Podcast
Questions and Answers
Cloud Kicks has already identified its user personas and is working with a UX Designer who wants to synthesize what the company knows about its users to create a shared understanding with the rest of the organization. Which tool should the designer use?
Cloud Kicks has already identified its user personas and is working with a UX Designer who wants to synthesize what the company knows about its users to create a shared understanding with the rest of the organization. Which tool should the designer use?
A UX Designer presents a creative design approach to solving end-user problems, beginning with identifying their needs and ending with creating solutions that meet those needs. Which approach is being followed?
A UX Designer presents a creative design approach to solving end-user problems, beginning with identifying their needs and ending with creating solutions that meet those needs. Which approach is being followed?
The Client Service team at Cloud Kicks is having issues when editing an order record. The validation rule returns a top-of-page error indicating two other fields must be provided to validate and save the order changes. How should they efficiently find the correct fields?
The Client Service team at Cloud Kicks is having issues when editing an order record. The validation rule returns a top-of-page error indicating two other fields must be provided to validate and save the order changes. How should they efficiently find the correct fields?
Which tool should a UX Designer use to document a user's archetypical characteristics, goals, common tasks, and pain points?
Which tool should a UX Designer use to document a user's archetypical characteristics, goals, common tasks, and pain points?
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Cloud Kicks (CK) has not yet migrated to Lightning Experience but wants to leverage the Salesforce Lightning Design System (SLDS) in its Salesforce-based custom applications. What solution should CK's designers use to deliver applications with a consistent Lightning Experience look and feel?
Cloud Kicks (CK) has not yet migrated to Lightning Experience but wants to leverage the Salesforce Lightning Design System (SLDS) in its Salesforce-based custom applications. What solution should CK's designers use to deliver applications with a consistent Lightning Experience look and feel?
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Cloud Kicks wants its users to know when a new feature is enabled or available with a short video explaining the new feature. What should be recommended?
Cloud Kicks wants its users to know when a new feature is enabled or available with a short video explaining the new feature. What should be recommended?
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Which document should be the source of truth for consistency when implementing a company's brand on Salesforce?
Which document should be the source of truth for consistency when implementing a company's brand on Salesforce?
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A UX Designer is analyzing their Experience Cloud site, enabled for Knowledge articles, and is using the Featured Topics component to display content. Which UI configuration should be used to further individualize each featured topic?
A UX Designer is analyzing their Experience Cloud site, enabled for Knowledge articles, and is using the Featured Topics component to display content. Which UI configuration should be used to further individualize each featured topic?
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Cloud Kicks wants to plan out the strategy for an upcoming discovery phase. Which practice should be considered?
Cloud Kicks wants to plan out the strategy for an upcoming discovery phase. Which practice should be considered?
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A UX Designer is planning out the Cloud Kicks' website redesign using Experience Cloud and will help guide discovery. Which output of the discovery process should be prepared?
A UX Designer is planning out the Cloud Kicks' website redesign using Experience Cloud and will help guide discovery. Which output of the discovery process should be prepared?
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Financial advisors should be able to access a customer's record in Sales Cloud and see all potential business opportunities related to each individual customer. The bank does not have any corporate or business customers at this time. How should a UX Designer suggest the bank represent its customers within its Salesforce instance?
Financial advisors should be able to access a customer's record in Sales Cloud and see all potential business opportunities related to each individual customer. The bank does not have any corporate or business customers at this time. How should a UX Designer suggest the bank represent its customers within its Salesforce instance?
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A UX Designer determines that the usability of their company's Salesforce org could be improved if there was a tight relationship between the objects Container and Container Bids. For example, Container Bids should be deleted automatically whenever its associated Container is deleted. Which type of relationship should be used to optimize the link between Container and Container Bids?
A UX Designer determines that the usability of their company's Salesforce org could be improved if there was a tight relationship between the objects Container and Container Bids. For example, Container Bids should be deleted automatically whenever its associated Container is deleted. Which type of relationship should be used to optimize the link between Container and Container Bids?
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A branding and marketing team wants to customize the theme in the external customer support site to match the style guide requirements. What should be the recommended next step?
A branding and marketing team wants to customize the theme in the external customer support site to match the style guide requirements. What should be the recommended next step?
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A realty company provides a way for customers to shop for homes and contact real estate agents online. The company's brokers use some of the Salesforce standard functionality to track home buyers. Which two standard Salesforce objects should be used in this experience?
A realty company provides a way for customers to shop for homes and contact real estate agents online. The company's brokers use some of the Salesforce standard functionality to track home buyers. Which two standard Salesforce objects should be used in this experience?
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A UX Designer is considering the design of a record creation screen for the custom object Appointment. Appointment records have two record types: Virtual and In-Person. Virtual appointments may have different virtual meeting software options, each with fields specific to it. Which consideration should be made when creating this record using Dynamic Forms?
A UX Designer is considering the design of a record creation screen for the custom object Appointment. Appointment records have two record types: Virtual and In-Person. Virtual appointments may have different virtual meeting software options, each with fields specific to it. Which consideration should be made when creating this record using Dynamic Forms?
