Salesforce UX Designer Exam: Discovery & Research

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Questions and Answers

Which of the following is NOT a characteristic of a well-formed user story, according to the INVEST principles?

  • Testable to ensure the functionality meets the defined acceptance criteria.
  • Small enough to be completed within a single iteration.
  • Independent of other user stories to minimize dependencies.
  • Fully defined with all technical specifications before discussion. (correct)

A UX designer is trying to understand how users navigate through a complex process within Salesforce. Which UX research method would be MOST appropriate for identifying pain points and areas for improvement in the user's end-to-end experience?

  • A/B Testing
  • Journey Mapping (correct)
  • Surveys & Questionnaires
  • Card Sorting

A project team is planning a UX research study. Which of the following considerations is MOST critical when defining the 'Project Scope' component of the UX Research Plan?

  • The goals and objectives that the research aims to achieve. (correct)
  • The specific budget allocated for participant incentives.
  • The demographic information of the target user group.
  • The historical data on user behavior from previous projects.

Which process mapping diagram focuses specifically on illustrating the sequence of activities required to deliver a product or service, highlighting areas where waste can be minimized?

<p>Value Stream Map (D)</p> Signup and view all the answers

According to web accessibility guidelines, what is the minimum text contrast ratio required to ensure readability for users with visual impairments?

<p>4.5:1 (D)</p> Signup and view all the answers

A UX designer decides to use animations on a website. Which guideline should they follow to adhere to the POUR principle of 'Operable'?

<p>Ensure that long animations have pause and stop controls. (A)</p> Signup and view all the answers

A UX team wants to ensure their designs foster strong user relationships. Which Relationship Design Mindset is MOST relevant when aiming to understand and address user needs empathetically?

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

Which of the following questions aligns with the 'What' component of a user story?

<p>...I want to generate a report... (A)</p> Signup and view all the answers

When conducting usability testing, which aspect BEST reflects a qualitative research method?

<p>Gathering users' subjective feedback on the interface. (C)</p> Signup and view all the answers

A UX designer is tasked with ensuring a Salesforce Lightning page adheres to the FACE content principles. Which aspect of the page would MOST directly address the 'Accurate' principle?

<p>Whether all information presented is up-to-date and correct. (D)</p> Signup and view all the answers

Which of the following best exemplifies the 'Solve for one, extend to many' principle of inclusive design?

<p>Developing a feature specifically for users with disabilities that ultimately benefits all users. (D)</p> Signup and view all the answers

During the 'Define' stage of the UX design process, what is the primary goal?

<p>Clearly identifying the users' problems and needs based on research. (D)</p> Signup and view all the answers

A UX team is developing a mobile app for elderly users. Which of the following constraints would be MOST relevant to consider in their design brief?

<p>Technical limitations of older smartphone models and reduced dexterity of users. (C)</p> Signup and view all the answers

Why is early involvement of stakeholders crucial in a UX project?

<p>To guarantee alignment with the business objectives and gather diverse perspectives. (C)</p> Signup and view all the answers

Which of the following is NOT a best practice when conducting user interviews?

<p>Primarily asking leading questions to confirm pre-existing hypotheses. (B)</p> Signup and view all the answers

A design team observes that users interact differently with a product when they know they are being watched. This phenomenon is known as:

<p>The Hawthorne Effect. (D)</p> Signup and view all the answers

Which skill involves creating visual representations of a product's structure and functionality, often used for early-stage design and testing?

<p>Wireframing &amp; UI Prototyping (C)</p> Signup and view all the answers

In the context of UX design, what does 'Jobs to Be Done' primarily aim to understand?

<p>The underlying motivations and goals that drive users to 'hire' a product or service. (B)</p> Signup and view all the answers

A UX project aims to improve an e-commerce website's checkout process. Which of the following elements should be defined in the UX project scope?

<p>The potential obstacles in streamlining the checkout flow, key stakeholders, and the target users. (C)</p> Signup and view all the answers

After conducting usability testing on a prototype, the UX team enters the 'Iterate' stage. What does this primarily involve?

<p>Continuously improving the design based on user feedback and testing results. (D)</p> Signup and view all the answers

A development team finds a user story is heavily dependent on the completion of another story. Which INVEST principle is MOST directly being violated?

<p>Independent (B)</p> Signup and view all the answers

A product owner presents a user story: 'As a user, I want a better experience.' Which INVEST principle is MOST compromised by this story?

<p>Testable (A)</p> Signup and view all the answers

A team estimates a user story will take an entire sprint to complete, but upon closer inspection, it seems like it will take much longer. Which INVEST principle is MOST relevant to address this issue?

<p>Small (A)</p> Signup and view all the answers

During a sprint planning meeting, a developer raises concerns that the acceptance criteria for a user story are unclear and subjective. Which INVEST principle is MOST important to revisit?

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

Stakeholders are debating the specifics of a user story, iterating on potential solutions and approaches. Which INVEST principle does this situation MOST directly exemplify?

<p>Negotiable (A)</p> Signup and view all the answers

Flashcards

User Story

Describes user roles, activities, and goals in Salesforce.

UX Research

Studies behaviors, attitudes, and preferences to inform design.

INVEST Principles

A principle for user stories: Independent, Negotiable, Valuable, Estimable, Small, Testable

Interviews (UX Research)

Direct qualitative insights.

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Usability Testing

Observing users interacting with a product.

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Card Sorting

Helps create intuitive information architectures.

