User-Experience-Designer Sample Questions Answers

To view the history of cases that a specific customer has submitted, the representative should go through the following hierarchy of information: All Accounts > Account Detail > Contact Detail > Case Related List. This is because cases are related to contacts, and contacts are related to accounts. By navigating from the account level to the contact level, the representative can see all the contacts associated with a specific account. Then, by selecting a contact, the representative can see the case related list, which shows all the cases that the contact has submitted or been involved in. This way, the representative can view the history of cases for a specific customer in a logical and efficient manner. References: : UX Designer Certification Prep: Designing with Service Cloud | Trailhead : Service Cloud Basics | Salesforce Help

Quantitative research methodology should be used to measure the success and usability of a feature on Experience Cloud. Quantitative research involves collecting and analyzing numerical data that can be measured, compared, or statistically tested. Quantitative research can help answer questions such as:

• How many users are using the feature?
• How often are they using it?
• How long does it take them to complete a task with the feature?
• How satisfied are they with the feature?
• How does the feature affect key performance indicators, such as conversion rates, retention rates, or revenue?

Quantitative research methods can include surveys, analytics, A/B testing, usability testing, and benchmarking. These methods can provide objective and reliable data that can be used to evaluate the impact and effectiveness of a feature on Experience Cloud.

Qualitative research methodology, on the other hand, involves collecting and analyzing non-numerical data that can reveal users’ attitudes, behaviors, motivations, and preferences. Qualitative research can help answer questions such as:

• Why are users using or not using the feature?
• What are their pain points, needs, and goals with the feature?
• How do they feel about the feature?
• What are their expectations and feedback for the feature?
• How does the feature fit into their context and workflow?

Qualitative research methods can include interviews, focus groups, observations, diary studies, and card sorting. These methods can provide rich and detailed insights that can be used to understand the user experience and identify opportunities for improvement.

Both quantitative and qualitative research methods are valuable for UX design, but they serve different purposes and answer different types of questions. In this case, the UX designer wants to know if the feature was successful and track usability over time, which are questions that can be best answered by quantitative research methods.

References: User Research Methods, Quantitative vs. Qualitative Usability Testing, 8 Essential Usability Testing Methods for UX Insights

Inclusive design is a design approach that aims to create products and services that are accessible and usable by as many people as possible, regardless of their abilities, preferences, or circumstances. Some of the benefits of inclusive design are :

• Extending access to more users: By considering the diverse needs and situations of users, inclusive design can expand the reach and impact of the product or service. For example, designing a website that is compatible with screen readers can benefit not only users who are blind or visually impaired, but also users who are in low-light environments or have low bandwidth.
• Reducing friction for users in achieving their goals: By removing unnecessary barriers and providing multiple ways of interaction, inclusive design can enhance the user experience and satisfaction. For example, designing a mobile app that supports voice input and output can benefit not only users who have difficulty typing or reading, but also users who are multitasking or have their hands busy. References: : [UX Designer Certification Prep: Designing for Accessibility and Inclusion | Trailhead] : [Inclusive Design | Salesforce Developer Guide]

Inclusive design is a practice of designing products, services, and experiences that are accessible and usable for as many people as possible, regardless of ability, age, gender, race, language, or culture. By incorporating inclusive design practices, you can extend access to more users and reduce friction for users in achieving their goals. Salesforce provides more information on the benefits of inclusive design here: https://www.salesforce.com/blog/2020/11/what-is-inclusive-design.html.

A docked prompt is a type of In-App Guidance that can be used to provide contextual help and guidance to the users in the Salesforce app. A docked prompt is a small pop-up window that appears at the bottom of the screen, and can contain text, images, links, or videos. A docked prompt can be triggered by various events, such as opening a page, clicking a button, or completing an action. A docked prompt can also be dismissed by the user, or set to expire after a certain time or date12

A UX Designer can customize the Salesforce Help Menu to meet the request of Cloud Kicks’ Sales team by creating a docked prompt based on new feature rollouts. This way, the UX Designer can:

• Inform the users about the new features and how they can benefit from them. For example, the UX Designer can create a docked prompt that introduces the new Einstein Opportunity Scoring feature, and explains how it can help the users prioritize their opportunities and close more deals3
• Guide the users through the steps and best practices to use the new features. For example, the UX Designer can create a docked prompt that shows the users how to access and configure the new Einstein Opportunity Scoring feature, and how to interpret and act on the scores3
• Engage the users and encourage them to explore and adopt the new features. For example, the UX Designer can create a docked prompt that includes a link to a video tutorial, a Trailhead module, or a feedback survey about the new Einstein Opportunity Scoring feature3
• Show a site map of all the content: This is not a way to customize the Salesforce Help Menu to meet the request of Cloud Kicks’ Sales team, because a site map of all the content is not a type of In-App Guidance, and it does not provide specific and timely help and guidance for the users. A site map of all the content is a visual representation of the structure and hierarchy of a website or app, and it can be useful for planning and designing the user interface, but not for providing In-App Guidance4
• Provide links to external resources, such as training videos or a company dictionary: This is not a way to customize the Salesforce Help Menu to meet the request of Cloud Kicks’ Sales team, because providing links to external resources is not a type of In-App Guidance, and it does not provide contextual and interactive help and guidance for the users. Providing links to external resources is a way to supplement the Salesforce Help Menu with additional information and resources, but not to create In-App Guidance5

References:

• Create In-App Guidance Unit | Salesforce Trailhead
• In-App Guidance - Salesforce Help
• Create a Docked Prompt for New Feature Rollouts Unit | Salesforce Trailhead
• What is a Sitemap? - Interaction Design Foundation
• Customize the Help Menu in Lightning Experience - Salesforce Help

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

The UI configuration that should be used to further individualize each featured topic is to select and upload images that represent each featured topic. This option allows the UX Designer to customize the appearance of the Featured Topic component and make it more visually appealing and engaging for the users. The images can help to convey the meaning and relevance of each topic and attract the users’ attention. The images can also create a consistent and branded look for the Experience Cloud site.

