UX Designer needs to create a visual representation of a user's series of steps to achieve a meaningful goal. Which UX design method should be used?
A UX Designer needs to create a visual representation of a user's series of steps to achieve a meaningful goal. Which UX design method should be used?
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A UX Designer is going to create a custom app for a new team of service agents. Which part of the user interface specific to the app could be customized?
A UX Designer is going to create a custom app for a new team of service agents. Which part of the user interface specific to the app could be customized?
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A Development team is not valuing the results of a usability testing session. How should acceptance of the results be increased?
A Development team is not valuing the results of a usability testing session. How should acceptance of the results be increased?
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During user interviews, a UX Designer discovers that the most common daily task for users is to look for and view commonly used reports using the global search bar. What should be done to improve their experience?
During user interviews, a UX Designer discovers that the most common daily task for users is to look for and view commonly used reports using the global search bar. What should be done to improve their experience?
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Cloud Kicks (CK) is planning its Einstein Bot implementation and has identified common issues the bot can resolve. CK has determined that extensive technical planning is needed for bot effectiveness and customer satisfaction. Which additional elements would be essential?
Cloud Kicks (CK) is planning its Einstein Bot implementation and has identified common issues the bot can resolve. CK has determined that extensive technical planning is needed for bot effectiveness and customer satisfaction. Which additional elements would be essential?
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Service agents are complaining that the new custom object to track reservations has too many fields and is cluttering their layouts. All of the fields are necessary, but they would like to display fields and sections of the record as individual components on the page layout with visibility depending on where they are in the reservation process. Which feature should be recommended?
Service agents are complaining that the new custom object to track reservations has too many fields and is cluttering their layouts. All of the fields are necessary, but they would like to display fields and sections of the record as individual components on the page layout with visibility depending on where they are in the reservation process. Which feature should be recommended?
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A UX Designer is in the process of designing a new page layout for a custom object in Salesforce. How should the designer ensure the best end-user experience?
A UX Designer is in the process of designing a new page layout for a custom object in Salesforce. How should the designer ensure the best end-user experience?
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Which elements of visual design should be used to better translate style and branding guidelines?
Which elements of visual design should be used to better translate style and branding guidelines?
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What are Salesforce's core design principles when making design decisions?
What are Salesforce's core design principles when making design decisions?
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Flashcards
Component Blueprints
Component Blueprints
Design specifications provided by Salesforce for UI components.
Experience Cloud
Experience Cloud
A Salesforce cloud solution for creating external-facing sites.
Shadow DOM
Shadow DOM
A DOM that encapsulates styles and markup in web components.
Compact Layouts
Compact Layouts
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Expert Review
Expert Review
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User Engagement Dashboards and Reports
User Engagement Dashboards and Reports
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Lead Conversion Records
Lead Conversion Records
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Internationalization
Internationalization
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Path component
Path component
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Accordion Usability
Accordion Usability
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Salesforce Lightning Design System (SLDS)
Salesforce Lightning Design System (SLDS)
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A/B Testing
A/B Testing
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Console Navigation Features
Console Navigation Features
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Cross-Functional Map
Cross-Functional Map
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Marketing Cloud Personalization
Marketing Cloud Personalization
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Responsive Design
Responsive Design
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Navigation Menu Setup
Navigation Menu Setup
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Quantitative Research
Quantitative Research
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Workshop with Stakeholders
Workshop with Stakeholders
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User Personas
User Personas
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Custom Theme Creation
Custom Theme Creation
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User Flow
User Flow
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Tabs in Navigation Bar
Tabs in Navigation Bar
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Usability Testing
Usability Testing
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Home Page Updates
Home Page Updates
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Einstein Bot Planning
Einstein Bot Planning
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Dynamic Forms
Dynamic Forms
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Field Grouping
Field Grouping
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Visual Design Elements
Visual Design Elements
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Salesforce Core Design Principles
Salesforce Core Design Principles
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Study Notes
Cloud Kicks Functional Components
- Cloud Kicks needs consistent components across multiple pages, matching the look and feel of Lightning Experience
- Salesforce Lightning Design System (SLDS) ensures consistency
Cloud Kicks External-Facing Site
- Cloud Kicks needs a site that allows managing cases, searching knowledge base articles, and supporting live chat
- Service Cloud should be used for the appropriate solution
Custom To-Do List Component
- A UX Designer is building a custom To-Do List component using a parent-child Lightning Web Component (LWC) structure
- The component's stylesheets should consider the Shadow DOM's impact on inheritance. Parent component styles are not inherited by child items; using a light DOM in a child component would prevent inheritance
Sales Representative Field Visibility
- Sales representatives need quick access to key opportunity fields
- Compact Layouts would allow this quick access to these fields.