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Key Components of a UX Research Plan

Project Scope, Participants List, Project Timeline, Research Methods.

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FACE principles

Friendly, Accurate, Concise, Educational.

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POUR principles

Perceivable, Operable, Understandable, Robust

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Compassion in Relationship Design

Strengthening connections.

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Ideate

Define objectives, understand user problems and needs.

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Inclusive Design Principles

Recognize exclusion, learn from diversity, solve for one, extend to many.

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Stages of UX Design

Understand, define, ideate, prototype/test, and iterate.

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UX Project Scope

Who the design is for, what it aims to accomplish, potential obstacles, and key stakeholders involved.

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Design Brief Components

Project overview, personas, jobs to be done, and constraints.

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Stakeholders

Clients, users, management, development & marketing teams.

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Key UX Skills

UX Research, collaboration, wireframing, user empathy, interaction design, and communication.

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Shadowing & Interviewing

Get permission to record, stay informal, ask open questions, actively listen, ask 'why', avoid Hawthorne Effect.

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Prototype

Creating a working model to test.

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Iterate

Continuous improvement based on feedback.

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Independent (INVEST)

User stories should be self-contained and not reliant on others.

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Negotiable (INVEST)

User stories should be open to changes and further discussion.

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Valuable (INVEST)

User stories must provide real value to the end-user.

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Estimable (INVEST)

The effort required to complete the user story should be easily estimated.

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Testable (INVEST)

User stories should be verifiable by clear acceptance criteria.

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Study Notes

  • Recommended experience for the Salesforce UX Designer exam includes 6+ months in UX design and 3-6 months applying UX on the Salesforce Platform.
  • The exam consists of 60 questions, and the passing score is 65%.

Discovery (13%)

  • A User Story describes user roles, activities, and goals in Salesforce.
  • The three components of a user story are Who (the user’s perspective), What (the goal), and Why (the reason for the functionality).
  • Good user stories follow the INVEST principles: Independent, Negotiable, Valuable, Estimable, Small, Testable.
  • Common mistakes in user stories include an undefined user, vague acceptance criteria, and no team discussion before assigning.
  • INVEST is a mnemonic that creates effective user stories in Agile development.

UX Research

  • UX Research studies user behaviors, attitudes, and preferences to inform design decisions.
  • Key research methods include interviews, usability testing, card sorting, surveys & questionnaires, diary studies, contextual inquiry, focus groups, A/B testing, persona creation, and journey mapping.

Key Components of a UX Research Plan

  • Project Scope
  • Participants List
  • Project Timeline
  • Research Methods (Behavioral, Attitudinal, Qualitative, Quantitative)

UX Fundamentals (16%)

  • Process Mapping Diagrams include UPN (Universal Process Notation), Capability Model, SIPOC (Suppliers, Inputs, Process, Outputs, Customers), and Value Stream Map.
  • FACE content principles include Friendly, Accurate, Concise, and Educational.
  • POUR accessibility principles include Perceivable, Operable, Understandable, and Robust.
  • Web accessibility guidelines state text contrast should be ≥ 4.5:1
  • Web accessibility guidelines recommends avoiding flashing animations (more than 3 times/second) and ensuring long animations have pause/stop controls.

Human-Centered Design (12%)

  • Relationship Design Mindsets
  • Compassion: Strengthening connections.
  • Courage: Being vulnerable to push design boundaries.
  • Intention: Acting with a clear purpose.
  • Reciprocity: Designing for long-term value exchange.
  • Conversation Design (CxD) Process includes Discover, Ideate, Prototype, and Revise.
  • Inclusive Design Principles include recognizing exclusion, learning from diversity, and solving for one, extending to many.

UX Design Process

  • Stages of UX Design include Empathize, Define, Ideate, Prototype & Test, and Iterate.
  • UX Project Scope encompasses who the design is for, what it aims to accomplish, potential obstacles, and key stakeholders involved.
  • Design Brief Components include Project Overview, Personas, Jobs to Be Done, and Constraints.
  • Stakeholder Collaboration involves clients, users, management, development & marketing teams, ensuring early involvement to align with business objectives.

Stakeholder Collaboration

  • Stakeholders include clients, users, management, development & marketing teams.
  • Early involvement ensures alignment with business objectives.

Key UX Skills

  • UX Research
  • Collaboration
  • Wireframing & UI Prototyping
  • User Empathy
  • Interaction Design
  • Communication

Shadowing & Interviewing Best Practices

  • Get permission to record.
  • Keep interactions informal & human.
  • Ask open-ended questions.
  • Actively listen, avoiding real-time analysis.
  • Always ask “why” for deeper insights.
  • Be aware of the Hawthorne Effect, where users change behavior when observed.

INVEST Criteria for Writing Good User Stories

  • User stories should stand alone without dependencies on other stories, making it easier to prioritize, estimate, and implement.
  • User stories should be flexible and open for discussion with stakeholders, designers, and developers, and collaboratively refined; they are guidelines, not fixed contracts.
  • Each story must deliver a clear business value to the end user; if it doesn’t add value, it should be reconsidered or rewritten.
  • The team should be able to estimate the effort required to complete the story; if too vague or complex, break it down into smaller, clearer ones.
  • A user story should be small enough to be completed within one sprint; large stories (epics) should be split into smaller stories.
  • Each story must have clear acceptance criteria that define what “done” looks like; if a story is not testable, it is likely too vague or broad.

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