References:

• : Featured Topic Component
• : Customize the Featured Topic Component

This allows users to easily distinguish between different topics and quickly scan for relevant topics. Salesforce documentation on the Featured Topics component states that “You can add a description for each featured topic, which appears in the user interface below the topic label” [1].

[1] https://help.salesforce.com/articleView?id=knowledge_articles_sites_featured_topic.htm &type=5

  The Salesforce app allows administrators to customize the brand color and the loading page logo to match the company’s branding. The brand color affects the key user interface elements such as the header, buttons, and search bar. The loading page logo is the image that appears after a mobile user logs in. These elements can be customized from Setup by entering Salesforce Branding in the Quick Find box, then selecting Salesforce Branding. The other elements, such as the search bar layout, the background image, and the focus link color, are not customizable in the Salesforce app. References:

• Customize Salesforce Mobile App Branding
• How Salesforce App Branding Works

 To create a unique experience for each audience that includes colors, images, and typography, the recommended out-of-the-box design approach is to use branding sets and assign them to each audience using audience targeting. Branding sets are collections of branding attributes, such as logos, fonts, colors, and images, that can be applied to a site or a page to customize its look and feel. Audience targeting is a feature that allows the designer to deliver different content and experiences to different groups of users based on criteria such as profile, location, or behavior. By creating branding sets and assigning them to each audience using audience targeting, the designer can easily create a unique and consistent experience for each audience without creating separate sites or custom themes. References: : Branding Sets | Salesforce Help : Audience Targeting | Salesforce Help : UX Designer Certification Prep: Designing with Experience Builder | Trailhead

The best approach for Cloud Kicks to create a unique look and feel for each audience is to create branding sets and assign them to each audience using audience targeting. With this approach, the same website can be used for both audiences, whilethe look and feel of each page can be tailored to each audience.

Branding sets allow you to create unique designs and apply them to specific audiences. You can create unique colors, images, and typography for each audience and then target them to the appropriate audiences using the audience targeting feature. This will ensure that each audience has a unique look and feel that meets their needs.

References: [1] https://help.salesforce.com/articleView?id=siteforce_editing_audience_targeting.htm &type=5 [2] https://help.salesforce.com/articleView?id=siteforce_branding_sets.htm &type=5 [3] https://help.salesforce.com/articleView?id=siteforce_creating_branding_sets.htm &type=5

 To restyle a Lightning Experience model to meet brand guidelines, the designer should use design tokens and find the appropriate component blueprint. Design tokens are variables that store visual design attributes, such as colors, fonts, and spacing. They allow the designer to customize the appearance of Lightning components without writing any code. Component blueprints are design specifications for Lightning components that provide guidance on how to use them, what properties they support, and how they behave in different scenarios. They help the designer to choose the right component for the model and apply the brand guidelines consistently. References: : Design Tokens | Salesforce Developer Guide : Component Blueprints | Lightning Design System : UX Designer Certification Prep: Designing with Lightning Components | Trailhead

The Salesforce Lightning Design System (SLDS) provides component blueprints that will ensure consistency for Cloud Kicks’ functional components. Component blueprints are ready-to-use HTML and CSS UI elements that provide the foundation for Salesforce experience development. They follow the design guidelines, accessibility standards, and best practices of Lightning Experience. They also include variants, states, and modifiers to handle different use cases and scenarios. By using component blueprints, Cloud Kicks can create functional components that are consistent with the look and feel of Lightning Experience without writing custom code or CSS. References:

• Component Blueprints
• Introduction to the Salesforce Lightning Design System

Lightning console apps are designed to help users work faster and more efficiently by providing a workspace where they can access multiple records and their related records on the same screen. Users can complete actions with a single click, such as creating records, logging calls, sending emails, and updating fields, without losing context or switching tabs. Lightning console apps also support keyboard shortcuts, macros, and quick text to speed up common tasks. Lightning console apps are especially useful for sales representatives who need to provide quick, competitive pricing and close deals faster. They can also use Lightning console apps to view and manage their pipeline, collaborate with team members, and track their performance. Organizing items in the utility bar and adding records to Favorites are features that are available in any Lightning app, not just Lightning console apps. References: Salesforce Console in Lightning Experience, Create and Edit a Custom Lightning Console App, Create a Lightning Console App

According to the Web Content Accessibility Guidelines (WCAG), which are the leading international standards for accessible web design, perceivable content is content that can be presented to users in ways they can perceive. This means that the content should be available to the senses (vision, touch, and hearing) either through the browser or through assistive technologies like screen readers, screen enlargers, and others1. Therefore, the content should only be visible is the correct answer, as it implies that the content can be seen by users who rely on vision to access the web. The other options are incorrect, as they suggest that the content is not perceivable to all users.

References:

• Web Accessibility For Beginners | DigitalOcean, Perceivable: Content on the web should be perceivable.

Relationship Design is a creative practice that drives social and business value by building strong relationships. It is based on four mindsets: compassion, intention, courage, and reciprocity. Cloud Kicks can incorporate Relationship Design principles into its business model and customer offerings by adopting these mindsets and applying them to its products, services, and interactions. Some examples of how Cloud Kicks can do this are:

• Prioritizing innovation over copying the competition. This shows that Cloud Kicks is courageous and intentional in creating unique and valuable solutions that meet the needs and expectations of its customers and communities. Cloud Kicks can use design thinking methods, such as empathy mapping, ideation, and prototyping, to generate and test new ideas that solve real problems and create positive impact 1.
• Reframing products in terms of user value over features and functions. This shows that Cloud Kicks is compassionate and reciprocal in understanding and communicating the benefits and outcomes that its products and services can deliver to its customers and stakeholders. Cloud Kicks can use value proposition design tools, such as the value proposition canvas, to identify and articulate the jobs, pains, and gains of its customers, and how its products and services can address them 2.
• Uncovering customer needs over broadcasting product benefits. This shows that Cloud Kicks is intentional and reciprocal in listening and learning from its customers and co-creating solutions with them. Cloud Kicks can use user research methods, such as interviews, surveys, and observations, to discover and validate the needs, preferences, and behaviors of its customers, and to involve them in the design process 3.