Experience Cloud Site Usability Audit
- Cloud Kicks wants to independently audit its existing Experience Cloud site for usability issues
- A designer should perform task analysis in this audit
Salesforce Process Adoption Measurement
- To measure customer service team process adoption, use User Engagement Dashboards and Reports in Salesforce
Lead to Opportunity Process Records
- When converting a lead, three new records are typically created: Account, contact, opportunity
Internationalized Support Site
- An international customer support site should consider user access to different languages through links rather than just flag images, different color perception in various countries, and adjustments for right-to-left text or layout if needed.
Visual Representation of Opportunity Stages
- Use the Progress Indicator component from the Salesforce Lightning Design System for visually representing opportunity stages.
Improving Accordion Usability on Mobile
- Expand the first section by default to improve accordion usability on mobile layouts
- Moving expanded sections to the top of the screen or using the back button to collapse is less effective.
UX Design Component Development First Steps
- The first step to developing a new Lightning component is to import the appropriate design tokens and find relevant AppExchange packages. Also, become familiar with the Lightning Design System (SLDS) component blueprints.
User Experience Improve Communication
- Designers should share research notes from previous projects to help developers understand why design changes would improve user experience
- Designer and developers should work together to set up UX indicators to promote effective communication and buy-in.
Landing Page Form Completion Testing
- A/B testing is the appropriate testing method for finding the best design of a landing page contact form to improve the rate of form completion. Eyes tracking and field studies are less suitable
Salesforce Console Recommendations
- A Split view is appropriate for multiple support cases requiring the use of multiple queues, calls, or live chat. Using multiple subtabs beneath a single parent record and lower-resolution monitors are less useful.
Process Map Type for Business Teams
- A cross-functional map is appropriate for explaining business team process interrelationships. A journey map is useful for user experience, while a detailed process map is suitable for a more in-depth analysis
Salesforce Feature for B2C Engagement
- Marketing Cloud Personalization & Account Engagement are Salesforce features that improve B2C engagement.
Website Design Considerations
- Responsive design is necessary for adjusting content size and orientation to different screen sizes, platforms, and orientations.
UX Research Methodology for Feature Success
- A Quantitative research methodology is best for evaluating a newly released feature's success and for tracking usability over time
Improving Salesforce Adoption
- If sales process inconsistencies are found after user and stakeholder interviews, designing a workshop to build consensus on current sales processes is the needed next step. Implementing In-App Guidance and surveying reps about their desired sales process preference may be helpful secondary steps
Usability Testing User Selection
- When testing a new feature, it is essential to select users with traits similar to those of the customer persona to evaluate and improve the feature from the user's perspective
- Choosing similar people you know is an appropriate, quick-test solution
Commonly Used Reports for Global Search
- Updating the home page with access to commonly used reports rather than adding a new navigation tab for each report will better enhance user experience.
Salesforce Object, Field & Layout Recommendations
- For an object with many fields, dynamic forms are preferable to keep the user's experience clutter-free. This way, fields and sections of the record can be displayed as individual components with different visibility based on each part of the reservation process. In-app guidance for user training is an optional, beneficial step
Visual Design Style Translation & Branding
- Typography, Color, and Imagery are essential visual design elements needed to better translate style and branding guidelines.
Salesforce Core Design Principles
- When making design decisions, consider core principles like Clarity, Efficiency, Consistency, and Beauty.
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Description
This quiz covers key concepts related to functional components of Cloud Kicks, including the use of Salesforce Lightning Design System for consistency and the development of custom components. It also addresses the implementation of Service Cloud for case management and the importance of Salesforce Compact Layouts for sales representatives.