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A UX Designer wants to build on a human-centered design by focusing on more than just an individual person and is considering engaging, connected, and social value-driven solutions. What is the designer practicing?
A UX Designer wants to build on a human-centered design by focusing on more than just an individual person and is considering engaging, connected, and social value-driven solutions. What is the designer practicing?
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Cloud Kicks' support agents need to interact with customer information stored in several different objects when handling cases submitted from their web form. In which way could the agent experience be made more efficient?
Cloud Kicks' support agents need to interact with customer information stored in several different objects when handling cases submitted from their web form. In which way could the agent experience be made more efficient?
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A group of sales users needs to be guided step by step through a new process using Floating or Docked Prompts. Their administrative team wants the ability to see the adoption of this assistance via Reports and Dashboards. What out-of-the-box feature should be recommended?
A group of sales users needs to be guided step by step through a new process using Floating or Docked Prompts. Their administrative team wants the ability to see the adoption of this assistance via Reports and Dashboards. What out-of-the-box feature should be recommended?
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What is a benefit of inclusive design?
What is a benefit of inclusive design?
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A UX Designer is adding an icon without a visible, descriptive label to an interface using a Salesforce Lightning Design System (SLDS) Component Blueprint. Which attribute should be used to ensure the icon complies with accessibility requirements?
A UX Designer is adding an icon without a visible, descriptive label to an interface using a Salesforce Lightning Design System (SLDS) Component Blueprint. Which attribute should be used to ensure the icon complies with accessibility requirements?
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Cloud Kicks (CK) has finished conducting research and has synthesized the findings. CK now plans to collaboratively redesign services with stakeholders to address issues uncovered in the study. Which process should be used?
Cloud Kicks (CK) has finished conducting research and has synthesized the findings. CK now plans to collaboratively redesign services with stakeholders to address issues uncovered in the study. Which process should be used?
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During discovery, a UX Designer finds that most sellers like the idea of using the utility bar for easy access and productivity. Which standard use case could be recommended for using the utility bar to enhance the user experience?
During discovery, a UX Designer finds that most sellers like the idea of using the utility bar for easy access and productivity. Which standard use case could be recommended for using the utility bar to enhance the user experience?
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A UX Designer has completed discovery, research analysis, and ideation. How should they prepare for the next phase?
A UX Designer has completed discovery, research analysis, and ideation. How should they prepare for the next phase?
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A UX Designer wants to use the Salesforce Lightning Design System (SLDS) to create consistent user interfaces across Cloud Kicks' various platforms. On which three platforms could the designer use SLDS resources?
A UX Designer wants to use the Salesforce Lightning Design System (SLDS) to create consistent user interfaces across Cloud Kicks' various platforms. On which three platforms could the designer use SLDS resources?
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A UX Designer is creating an experience to help organize content into collapsible sections. Which Lightning component should be used?
A UX Designer is creating an experience to help organize content into collapsible sections. Which Lightning component should be used?
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A UX Designer is asked to design a responsive page. When screen resolution changes, the content of the page should expand across columns or wrap and push itself onto new rows. Which Salesforce Lightning Design System (SLDS) utility provides the most flexible system to meet these requirements?
A UX Designer is asked to design a responsive page. When screen resolution changes, the content of the page should expand across columns or wrap and push itself onto new rows. Which Salesforce Lightning Design System (SLDS) utility provides the most flexible system to meet these requirements?
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When designing a custom component that includes a clickable magnifying glass icon in a Lookup field, what should be used as the alternative (alt) text?
When designing a custom component that includes a clickable magnifying glass icon in a Lookup field, what should be used as the alternative (alt) text?
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A UX Designer needs to restyle a lightning-modal /> Lightning Web Component (LWC) to meet brand guidelines. Which key consideration about that LWC should the UX designer be aware of?
A UX Designer needs to restyle a lightning-modal /> Lightning Web Component (LWC) to meet brand guidelines. Which key consideration about that LWC should the UX designer be aware of?
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Cloud Kicks wants to implement its company colors in all UI components, like buttons and icons, using a custom theme.
How does the Salesforce Lightning Design System (SLDS) ensure the UI components align with the theme?
Cloud Kicks wants to implement its company colors in all UI components, like buttons and icons, using a custom theme. How does the Salesforce Lightning Design System (SLDS) ensure the UI components align with the theme?
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Cloud Kicks wants to determine whether or not the Experience Cloud site it is launching is intuitive. Their UX Designer is going to conduct a usability study. What should be one of the first steps when planning this study?
Cloud Kicks wants to determine whether or not the Experience Cloud site it is launching is intuitive. Their UX Designer is going to conduct a usability study. What should be one of the first steps when planning this study?
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Flashcards
User Persona Synthesis
User Persona Synthesis
A tool used by designers to create a shared understanding of users' needs.
Creative Design Approach
Creative Design Approach
A process identifying user needs and creating appropriate solutions.
Order Record Validation
Order Record Validation
Identifying required fields for editing order records in a system.
