Salesforce Certified User Experience Designer Practice Test - Questions Answers, Page 5

: A cross-functional flowchart is a type of process map that shows the relationships between process steps and business teams. A cross-functional flowchart uses horizontal or vertical swimlanes to group the process steps by the roles or departments that are responsible for them. A cross-functional flowchart can help Cloud Kicks' Discovery team to explain how different teams collaborate and communicate in the process, as well as identify any gaps, overlaps, or inefficiencies in the process.A cross-functional flowchart can also show the inputs, outputs, and decisions at each step, and the flow of information and materials across the swimlanes12.Reference:

Cross-Functional Flowchart

Create a Cross-Functional Flowchart

The Salesforce Lightning Design System (SLDS) reflects the patterns and components that underpin the Salesforce product. These patterns and components provide a unified language and consistent look and feel when designing apps and products within the Salesforce ecosystem. The Lightning Experience UI, which SLDS represents, was crafted using four core design principles. We encourage you to keep them in mind as you develop your applications.They are1:

Clarity --- Eliminate ambiguity. Enable people to see, understand, and act with confidence.

Efficiency --- Streamline and optimize workflows. Intelligently anticipate needs to help people work better, smarter, and faster.

Consistency --- Create familiarity and strengthen intuition by applying the same solution to the same problem.

Beauty --- Demonstrate respect for people's time and attention through thoughtful and elegant craftsmanship.Reference:Introduction to the Salesforce Lightning Design System

A wireframe prototype is a low-fidelity representation of the content and structure of a new feature, without any visual design or branding elements. It is used to test the usability and functionality of the feature with the user, and to gather feedback and iterate on the design. A wireframe prototype can be created using tools like Sketch, Figma, or Adobe XD, and can be interactive or static.Reference:

[Salesforce Certified User Experience Designer Exam Guide], Section 2.2: Design and test prototypes

[UX Designer Certification Prep: Prototyping], Unit 2: Wireframes and Prototypes

[Prepare for Your UX Designer Credential], Trailmix: Prototyping

These three methods would deliver a branded experience for a customer who has strict requirements to stay focused on out-of-the-box styling and components only. They are all features of the Builder tool, which is a drag-and-drop interface that allows users to create and customize websites without coding. By using these methods, a UX Designer can create a consistent and appealing visual identity for the customer's site, as well as showcase their brand values and personality.

Select a footer and configure which social media links to display: The footer is the bottom section of a web page that usually contains information such as contact details, terms and conditions, privacy policy, and social media links. By selecting a footer component from the Builder library, a UX Designer can easily add and configure the social media links that the customer wants to display on their site. This can help the customer connect with their audience, increase their brand awareness, and drive traffic to their social media platforms.

Select a theme and customize content including copy and imagery: A theme is a predefined set of design elements, such as colors, fonts, and layouts, that can be applied to a website to give it a consistent and professional look. By selecting a theme from the Builder library, a UX Designer can quickly create a site that matches the customer's brand identity and preferences. A UX Designer can also customize the content of the site, such as the copy and imagery, to make it more relevant and engaging for the customer's target audience.

Use the theme editor to adjust fonts, text case, colors, and site logo: The theme editor is a feature of the Builder tool that allows users to fine-tune the appearance of their site by adjusting various design elements, such as fonts, text case, colors, and site logo. By using the theme editor, a UX Designer can create a site that reflects the customer's brand personality and style, as well as enhance the readability and usability of the site. A UX Designer can also upload the customer's site logo, which is a graphical representation of their brand name or symbol, to increase their brand recognition and credibility.

Builder Overview

Create a Site with Builder

Customize Your Site with the Theme Editor

Updating the homepage with access to commonly used reports is the best way to make sure the user can quickly accessthe reports they need. This could include making the global search bar bigger on every page, adding the daily task component to the homepage, or creating a mind board to communicate the visual style of the UI. Additionally, Salesforce has some great resources on designing for search, such as their Search Design Guide [1] and their Search Best Practices [2].

[1]https://www.salesforce.com/content/dam/web/en_us/www/documents/salesforce-search-design-guide.pdf[2]https://developer.salesforce.com/docs/atlas.en-us.salesforce_search_best_practices.meta/salesforce_search_best_practices/search_best_practices_intro.htm

Voice is the overall personality of the design, while tone is the way that personality is expressed. Voice represents the core characteristics of a design, such as the values, attitude, and emotions it conveys. Tone is how those characteristics are expressed in the design, suchas the language, visuals, and other elements. For example, a design with a friendly voice might be expressed through warm colors, friendly imagery, and casual language. Salesforce has some great resources on voice and tone such as [1] and [2].

[1]https://www.salesforce.com/blog/2017/11/voice-tone-brand-personality.html[2]https://www.salesforce.com/blog/2018/10/voice-tone-brand-personality-ux.html

A UX designer who has been asked to improve Salesforce adoption among sales representatives at Cloud Kicks should conduct a workshop with stakeholders to align on the current state and build consensus as the next step after finding out that there is no clear and consistent sales process. This is because:

A clear and consistent sales process is essential for defining the user needs, goals, and pain points, as well as the business requirements, objectives, and metrics. Without a clear and consistent sales process, the UX designer cannot design a user-centric and value-driven solution that meets the expectations and needs of both the users and the stakeholders.

A workshop with stakeholders can help the UX designer to understand the existing sales process, identify the gaps, challenges, and opportunities, and facilitate a collaborative and participatory approach to define the desired future state and agree on the best practices and standards for the sales process. A workshop can also help to establish trust, rapport, and buy-in among the stakeholders, and ensure that they are aligned and committed to the project vision and goals.

A workshop with stakeholders can also help the UX designer to gather feedback, input, and validation from the key decision-makers and influencers, and incorporate them into the design process. A workshop can also help to communicate the value proposition and benefits of Salesforce adoption, and address any concerns, questions, or resistance that the stakeholders may have.

Salesforce Adoption: Common Issues & 6 Best Practices - Itransition

What is Salesforce Adoption? 15+ Salesforce Adoption Strategies | Salesforce Ben

Improving Salesforce User Adoption: Strategies & Best Practices - Cynoteck

17 Best Salesforce Adoption Strategies for Success (2023) - Whatfix

Card sorting is a UX research method where participants group ideas or information into different categories, based on what feels natural to them. Card sorting is ideal for the early stages of a website project, when the UX designer needs to understand how users organize and label content. Card sorting can help the UX designer to suggest a suitable architecture for the internal community, based on the employees' mental model and expectations. Card sorting can also reveal any gaps or overlaps in the content, and provide insights for naming the categories and subcategories.Reference:Card Sorting / Tree Testing | Bentley University,Tree Testing vs. Card Sorting: Which is Right for You? | Maze

The users can improve their end-user experience by favoriting the often used object and personalizing the navigation bar. Favoriting the object allows the users to access it quickly from the Favorites menu in the header. Personalizing the navigation bar allows the users to add, remove, or reorder the items that they use frequently. These features do not require the administrator to create a new app or modify the existing one, and they can be customized by the users themselves according to their preferences and needs.Reference: [Salesforce Certified User Experience Designer Exam Guide], Section 3.1: Design and implement solutions that meet user needs [UX Designer Certification Prep: User-Centered Design], Unit 4: Design for User Needs [Prepare for Your UX Designer Credential], Trailmix: User-Centered Design [Salesforce Help: Favorites in Lightning Experience] [Salesforce Help: Personalize Your Navigation Bar]