References: [Design Thinking] (https://www.salesforce.com/design/relationship-design/), [Value Proposition Design] (https://www.salesforce.com/blog/how-relationship-design-works/), [User Research] (https://trailhead.salesforce.com/content/learn/trails/get-to-know-relationship-design)

Usability testing is a method of evaluating how easy and intuitive a product or service is to use by observing real users performing specific tasks. It can help identify usability issues, user needs, and user satisfaction. A goal of usability testing is to learn about the user’s behavior and preferences, such as how they interact with the design, what they expect from the design, what they like or dislike about the design, and what they find confusing or frustrating about the design. By learning about the user’s behavior and preferences, the UX designer can gain insights and feedback that can help improve the design and enhance the user experience. References:

• : User Experience Designer Certification Prep: Module 6: Validate User Interfaces
• : What is Usability Testing?

The principle that would represent Cloud Kicks’ company strategy is prioritizing engagement over number of impressions. This principle is based on the intention mindset of Relationship Design, which means engaging with clear purpose and focusing on the quality of interactions rather than the quantity1. Reframing products in terms of outputs over outcomes (A) is not a Relationship Design principle, as it does not consider the value or impact of the products for the customers. Highlighting product benefits over uncovering customer needs © is also not a Relationship Design principle, as it does not show empathy or understanding of the customers’ problems or goals. References:

• Embrace the Relationship Design Mindsets Unit | Salesforce Trailhead

Design tokens are the visual design atoms of the design system — specifically, they are named entities that store visual design attributes. We use them in place of hard-coded values (such as hex values for color or pixel values for spacing) in order to maintain a scalable and consistent visual system for UI development1. Design tokens are available for different platforms and frameworks, such as Lightning Web Components, Aura Components, CSS, iOS, and Android2. Design tokens can be customized to apply branding and theming to components and applications3. Utility classes are CSS classes that provide common styling properties, such as margins, padding, borders, and text alignment1. Design patterns are reusable solutions to common design problems, such as navigation, forms, and data visualization. References: Design Tokens - Lightning Design System, SLDS Design Tokens | Lightning Web Components Developer Guide | Salesforce Developers, Styling with Design Tokens - Salesforce Developers, [Design Patterns - Lightning Design System]

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.

References:

• 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

To create visual consistency with regard to alignments, grids, spacing, and typography, the part of the Salesforce Lightning Design System (SLDS) that should be used is utility classes. Utility classes are CSS classes that provide common styling properties, such as margins, paddings, borders, colors, fonts, and text alignments. Utility classes can be applied to any HTML element to quickly and easily adjust its appearance and layout. Utility classes follow the BEM (Block Element Modifier) naming convention, which makes them easy to read and understand. Utility classes can help the designer to create visual consistency across the Lightning components and pages, without writing custom CSS or overriding the component blueprints. References: : Utility Classes | Lightning Design System : UX Designer Certification Prep: Designing with Lightning Design System | Trailhead

An App Builder styling property is a feature that allows a Lightning web component to expose CSS properties that can be set by an administrator in the Lightning App Builder. This way, the administrator can customize the look and feel of the component depending on the context and use case. For example, a component can have a styling property for the background color, the font size, or the border radius. The administrator can then change these values in the App Builder without modifying the code of the component. References:

• [Create App Builder Styling Properties]

The Salesforce Lightning Design System (SLDS) is a set of design guidelines and resources for creating consistent and beautiful user experiences on the Salesforce platform. It provides UI components, icons, fonts, colors, and more that follow the best practices and accessibility standards of Salesforce. One of the features of SLDS is the ability to create custom themes that reflect the brand identity and personality of a company or an app. Custom themes can be implemented using design tokens, which are variables that store the values of the UI elements, such as colors, sizes, spacing, fonts, etc. Design tokens can be overridden or customized to change the appearance of the UI components without modifying the CSS or HTML code. To implement the company colors in all UI components, such as buttons and icons, using a custom theme, the UX designer should use the design tokens prefixed with “brand”, such as $brand-primary, $brand-secondary, $brand-accessible, etc. These design tokens control the color scheme of the UI components and can be assigned the values of the company colors. For example, to change the color of the primary button to the company’s blue color, the UX designer can use the following design token:

$brand-primary: #0070d2;

References:

• : User Experience Designer Certification Prep: Module 7: Implement User Interfaces
• : Salesforce Lightning Design System: Customization
• : Salesforce Lightning Design System: Design Tokens

Personalized Navigation Tabs are a navigational feature that allows the users to customize the navigation bar of the Salesforce mobile app with the items that they use most frequently. Users can add, remove, and reorder the tabs in the navigation bar, and access them with a single tap. Users can also mark their favorite items with a star icon, and access them from the Favorites tab. Personalized Navigation Tabs can help Cloud Kicks (CK) employees to quickly access the apps, objects, and other items that they need in the Salesforce mobile app12

• Console Navigation is a navigational feature that allows the users to work with multiple records and objects on a single screen in the Salesforce desktop app. Console Navigation is not available in the Salesforce mobile app, and it is not suitable for providing quick access to apps, objects, and other items3
• Utility Bar is a navigational feature that allows the users to access common productivity tools, such as notes, history, or macros, from a fixed footer at the bottom of the Salesforce desktop app. Utility Bar is not available in the Salesforce mobile app, and it is not suitable for providing quick access to apps, objects, and other items4

References:

• Personalize Your Navigation Bar in the Salesforce Mobile App - Salesforce Help
• Personalize Your Navigation Bar in the Salesforce Mobile App Unit | Salesforce Trailhead
• Console Navigation - Salesforce Help
• Utility Bar - Salesforce Help

Asking the user to think aloud during a user task has the following benefits12:

• A. No special equipment needed. Thinking aloud is a simple and low-cost method that does not require any special equipment or software. The user only needs a microphone or a phone to record their voice, and the tester only needs a way to listen and observe the user’s actions.
• D. Flexibility. Thinking aloud is a flexible method that can be applied to various types of tasks, products, and platforms. It can also be conducted remotely or in-person, synchronously or asynchronously, moderated or unmoderated, depending on the needs and preferences of the tester and the user.
• E. Raw stream of thought. Thinking aloud provides a raw and rich stream of data that reveals the user’s thoughts, feelings, expectations, assumptions, motivations, and frustrations as they interact with the product. It can help the tester to understand the user’s mental model, decision-making process, and satisfaction level.

