Salesforce UX Questions

Discovery 13% 1. You are tasked with improving a sales team's workflow within Salesforce. The team currently struggles with finding relevant customer data quickly. Which research methodology would be most effective? * A. A/B Testing * B. User Interviews * C. Heatmaps 2. A compan...

Discovery 13% 1. You are tasked with improving a sales team's workflow within Salesforce. The team currently struggles with finding relevant customer data quickly. Which research methodology would be most effective? * A. A/B Testing * B. User Interviews * C. Heatmaps 2. A company wants to redesign its customer service portal but is unsure which features are most valuable to users. What should you do first? * A. Conduct usability testing * B. Perform stakeholder and user interviews * C. Implement a new design immediately 3. A marketing team using Salesforce is experiencing low adoption of a new campaign management tool. What is the best approach to gather insights? * A. Conduct surveys and shadow key users * B. Remove the tool and revert to the previous system * C. Add more automation without user feedback 4. A sales team wants to streamline lead conversion. They struggle with manual data entry. How can Salesforce improve their experience? * A. Train users to enter data faster * B. Implement automation and AI-powered lead scoring * C. Remove lead conversion tracking 5. A company's HR team needs a way to track job applicants in Salesforce but finds the system cumbersome. What's the best approach? * A. Redesign the entire Salesforce interface * B. Disable certain fields to simplify data entry * C. Conduct user research to identify pain points and tailor the solution 6. A field service team needs real-time updates on job assignments through their mobile app. What research method will help you understand their needs? * A. Contextual Inquiry (Observing users in their work environment) * B. Usability Testing * C. A/B Testing 7. A support team is using a Salesforce Service Console but frequently switches between screens, causing inefficiency. What design principle should be applied? * A. Reduce cognitive load by consolidating information on a single screen 8. * B. Add more pop-ups to guide users * C. Remove features to make the console simpler 9. Your company wants to increase Salesforce adoption among customer service agents. Which strategy would be most effective? * A. Enforce mandatory training sessions * B. Personalize the Salesforce experience based on agent workflows * C. Restrict access to alternative tools 10. A sales executive complains about too many irrelevant notifications in Salesforce. What should you do? * A. Turn off all notifications * B. Ask users to manually adjust their notification settings * C. Conduct user research and customize notification settings based on role and needs 11. A nonprofit using Salesforce for donor management wants to improve user experience. What is the best first step? * A. Conduct user interviews to understand workflows * B. Implement a new UX design immediately * C. Increase the number of required fields for better data tracking 12. Which research methodology helps understand user pain points by observing them in their natural work environment? * A. A/B Testing * B. Contextual Inquiry * C. Card Sorting 13. Which of the following is NOT a key Salesforce UX persona? * A. End User * B. Competitor Analyst * C. Executive 14. What tool can be used to collect qualitative data on user pain points? * A. Google Analytics * B. User Interviews * C. Heatmaps 15. Which research method is best for gathering feedback on multiple design options before development? * A. A/B Testing * B. Stakeholder Interviews * C. Contextual Inquiry 16. Which Salesforce feature can improve user experience by reducing manual data entry? * A. Reports & Dashboards * B. Einstein Al & Automation * C. Validation Rules 17. What is a key consideration when designing a Salesforce solution for multiple user personas? * A. Design a one-size-fits-all experience * B. Customize the interface and workflows for different roles * C. Limit customization to reduce complexity 18. Which methodology is best suited for testing a new Salesforce Lightning UI before full deployment? * A. Competitive Analysis * B. Usability Testing * C. Stakeholder Surveys 19. Which Salesforce UX persona typically focuses on high-level business strategy and needs executive dashboards? * A. Executive * B. Developer * C. End User 20. Which technique helps identify gaps in the current user experience before redesigning a Salesforce process? * A. Journey Mapping * B. A/B Testing * C. Heatmaps 21. What is the primary goal of gathering requirements before designing a Salesforce solution? * A. To document all user complaints * B. To implement new technology as quickly as possible * C. To ensure the solution aligns with user needs and business objectives