Salesforce UX and Responsive Design

Cloud Kicks Study Notes

• Cloud Kicks wants a site for customers to manage events, regardless of device. The best practice is a responsive user interface.
• Salesforce Lightning Design System (SLDS) components are used for visual consistency in alignments, grids, spacing, and typography.
• UX Designers should be specific when reporting usability testing results, focusing on the issues testers encountered, omitting already known bugs.
• When building a Salesforce solution for call centers, observe complaints processes and create a journey map or a business process diagram to illustrate the existing process, including the pain points and opportunities.
• Cloud Kicks wants gamified learning content for its internal users and leadership, with recommended in-app prompts, a Sandbox, or custom modules for the experience.
• Usability testing goals include understanding user behavior and preferences and identifying the best page variations.
• Moderated usability studies allow follow-up questions to understand participants' issues better, while unmoderated studies are less expensive and time-consuming.
• UX Designers need to update the company logo in Salesforce's Visualforce pages.
• Accessibility guidelines should be considered when deciding on text and background colors. Distinguishable is a key consideration.
• UX Designers can accelerate visual design by using Salesforce's Lightning Design System (SLDS) with UI kits or plugins.
• Designers should utilize heuristic evaluation as their first step before doing low-fidelity prototyping for an Experience Cloud site update.
• Ensure Salesforce apps match company branding by using the search bar or background elements.
• Salesforce apps can be improved for accessibility by complying with Web Content Accessibility Guidelines (WCAG) 2.1 using manual color selection, avoiding themes that force color decisions, or using palettes pre-set for accessibility.
• Agile methodologies are appropriate during sprint planning. A prioritization matrix may be used for rough estimates of required work. T-Shirt sizing can also be used.
• A conceptual approach for new design solutions at Cloud Kicks is Desirable, Feasible, Viable (or using V2MOM).
• Salesforce design should use intuitive elements and ensure that all elements follow BEM (block, element, modifier).
• UX designers need to consider how to display Knowledge articles, considering different categories, whether or not some articles should be shown, and whether different fields are needed for different audiences.
• For onboarding new employees, provide written help documentation on new features.
• A UX designer should use a heuristic evaluation to evaluate the usability of an Experience Cloud site, considering established usability principles.
• A designer can use a dynamic actions bar on a Lightning Record Page to declutter a custom object's page, allowing for filtering of actions based on record status.
• Inclusive design principles for Cloud Kicks include recognizing imperfection, learning from diversity, and extending solutions to many users.
• Design thinking can be used when designing customer service processes and components. Divergent thinking coupled with convergent design encourages creative problem-solving.
• Cloud Kicks wants to recommend a single method for users to complete actions in their Salesforce org, such as a single click for actions.
• The Cloud Kicks design team needs to ensure that their design choices comply with WCAG standards, for color palettes and other visual elements.
• There are different best practices to ensure inclusivity and accessibility in design. The best practices depend on the project.
• Using various tools like surveys, questionnaires, and the like when creating a UX design can ensure inclusive design for all users.
• Usability testing methods include online surveys, usability studies, and A/B testing.
• The accessibility ratio for the color of text is 7.0:1 if it's colored text.
• Developers, designers, and stakeholders need to be aligned for a successful implementation.
• Designers should choose a visual representation technique of the user's series of steps to best represent the series.
• The best way to bring a company's brand to the UI is using a declarative method, rather than creating custom solutions.
• Make sure the mobile experience for a product or website is as accessible as possible.
• When conducting customer interviews, ensure that you engage them in an informal and friendly way, avoiding questions that are vague or general. Focusing on the specifics of the actions performed using the product or website can yield better insight.
• Designers should document user pain points and other criteria by using personas or storyboards. User stories can also be helpful for this.
• Use the right tools when dealing with different products and projects, and understand the tools' specifications.
• Create a document or presentation of a design using either UX, UI, or both.
• Check the Visualforce code, page headers, and email templates to see if the logo is implemented properly, or is updating properly.
• The user's journey map should be prepared prior to starting design for a website redesign using Experience Cloud.
• Use a ux approach to design a product or website, and then create user stories for potential actions.
• Using Design Tokens allows developers to avoid hard-coding values, such as hex codes, or pixel values, maintaining scalability and consistency when creating design solutions.
• Designers should employ inclusive design principles, such as recognizing the imperfections in design solutions, embracing diversity, and making sure designs consider a wide range of people, and focusing on one person in design.
• In order to ensure accessibility to all users, it's imperative to design or construct a UX that is perceivable, operable, understandable, and robust.
• Use in app guidance when the site's user needs to be guided to do it step by step.
• To reduce friction, tailor solutions to specific needs.
• When using the Lightning Design System (SLDS), designers should ensure consistent branding when working with new features and ensuring that the different elements match the theme.
• Create a Progress Indicator component, Status Tracker, or Salesforce Path to assist users in a multi-stage process.

Salesforce Study Notes

• Salesforce enables the creation of B2B sales portals that can easily integrate customer relationship management using different solutions such as Commerce Cloud.
• Salesforce solutions should consider demographic data in Al models, or the organization's or company's data should be handled with care when using AI solutions.
• When dealing with different sales teams, it's imperative for the UX Designer to ensure that their team has its own unique needs.
• Accessibility and compliance with Web Content Accessibility Guidelines (WCAG) 2.1 are critical when building Salesforce applications.
• Understanding customer behavior and preferences using surveys or user testing is key to improve sales interactions and experience.
• Cloud Kicks (CK) needs a new sales process to be developed, but their UX designer needs to understand the current status of the organization to meet the goals and requirements correctly.
• The correct or best type of relationship between objects can be used to speed up processes or speed up workflow if handled correctly.
• Use declarative approaches rather than custom solutions to make design easier rather than creating solutions from custom code.
• Use Salesforce's standard components to leverage speed and efficiency when building projects.
• Ensure inclusivity by understanding differences in needs by using data on the target demographic for the best design.

This quiz focuses on best practices for designing responsive user interfaces using the Salesforce Lightning Design System. It also covers effective usability testing methods and the importance of journey mapping in understanding user experiences. Perfect for those looking to enhance their UX design skills in a Salesforce environment.