References: Thinking Aloud: The #1 Usability Tool, Thinking Aloud: What is it and for which digital product is it worthwhile?

A grid system is a set of columns and rows that help to organize and align the layout and content of a web page. The Salesforce Lightning Design System (SLDS) provides a responsive grid system that adapts to different screen sizes and devices. The SLDS grid system is based on the CSS Flexbox layout module, which allows for flexible and dynamic positioning of elements. The SLDS grid system consists of the following components1:

• Containers: These are the outermost elements that wrap the grid. They have a fixed width that changes according to the breakpoints defined by the SLDS. Breakpoints are the points at which the layout changes based on the screen size. The SLDS has four breakpoints: small, medium, large, and x-large2.
• Grids: These are the direct children of the containers. They are the main elements that define the grid structure. They have a display property of flex, which enables the flexbox layout. They can also have modifiers that control the alignment, direction, and wrapping of the grid items3.
• Grid items: These are the direct children of the grids. They are the elements that contain the actual content of the page. They have a flex property that determines how much space they take up in the grid. They can also have modifiers that control the order, offset, and visibility of the grid items4.

A UX Designer should use the SLDS grid system to design responsively within the SLDS, as it provides a consistent and flexible way to create layouts that work across different devices and screen sizes. The SLDS grid system also follows the SLDS design principles and best practices, such as clarity, efficiency, consistency, and beauty5.

References:

• Grid - Lightning Design System, Grid - Lightning Design System Grid HTML/CSS: Dev Ready Responsive Terms of Service Privacy Responsible Disclosure Trust Cookies Settings Your Privacy Choices © Copyright 2015-present Salesforce, Inc. All rights reserved. Various trademarks held by their respective owners.
• Breakpoints - Lightning Design System, Breakpoints - Lightning Design System Breakpoints HTML/CSS: Dev Ready Responsive Terms of Service Privacy Responsible Disclosure Trust Cookies Settings Your Privacy Choices © Copyright 2015-present Salesforce, Inc. All rights reserved. Various trademarks held by their respective owners.
• Grid - Lightning Design System, Grid - Lightning Design System Grid HTML/CSS: Dev Ready Responsive Terms of Service Privacy Responsible Disclosure Trust Cookies Settings Your Privacy Choices © Copyright 2015-present Salesforce, Inc. All rights reserved. Various trademarks held by their respective owners.
• Grid - Lightning Design System, Grid - Lightning Design System Grid HTML/CSS: Dev Ready Responsive Terms of Service Privacy Responsible Disclosure Trust Cookies Settings Your Privacy Choices © Copyright 2015-present Salesforce, Inc. All rights reserved. Various trademarks held by their respective owners.
• Design Principles - Lightning Design System, Design Principles - Lightning Design System Design Principles HTML/CSS: Dev Ready Responsive Terms of Service Privacy Responsible Disclosure Trust Cookies Settings Your Privacy Choices © Copyright 2015-present Salesforce, Inc. All rights reserved. Various trademarks held by their respective owners.

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.

References:

• Builder Overview
• Create a Site with Builder
• Customize Your Site with the Theme Editor

Visibility of system status is the usability heuristic that is being used in this case. Visibility of system status means that the system should always keep users informed about what is going on, through appropriate feedback within reasonable time1. One way to apply this heuristic is to use visual indicators to let users know which form fields are required, such as asterisks, labels, or colors. This helps users to understand the expectations and requirements of the system, and to avoid errors or confusion. By providing clear and timely feedback, the system enhances the user experience and satisfaction. References: Learn About User Experience Design Unit | Salesforce Trailhead, [10 Usability Heuristics for User Interface Design], Salesforce User Experience (UX) Designer Certification Guide & Tips

A design thinking approach is a human-centered method for solving complex problems and creating innovative solutions. It involves understanding the needs and desires of the users, generating and testing multiple ideas, and iterating on the feedback and results. A design thinking approach can be divided into two types of thinking: divergent and convergent. Divergent thinking is the process of generating many possible solutions to a problem without judging or filtering them. It encourages creativity, exploration, and experimentation. Convergent thinking is the process of evaluating, selecting, and refining the best solution to a problem. It involves analysis, logic, and criteria. Divergent and convergent thinking are complementary and cyclical. They help the designer to expand the solution space and then narrow it down to the most feasible and desirable option. By using both types of thinking, the designer can encourage more creative problem-solving and avoid premature convergence or fixation on a single idea. Therefore, the best approach combination for the UX Designer at Cloud Kicks is divergent and convergent thinking. References: Trailhead: Design Thinking, Trailhead: Salesforce User Experience Designer Certification Prep, Divergent and Convergent Design Thinking

In visual design, especially within the context of translating style and branding guidelines, certain elements play crucial roles in ensuring that the design effectively communicates the intended brand identity and aesthetic. These elements include:

• Typography: The choice of fonts and how text is styled and arranged can significantly impact the brand's voice and how content is perceived by the audience. Typography can convey feelings, create hierarchy, and guide the user's attention through the design.
• Color: Color schemes are fundamental in visual design as they can evoke emotions, communicate brand values, and improve the user's experience by creating visual interest and guiding focus.
• Imagery: The use of images, icons, illustrations, and other visual media must align with the brand's style and values. Imagery can help tell a brand's story, convey complex information quickly, and connect with users on an emotional level.

Options B and C, such as Wireframes, Personas, Blueprints, Sketching, and Storyboards, are crucial in the early stages of the design process for conceptualization and planning but do not directly translate style and branding guidelines in the same way that typography, color, and imagery do.

