Salesforce UX Design and Onboarding Paths
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Questions and Answers

Cloud Kicks wants to use Paths for onboarding its sales representatives. Which Path feature should be used to add onboarding value?

  • Actions and recommendations component (correct)
  • Integrated buttons to automate approvals
  • Key fields to complete before next Path stage

    • A UX Designer is customizing the look and feel of a site using Experience Builder and needs to choose a color for the text and the background of the buttons. Which accessibility guideline should be considered?

  • Navigable
  • Distinguishable (correct)
  • Adaptable

    • A UX Designer is working on a series of custom Salesforce components for a new website. In which way could the designer accelerate the visual design process?

  • Leverage the Salesforce Lightning Design System (SLDS) using UI kits or plugins. (correct)
  • Use separate stylesheets to make implementation easier.
  • Build a custom layout in Salesforce and export the underlying code.

    • Cloud Kicks hired a UX Designer to help improve the design of its Experience Cloud site. The company knows the interface needs updating but is unsure about what should be done. Which tool should the designer utilize first?

    <p>Heuristic Evaluation (C)</p> Signup and view all the answers

    Flashcards

    Onboarding Value in Paths

    Using Path features to enhance onboarding for sales reps.

    Integrated Buttons for Approvals

    Buttons that allow for seamless approval process automation.

    Actions and Recommendations Component

    Feature that offers helpful actions and suggestions in Paths.

    Key Fields in Path Stage

    Essential fields that must be completed before progressing in a Path stage.

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    UX Designer Role in Customization

    A designer's focus on ensuring a site is visually appealing and functional.

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    Accessibility Guidelines

    Standards aimed at making content usable for everyone, including those with disabilities.

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    Distinguishable Color Choices

    Choosing colors that stand out for better visibility and accessibility.

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    Leveraging SLDS (Salesforce Lightning Design System)

    Utilizing Salesforce's design system to streamline UI development.

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    Visual Design Process Acceleration

    Methods for speeding up the UI design workflow.

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    Low-Fidelity Prototype Usage

    A basic representation of a design focused on functionality over aesthetics.

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    Heuristic Evaluation Tool

    An assessment method for identifying usability issues based on established principles.

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    Custom Layout in Salesforce

    The ability to create specific visual arrangements within Salesforce.

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    Design Template Importance

    Predefined structures that help streamline the design process.

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    Experience Builder Customization

    A tool allowing designers to change look and feel of Salesforce sites.

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    Background Color Selection

    The process of choosing a background color suitable for web design.

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    Text Color in Design

    Choosing text color for clarity and readability in designs.

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    User Interface (UI) Design

    The process of building interfaces in software to be user-friendly.

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    Salesforce Components

    Custom building blocks for creating unique features on Salesforce portals.

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    Study Notes

    Cloud Kicks Onboarding Paths

    • Cloud Kicks wants to use Paths for onboarding sales representatives
    • Key features for added onboarding value: integrated buttons to automate approvals and actions/recommendations component
    • Key fields to complete before proceeding to the next Path stage

    UX Designer Customization

    • A UX Designer is customizing a site's appearance using Experience Builder
    • Accessibility guidelines include adaptable, distinguishable, and navigable options for text and button colors
    • Distinguishable is one such guideline

    Salesforce Component Design

    • A UX Designer is creating custom Salesforce components for a new website
    • Using separate stylesheets can accelerate the design process
    • Creating a custom layout and exporting underlying code is another way to achieve the goal
    • Leverage Salesforce Lighting Design System (SLDS) components

    Experience Cloud Site Update

    • A UX designer is tasked with improving the design of an Experience Cloud site
    • Initial tool use for the Designer: Heuristic Evaluation
    • Designer should use low-fidelity prototypes if more detail is needed after heuristics.
    • Design templates are used as reference materials for the design

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    Description

    This quiz focuses on key aspects of onboarding sales representatives using Paths, as well as customizing and designing Salesforce components. It covers best practices in user experience design and the use of Salesforce Lightning Design System. Enhance your understanding of how to streamline onboarding processes and improve site appearance.

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