Podcast
Questions and Answers
Which Salesforce UX macro pattern is best illustrated by a sales manager quickly accessing Leads, Opportunities, and Reports through the App Launcher?
Which Salesforce UX macro pattern is best illustrated by a sales manager quickly accessing Leads, Opportunities, and Reports through the App Launcher?
- Navigation & Information Architecture (correct)
- Global & Quick Actions
- Flow-Based Workflows
- Page Layouts & Workspaces
A support agent uses Dynamic Forms on a case record page to see only relevant fields. Which Salesforce UX macro pattern is exemplified?
A support agent uses Dynamic Forms on a case record page to see only relevant fields. Which Salesforce UX macro pattern is exemplified?
- Navigation & Information Architecture
- Flow-Based Workflows
- Page Layouts & Workspaces (correct)
- Global & Quick Actions
A field service representative logs a customer visit directly from the home page without opening the contact record. Which macro pattern does this scenario best represent?
A field service representative logs a customer visit directly from the home page without opening the contact record. Which macro pattern does this scenario best represent?
- Global & Quick Actions (correct)
- Navigation & Information Architecture
- Page Layouts & Workspaces
- Flow-Based Workflows
Which micro pattern is best demonstrated when a new Salesforce user hovers over a 'Discount Rate' field and sees a tooltip explaining how to calculate the percentage?
Which micro pattern is best demonstrated when a new Salesforce user hovers over a 'Discount Rate' field and sees a tooltip explaining how to calculate the percentage?
A marketing analyst customizes a dashboard using drag-and-drop widgets. What micro pattern does this action exemplify?
A marketing analyst customizes a dashboard using drag-and-drop widgets. What micro pattern does this action exemplify?
Flashcards
Macro Patterns
Macro Patterns
High-level UX structures that guide overall navigation and organization in Salesforce.
Navigation & Information Architecture
Navigation & Information Architecture
The system that allows users to quickly access different sections of Salesforce without hassle.
Quick Actions
Quick Actions
Shortcuts that allow users to perform tasks without navigating to different records in Salesforce.
Field Help & Tooltips
Field Help & Tooltips
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Drag-and-Drop
Drag-and-Drop
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Study Notes
Macro Patterns in Salesforce UX
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Navigation & Information Architecture: Salesforce's App Launcher allows users like sales manager Lisa to quickly access different apps (Leads, Opportunities, Reports) without complex menu navigation.
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Page Layouts & Workspaces: Dynamic Forms, as seen by support agent John, display only relevant fields on case record pages, reducing clutter and improving efficiency based on case type.
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Global & Quick Actions: Field service rep Maria can log customer visits using Quick Actions directly from the home page, without needing to open a contact record. This streamlines workflow.
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Flow-Based Workflows: HR staff use Screen Flows to guide new employees through onboarding procedures, ensuring completion of necessary steps in a structured, step-by-step process.
Micro Patterns in Salesforce UX
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Field Help & Tooltips: New users like Mark get help understanding fields like "Discount Rate" through tooltips, which clarify the field's purpose and calculation methods.
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Inline Editing: Sales rep Sarah can directly update outdated phone numbers in list views without needing to open individual records.
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Validation & Error Handling: Admin Tom experiences immediate error messages for invalid email addresses, preventing data entry errors and ensuring data integrity.
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Drag-and-Drop & Sticky Elements: Marketing analyst Emily customizes dashboards by dragging and dropping widgets to easily reposition key performance indicators.
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Description
Test your knowledge on macro and micro patterns in Salesforce UX design. This quiz covers navigation, page layouts, global actions, and workflows that enhance user efficiency. Dive in to learn about how these elements work together to create a seamless user experience.