Typography, color, and imagery are visual design elements that can be used to create a consistent and recognizable corporate style and branding. Typography refers to the choice and use of fonts, sizes, weights, and spacing to convey meaning and hierarchy. Color refers to the selection and application of hues, shades, tints, and tones to create contrast, harmony, and mood. Imagery refers to the use of photos, illustrations, icons, and graphics to communicate messages, concepts, and emotions.

References:

• [Salesforce Certified User Experience Designer Exam Guide], Section 2.3: Demonstrate knowledge of visual design principles and best practices.
• [UX Designer Certification Prep: Visual Design], Unit 2: Typography, Color, and Imagery.

 Experience Cloud is the Salesforce solution that enables businesses to create engaging and personalized digital experiences for their customers, partners, and employees. Experience Cloud can easily integrate customer relationship management (CRM) data from Sales Cloud, Service Cloud, and other Salesforce products to provide a seamless and consistent experience across different touchpoints. Experience Cloud can also leverage the power of Commerce Cloud to create B2B sales portals that allow buyers to browse, order, and pay for products online. Experience Cloud offers various templates, components, and tools to design and build customized and branded B2B sales portals that meet the needs and expectations of the target audience. References: Experience Cloud Overview, Learn About B2B Commerce, Salesforce B2B Commerce Basics

Accordions are collapsible sections that can be used to separate different content areas. By using accordions, users can quickly navigate through the page and easily find thecontent that they need. The use of accordions also ensures that screen readers can access the content within each section, reducing the need for additional navigation. Additionally, a Lightning Console layout can be used to organize components, but this layout is optimized for customer service agents and not necessarily for screen reader users. Placing components in adjacent tabs or stacking them on the same page can make the page difficult to navigate and can make it difficult for screen readers to understand the page. For more information, see the Salesforce Accessibility Guide (https://help.salesforce.com/articleView?id=accessibility_overview.htm &type=5).

 According to the Salesforce Lightning Design System, accordions are a good way to organize components on a page for screen reader-assisted accessibility. Accordions allow users to expand and collapse sections of content, which can help reduce cognitive load and scrolling. Accordions also provide a clear heading structure and keyboard navigation for each section1. The other options are not recommended for screen reader-assisted accessibility, as they can create confusion, clutter, or inefficiency for users who rely on auditory feedback. For example, switching to a Lightning Console layout can make it harder for users to navigate between tabs and subtabs2. Placing components in adjacent tabs can also increase the number of keystrokes and commands needed to access the information3. Stacking components on the same page can create a long and overwhelming page that requires excessive scrolling and reading4.

References: Accordions - Lightning Design System, Lightning Console Apps - Salesforce Help, Tabs - Lightning Design System, Accessibility Standards - Salesforce Help

 The best way to present Knowledge articles to different audiences is to use page layouts or permissions to display only the fields needed for each audience. This way, the same article can be reused for both internal and external users, but with different levels of detail and visibility. Page layouts can control which fields are shown on the article detail page, and permissions can control which fields are searchable and editable. This is more efficient and consistent than writing separate articles for each audience, which would require more maintenance and duplication. Topics and data categories are different ways of organizing articles, but they do not affect the fields that are displayed. Topics are used for external sites, such as communities or portals, and data categories are used for internal sites, such as the Salesforce app. They can be mapped to each other, but they do not have to be organized the same way. References:

• 5 Best Practices for Salesforce Knowledge
• The Ultimate Guide to Salesforce Knowledge
• How to Write a Good Knowledge Base Article
• Prepare Your Salesforce Knowledge Base

Marketing Cloud Personalization is a Salesforce feature that can boost B2C engagement on Cloud Kicks’ website. Marketing Cloud Personalization is a kind of technology solution that ingests customer engagement and profile data, then — using machine learning and AI — determines relevant messages, segmentation, and content for each customer, based on their preferences and affinities1. Marketing Cloud Personalization can help Cloud Kicks to create personalized and relevant experiences for their website visitors, such as showing them products, offers, or recommendations that match their interests, needs, or behaviors. Marketing Cloud Personalization can also help Cloud Kicks to optimize their website performance, such as increasing conversions, retention, loyalty, and revenue1.

Experience Cloud is another Salesforce feature that can help Cloud Kicks to create engaging websites, but it is not the best option for boosting B2C engagement. Experience Cloud is a platform that allows users to build branded digital experiences, such as websites, portals, forums, or mobile apps, that connect customers, partners, and employees with Salesforce data and processes. Experience Cloud can help Cloud Kicks to create interactive and collaborative websites that integrate with their CRM, but it does not provide the same level of personalization and intelligence as Marketing Cloud Personalization2.

Marketing Cloud Account Engagement is a Salesforce feature that is designed for B2B marketing automation, not B2C engagement. Marketing Cloud Account Engagement, formerly known as Pardot, is a solution that helps users to generate more leads, nurture them through email campaigns, and align sales and marketing efforts. Marketing Cloud Account Engagement can help Cloud Kicks to target and engage potential business customers, but it is not suitable for engaging individual consumers on their website34.

References: 2: Experience Cloud | Salesforce 3: Marketing Cloud Account Engagement customers are scaling their marketing and reaching more leads faster. Find more leads and convert them more quickly with content that resonates Engage buyers on their terms with tailored, relevant campaigns4 4: Marketing Cloud vs. Marketing Cloud Account Engagement2 1: Personalization Engine by Marketing Cloud - Salesforce1

When the Service team at Cloud Kicks faces difficulty due to an overload of list views, the most effective way to improve their experience is by decluttering the list views to make relevant ones easier to find. This can be achieved by:

• Streamlining the List Views: Removing less frequently used or irrelevant list views from the public view helps in reducing clutter and focusing on the most pertinent information. This streamlining process makes navigation more intuitive and efficient for the service team members.

Options B (Updating Sharing Rules) and C (Allowing users to manage public list views) might help in managing access to records and customization, but they do not directly address the issue of having too many list views, which is the primary concern impacting the team's ability to find relevant information quickly.

References:Salesforce's documentation on managing list views provides strategies for organizing and customizing list views to improve usability and efficiency. This includes guidelines on creating, editing, and managing visibility of list views to ensure that users have access to the most relevant and useful information.

