UX Design for Salesforce 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?

  • Integrated buttons to automate approvals
  • Actions and recommendations component (correct)
  • 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?

  • Adaptable
  • Distinguishable (correct)
  • Navigable

    • 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?

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

    • 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

    Path feature for onboarding

    The component that adds onboarding value by guiding new sales representatives.

    Actions and recommendations component

    A Path feature that offers actionable tasks and advice to users.

    Key fields in Path

    Fields that must be completed before advancing to the next stage of the Path.

    Accessibility guideline

    Standards ensuring all users can access and engage with website content effectively.

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    Distinguishable guideline

    Guideline ensuring content is perceivable and contrasts well for clarity.

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    Customizing buttons with color

    Selecting colors for text and backgrounds to make buttons visually effective.

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    Accelerating visual design

    Methods to speed up the design process for web components.

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    Salesforce Lightning Design System (SLDS)

    A framework that provides design patterns and components for Salesforce applications.

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    Using UI kits

    Utilizing predefined elements that aid in designing interfaces quickly.

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    Heuristic Evaluation

    A usability inspection method that helps identify usability issues in a user interface.

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    Low-Fidelity Prototype

    A basic version of a product used for early testing and feedback.

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    Design Template

    Pre-designed layouts that can be customized for specific projects.

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    UX Designer's role

    To enhance user experiences through design and usability.

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    Experience Builder

    A tool used for customizing and building engaging web experiences.

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    Site customization

    Adapting the appearance and functionality of a website to meet user needs.

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    Button design

    The visual and functional aspects of buttons on a website.

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    User interface updating

    Improving the look and feel of a website's interface for better user interaction.

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    Visual design process

    The steps taken to create the visual layout of a product.

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    Component implementation

    The process of integrating design components into a functional software application.

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    Sales representatives onboarding

    The training and preparation process for new sales staff to understand their roles.

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    Study Notes

    Cloud Kicks Onboarding Paths

    • Cloud Kicks wants to use Paths for onboarding its sales representatives
    • Features to add onboarding value: integrated buttons to automate approvals, actions and recommendations component
    • Key fields required to complete before next Path stage

    UX Designer Customizing Site Look and Feel

    • UX Designer is customizing a site's look and feel using Experience Builder
    • Accessibility guideline to consider: Distinguishable (color contrast between text and background)
    • Other accessibility guidelines are Adaptable and Navigable

    Accelerating Visual Design Process for Salesforce Components

    • UX Designer is creating custom Salesforce components
    • Ways to accelerate the visual design process: use separate stylesheets for easier implementation, build a custom layout in Salesforce, or leverage the Salesforce Lightning Design System (SLDS)

    Improving Experience Cloud Interface Design

    • Cloud Kicks hired a UX Designer to improve its Experience Cloud site interface
    • Tool to use first: Heuristic Evaluation (identify usability issues based on established principles)
    • Other tools are Low-Fidelity Prototype and Design Template

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    Description

    This quiz focuses on onboarding paths, customized site designs, and visual design processes in Salesforce. It covers key principles including accessibility guidelines and design accelerations for UX designers. Test your knowledge on creating effective and user-friendly experiences in the Salesforce environment.

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