User Experience Documentation
User Experience Documentation
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Salesforce Lightning Design System
Salesforce Lightning Design System
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Feature Announcement via Video
Feature Announcement via Video
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Branding Consistency Document
Branding Consistency Document
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Featured Topics UI Configuration
Featured Topics UI Configuration
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Discovery Phase Strategy
Discovery Phase Strategy
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Discovery Process Output
Discovery Process Output
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Customer Representation in Salesforce
Customer Representation in Salesforce
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Optimizing Object Relationships
Optimizing Object Relationships
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Theme Customization Step
Theme Customization Step
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Salesforce Standard Objects for Realty
Salesforce Standard Objects for Realty
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Dynamic Forms Considerations
Dynamic Forms Considerations
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Human-Centered Design Practice
Human-Centered Design Practice
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Efficient Agent Experience
Efficient Agent Experience
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Guided Process for Sales Users
Guided Process for Sales Users
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Accessibility Compliance for Icons
Accessibility Compliance for Icons
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Service-Blueprinting Workshop
Service-Blueprinting Workshop
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Utility Bar Use Case
Utility Bar Use Case
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Next Phase Preparation for UX
Next Phase Preparation for UX
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SLDS Resource Platforms
SLDS Resource Platforms
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Collapsible Sections Component
Collapsible Sections Component
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Responsive Page Design Utility
Responsive Page Design Utility
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Alternative Text in UX Design
Alternative Text in UX Design
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Restyling Lightning Web Components
Restyling Lightning Web Components
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Custom Theme in UI Components
Custom Theme in UI Components
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Usability Study Planning
Usability Study Planning
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Study Notes
User Research and Design Tools
- Cloud Kicks identified user personas and collaborated with a UX designer to create a shared understanding of users within the organization. The designer should use an Empathy Map for this.
- UX Designers use a Human Centered Design approach focusing on understanding user needs, identifying design solutions and creating solutions.
- Issues with order validation on the Client Service team at Cloud Kicks were addressed by updating validation rules to provide help text detailing the necessary fields for order change validation. Alternative solutions were also provided, including replacing the current solution with two independent validation rules and replacing the error message with in-app guidance.
User Experience Design & Process
- Cloud Kicks is developing new services to improve user satisfaction for both internal and external users.
- To ensure consistent user experience on Salesforce-based custom applications, CK's designers should use the Lightning Design System (SLDS) package or import standard design tokens to ensure a consistent Lightning Experience look and feel across internal and external users.
UX Design for Salesforce
- To document archetypical characteristics, goals, common tasks, and pain points for users, a UX Designer should use Personas.
- Cloud Kicks should use the company's style guide to maintain consistency.
- UX Designers can use Journey Maps to understand the user's process during a website redesign using Experience Cloud.
- Interactive Prototypes are a critical output of the discovery process for website redesigns when using Experience Cloud.
- Lead objects are suggested for representing customers without corporate or business customers at this time in a Salesforce instance.
- Master- Detail relationships should be used to create a tight link between Container and Container Bids to improve the user experience.
- Customers need to customize the external customer support site, they should use the theme in the style guide to customize the desired look.
Experience Cloud Considerations
- The utility bar can be used to provide shortcuts for common tasks using the Experience Cloud applications on a website.
- A list of favorited records is helpful for quick access and faster interaction.
- Improved user experience on mobile devices can be obtained through appropriate configuration.
- A UX Designer should prioritize tasks and objectives for a business model canvas as part of user experience planning.
- UX Designers must use resources specific to Salesforce when working on a Salesforce based applications, including but not limited to Azure, Visualforce, Android, AWS, Aura, iOs for consistent user experience.
- Accordion components can be used in designing a responsive page that wraps and collapses content on screen resolution change.
- Dynamic Actions Bar is a useful tool for creating a responsive page.
- Float, Grid, and alignment should be used for visual clarity, especially useful in a responsive page.
- Appropriate alternative text is essential for elements such as a magnifying glass icon to make the experience more accessible.
Lightning Design System & UX
- For improving user experience, designers should use a consistent approach using the Lightning Design System (SLDS) by implementing the right utilities, such as using Design Tokens and CSS hex colors.
- Using a Screen Flow helps with step-by-step procedures for users for adopting new processes within business workflows.
- A Magnifying glass is the suitable alternative text option when utilizing a Lookup-field for a clickable magnifying icon in a LWC.
- Finder is not a suitable alternative for utilizing the alternative text to a magnifying glass-icon in LWC.
Service Design, Usability & Accessibility
- Service blueprints are used when redesigning services and working with stakeholders to address issues from the study.
- Service-Blueprinting Workshop is a method used during the redesign process.
- A Pitch Session is used during the collaboration process for refining or modifying service designs.
- Service Usability Testing is crucial in testing various services for a UX Designer.
- A UX Designer should consider accessibility requirements while implementing an icon into the interface.
- UX design involves the creation of a visual representation to describe services and the steps required to accomplish them.
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Description
This quiz explores essential user research and design tools utilized at Cloud Kicks, emphasizing techniques like Empathy Maps and Human Centered Design. It highlights the importance of understanding user needs and refining validation processes for improved user experience. Test your knowledge on the methods and strategies employed for effective UX design.