The Console is a tab-based workspace that allows users to access multiple records and related information on a single screen. This can help users who need to switch between different records quickly and easily, without losing context or wasting time. For example, a salesperson who needs to compare different opportunities, check account details, or update contact information can benefit from using the Console. The Standard Salesforce Navigation, on the other hand, only allows users to open one record at a time, which can be limiting for some use cases. References: : Salesforce Console : Explore the Service Console

Cloud Kicks’ new design solutions would be described by the conceptual approach of desirable, feasible, and viable. This approach is based on the human-centered design (HCD) methodology, which aims to create solutions that meet the needs, preferences, and expectations of the users or customers, while also being technically possible and economically sustainable. HCD is a creative problem-solving process that starts with identifying the user’s problems and ends with creating solutions that address them. The desirable, feasible, and viable framework helps designers evaluate their solutions according to these three criteria:

• Desirable: A solution that people want or need, that solves a real problem for them, and that provides a meaningful and relevant experience.
• Feasible: A solution that can be created with new or existing technology, that is within the scope and capabilities of the organization, and that can be tested and validated.
• Viable: A solution that fits the organization’s business model, that generates value for the stakeholders, and that is sustainable in the long term.

By applying this framework, Cloud Kicks can ensure that its new design solutions for its sales processes in Salesforce are not only user-friendly, but also technically sound and profitable. This can help Cloud Kicks achieve its business goals, while also delivering more satisfying and delightful customer experiences.

References:

• Explore Human-Centered Design
• IDEO’s Desirability, Viability, Feasibility Framework: A Practical Guide

The designer should describe SLDS styling hooks as custom CSS properties that can easily style base and custom components. Styling hooks are placeholders in the SLDS style sheet that allow developers to customize the look and feel of their Lightning components by using the corresponding CSS custom properties. For example, the developer can change the background color of a button by setting the value of the --slds-c-button-brand-color-background custom property. Styling hooks are especially useful when working with web components and shadow DOM, as they enable component-level customizations without affecting the global styles. Styling hooks also provide consistency and performance benefits, as they leverage the SLDS design tokens and the native browser support for CSS custom properties. References:

• : Styling Hooks - Lightning Design System
• : SLDS Styling Hooks | Lightning Web Components Developer Guide | Salesforce Developers
• : SLDS Styling hooks in Lightning web components - Forcetrails

The designer should describe the Salesforce Lightning Design System (SLDS) styling hooks as using standard CSS properties to easily style base and custom components. SLDS styling hooks allow developers to quickly and easily apply CSS classes to HTML elements, enabling consistent styling across both base and custom components. This allows developers to quickly and easily apply branding and styling to their Lightning Web Components, without needing to write custom CSS. For more information about SLDS styling hooks, please see the following Salesforce documentation: https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.use_slds_styles_hooks

 The next phase after discovery, research analysis, and ideation is prototyping, which is the process of creating low-fidelity or high-fidelity representations of the design solution that can be tested and validated with users and stakeholders. To prepare for this phase, the UX designer should determine what to prototype, which means deciding on the scope, the level of detail, the format, and the tools for creating the prototype. The UX designer should consider the following factors when determining what to prototype:

• The goals and objectives of the prototype: What is the purpose of the prototype? What questions or hypotheses does it aim to answer or test? What feedback or data does it seek to collect?
• The target users and audience of the prototype: Who are the users and stakeholders that will interact with or evaluate the prototype? What are their needs, expectations, and preferences? How will they access and use the prototype?
• The features and functionality of the prototype: What are the key features and functionality that the prototype should include or exclude? How will they support the user goals and tasks? How will they demonstrate the value proposition and the design principles of the solution?
• The fidelity and interactivity of the prototype: How realistic and detailed should the prototype be? How interactive and responsive should the prototype be? How will the prototype convey the look and feel, the content, and the behavior of the solution?
• The tools and methods of the prototype: What tools and methods will be used to create and present the prototype? How will they affect the time, cost, and quality of the prototype? How will they facilitate the testing and validation of the prototype?

References:

• : User Experience Designer Certification Prep: Module 5: Design User Interfaces
• : User Experience Designer Certification Prep: Module 6: Validate User Interfaces
• : What is Prototyping?

The next phase for a UX designer after completing discovery, research analysis, andideation is to determine what to prototype. Prototyping is the process of creating a model, mock-up, or simulation of a user interface to test out ideas and gain feedback from users. Prototyping can be done in a variety of ways, from low-fidelity paper prototypes to high-fidelity digital prototypes. It is important to consider the purpose of the prototype and the amount of detail needed to accurately test out the user experience.

To prepare for the prototyping phase, a UX designer should review the researchdata and user insights gathered during the discovery, research analysis, and ideation stages. They should determine what needs to be tested out and create a plan for creating the prototype, considering the level of fidelity needed, the resources available, and the timeline. Additionally, they should consider what metrics they want to measure when testing the prototype, such as user engagement, usability, and satisfaction.

References: [1] https://www.salesforce.com/blog/2019/12/ux-design-prototyping.html [2]  https://uxplanet.org/the-importance-of-prototyping-in-ux-design-process-dd4b4a8f76e [3] https://uxdesign.cc/prototyping-a-comprehensive-guide-e87f3d3fbb37

In the context of an existing Customer Experience Cloud portal that is already performing well, the goal is to further increase customer engagement by adding elements that encourage interaction and participation. Recognizing peers with badges is a highly effective way to achieve this because:

• Personalization and Gamification: Badges introduce an element of gamification and personalization, which can significantly increase engagement. Users are motivated to participate and contribute to the community when they see a tangible recognition of their efforts and achievements.
• Community Building: Recognizing contributions with badges helps in building a stronger community by highlighting active members and encouraging others to contribute. It fosters a sense of belonging and appreciation among users.

While personalized branding (option A) and customizing page layouts (option B) can enhance the user experience, they do not directly incentivize user interaction and contribution as effectively as recognizing contributions through badges does.

References:For insights on implementing badges and gamification strategies in Salesforce Experience Cloud portals, Salesforce's official documentation and community resources offer guidelines and best practices. These resources discuss various ways to enhance user engagement and community building within the Salesforce ecosystem.

 According to the Salesforce documentation, the number of dynamic dashboards that an organization can have depends on the edition of Salesforce that they are using. A dynamic dashboard is a dashboard that runs using the security settings of the user viewing the dashboard, so that each user sees the data according to their own access level. Dynamic dashboards are useful for sharing one common set of dashboard components to users with different levels of access, without having to create separate dashboards for each user or role. The documentation states that:

• Enterprise Edition can use up to 5 dynamic dashboards
• Unlimited and Performance Edition can use up to 10 dynamic dashboards
• Developer Edition can use up to 3 dynamic dashboards
• Additional dynamic dashboards may be available for purchase

Therefore, since Cloud Kicks has an Unlimited Edition Salesforce org, they can create up to 10 different dynamic dashboards1 References: Taking Advantage of Dynamic Dashboards | Salesforce Developers

The Path feature that should be used to add onboarding value for the sales representatives is the Key fields component. The Key fields component allows the admin to specify up to five fields that are important or required for each stage of the Path. The sales reps can see and edit these fields directly from the Path, without scrolling through the record page. This helps to guide the reps on what information they need to gather or update at each stage, and ensures data quality and completeness. The Key fields component can also be used to enforce validation rules or required fields, by preventing the reps from moving to the next stage until they fill out the necessary fields. References:

• : Set Up a Path
• : Considerations and Guidelines for Creating Paths
• : Optimize Sales Processes with Path in Salesforce

A top-of-page validation is a type of validation rule that displays an error message at the top of the page when a user tries to save a record that does not meet certain criteria. A field validation is a type of validation rule that displays an error message next to a specific field when a user tries to save a record that does not meet certain criteria. The advantage of using field validations over top-of-page validations is that they provide more clarity and guidance to the user about which fields need to be corrected and why. They also reduce the cognitive load and the scrolling effort for the user, as they can see the error message right next to the field they are editing. Therefore, to help the Client Service team at Cloud Kicks efficiently find the correct fields when editing an order record, the UX designer should replace the top-of-page validation with two field validations, assigning the respective fields that are required to validate and save the order changes. References:

• : User Experience Designer Certification Prep: Module 5: Design User Interfaces
• : User Experience Designer Certification Prep: Module 7: Implement User Interfaces
• : Validation Rules

Confirmation bias is the tendency to seek, interpret, and remember information that confirms one’s preexisting beliefs or hypotheses, while ignoring or discounting information that contradicts them1. Confirmation bias can affect user feedback sessions by influencing how the researcher designs the test, asks the questions, observes the behavior, and analyzes the data of the users. Confirmation bias can lead to inaccurate or incomplete insights, and ultimately to poor design decisions2.

One way to avoid confirmation bias in user feedback sessions is to allow the user to explore the application without specific questions regarding which tasks to perform. This can help the researcher to observe the user’s natural and spontaneous interaction with the application, without imposing any expectations or assumptions on them. This can also help the user to express their honest opinions and feelings about the application, without being influenced by the researcher’s questions or suggestions. This can result in more authentic and unbiased feedback, and more reliable and valid insights3.

Asking open-ended questions staying away from questions regarding feelings is not a good way to avoid confirmation bias in user feedback sessions, because it can limit the depth and richness of the feedback, and miss the opportunity to understand the user’s emotions and motivations. Open-ended questions are questions that allow the user to answer in their own words, rather than choosing from a predefined set of options. Open-ended questions are useful for eliciting more detailed and nuanced feedback, and for exploring the user’s thoughts and feelings about the application. However, asking open-ended questions alone is not enough to prevent confirmation bias, as the researcher may still unconsciously frame the questions in a way that leads the user to confirm their hypotheses, or interpret the answers in a way that supports their beliefs. Asking questions regarding feelings is also important, as it can help the researcher to understand the user’s emotional response to the application, and how it affects their satisfaction, engagement, and loyalty4.

Asking specific questions about known pain points to confirm your hypothesis is a bad way to avoid confirmation bias in user feedback sessions, because it can introduce the researcher’s bias into the feedback process, and influence the user’s perception and behavior. Asking specific questions about known pain points can lead the researcher to focus only on the information that confirms their hypothesis, and ignore or dismiss the information that challenges or contradicts it. It can also lead the user to pay more attention to the pain points that the researcher mentions, and overlook or downplay the other aspects of the application. This can result in skewed and distorted feedback, and misleading and invalid insights5.

References: 1: Confirmation bias - Wikipedia 2: How Confirmation Bias can affect user research | by Caroline Galipeau | UX Collective 3: 11 Types of Cognitive Biases to Avoid in User Research | Maze 4: How to Ask Good Questions in User Research | by Nick Babich | UX Planet 5: How to Avoid Confirmation Bias in User Research | by Sarah Doody | Medium

 A diary study is a research methodology that involves asking participants to record their thoughts, feelings, behaviors, and activities over a period of time, usually in response to prompts or questions from the researcher1. A diary study is suitable for Cloud Kicks (CK) to conduct discovery phase research to understand more about the customers’ purchasing habits, as it will allow them to remotely observe customers’ buying patterns over the course of a 2-month period. A diary study will also provide rich and contextual data on the customers’ needs, preferences, motivations, and pain points, as well as the factors that influence their purchasing decisions1. References: Salesforce User Experience Designer Exam Guide, Diary Studies: How to Conduct from Start-to-Finish

According to the Web Content Accessibility Guidelines (WCAG) 2.1, the minimum color contrast ratio for normal text is 4.5:11. This means that the difference in brightness (luminance) between the text color and the background color should be at least 4.5 times. This ensures that the text is readable by people with moderately low vision, color deficiencies, or contrast sensitivity1. The contrast ratio can be calculated using the formula:

L2​+0.05L1​+0.05​

where L1​ is the relative luminance of the lighter color and L2​ is the relative luminance of the darker color2. The relative luminance is a value between 0 and 1, where 0 is black and 1 is white2. The contrast ratio can range from 1:1 (white on white) to 21:1 (black on white)2.

The contrast ratio requirement for normal text is lower for larger text or bold text, as they are easier to read at lower contrast. For large text (18 point or 14 point bold), the minimum contrast ratio is 3:11. For graphics and user interface components, such as form input borders, the minimum contrast ratio is also 3:13. For level AAA conformance, the minimum contrast ratio for normal text is 7:1 and for large text is 4.5:11.

To evaluate the color contrast ratio of a site, there are various tools available, such as the Contrast Checker or the Contrast Ratio tool. These tools allow users to enter the text color and the background color and see the contrast ratio and whether it meets the WCAG guidelines. They also provide suggestions for improving the contrast ratio if needed.

References:

• Understanding Success Criterion 1.4.3: Contrast (Minimum)
• Contrast Ratio - WCAG Color Contrast Checker
• WebAIM: Contrast Checker
• WCAG: Accessible colour and contrast ratios
• Contrast ratio - WCAG WG

The usability of accordion elements in a mobile environment could be improved by expanding the first section by default. This is because it can provide the user with a clear indication of what kind of content is hidden in the accordion, and encourage them to explore the rest of the sections1. Expanding the first section by default can also reduce the user’s cognitive load, as they do not have to make a decision on which section to open first2. Moreover, expanding the first section by default can improve the accessibility of the accordion, as it can help screen reader users to understand the structure and purpose of the widget3.

Using the Back browser button to collapse content is not a good option, as it can confuse the user and break the expected browser behavior. The Back button is meant to navigate to the previous page, not to collapse an accordion section4. Using the Back button to collapse content can also create navigation issues, as the user might lose their current page or state4.

Moving an expanded section to the top of the screen is also not a good option, as it can disrupt the user’s spatial memory and orientation. Moving an expanded section to the top of the screen can change the order and position of the accordion sections, which can make it harder for the user to find and access the section they want5. It can also create a jarring and inconsistent user experience, as the user might not expect the content to move around the screen5.

References:

• How to design the perfect accordion
• Accordions: Design guidelines
• Accessible Accordion - examples and best practices | Aditus
• Don’t Use The Back Button To Modify Data
• Usability of a mobile navigation consisting mostly of accordions?

To make the agent experience more efficient when handling cases submitted from their web form, two possible ways are to use Salesforce Flow and to complete relevant information about the customer using Lightning Record Pages. Salesforce Flow is a tool that allows the designer to automate business processes by creating guided, visual workflows. Flows can help agents to complete fields required for case closure by providing them with screens, logic, and actions that guide them through the process. Lightning Record Pages are customizable layouts that display information about a specific record, such as a case or a customer. Record pages can help agents to access and update relevant information about the customer using components, tabs, and related lists. Record pages can also be personalized for different profiles, roles, and app contexts. References: : Flow Builder | Salesforce Help : UX Designer Certification Prep: Designing with Flow Builder | Trailhead : Lightning Record Pages | Salesforce Help : UX Designer Certification Prep: Designing with Lightning Record Pages | Trailhead

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. References: Introduction to the Salesforce Lightning Design System

 The best option for improving the user experience of looking for and viewing commonly used reports is to update the Home page with access to commonly used reports. This way, the user can quickly access the reports they need without having to use the global search bar every time. This also follows the principle of designing for the user’s goals and tasks, which is one of the learning objectives for the Salesforce User Experience Designer certification. References: [Design for the User’s Goals and Tasks], [Change or Add Report Chart and Dashboard Components to Home Page]

https://trailhead.salesforce.com/en/content/learn/modules/ux-designer-certification-prep/design-for-the-users-goals-and-tasks :  1

Salesforce's Learning Paths functionality is designed to personalize the learning experience within the Salesforce environment by guiding users through curated content relevant to their role and learning objectives. For employees, especially as part of an onboarding process, the following feature could be particularly useful:

• Trailhead modules: Trailhead is Salesforce's online learning platform that offers modules covering a wide range of topics related to Salesforce products, best practices, and general business skills. Assigning Trailhead modules through Learning Paths allows for structured and guided learning tailored to the employee's specific needs and roles, making it an ideal choice for onboarding.

While hands-on challenges (option B) and Superbadges (option C) are also part of the Trailhead ecosystem and valuable for learning, they are more suited for testing and validating skills after completing foundational modules, rather than as initial assigned learning content in an onboarding process.

References:Salesforce Trailhead provides extensive resources and guides on how to use Trailhead for learning and development, including setting up Learning Paths for employees. The Trailhead website offers detailed information on modules, hands-on challenges, and Superbadges, which can be leveraged to create a comprehensive onboarding experience.

The tool to install that the UX Designer needs is the Sketch plugin. This plugin allows the designer to quickly mock up Salesforce user interface experiences using a collection of prebuilt components, such as base components, tokens, design patterns, and more. The plugin also provides access to the Salesforce Lightning resources for their design and prototype, such as icons, fonts, colors, and images. The plugin is compatible with Sketch, a popular design tool for creating user interfaces.

References:

• : Salesforce Lightning Design System
• : Sketch Plugin

 A responsive user interface is a type of user interface that adapts to different screen sizes, resolutions, orientations, and devices, such as desktops, laptops, tablets, and smartphones. It uses flexible layouts, grids, images, and media queries to optimize the user experience and ensure usability, accessibility, and performance across different devices. A responsive user interface can help Cloud Kicks create a site for its customers to manage events regardless of the device they are using, as it can provide a consistent and seamless experience that meets the user needs and expectations. A responsive user interface can also reduce the development and maintenance costs and efforts, as it can use the same code base and content for different devices, rather than creating separate versions for each device. References:

• : User Experience Designer Certification Prep: Module 5: Design User Interfaces
• : User Experience Designer Certification Prep: Module 7: Implement User Interfaces
• : What is Responsive Web Design?

To create a site for its customers to manage events regardless of the device they are using, Cloud Kicks should use the best practice of creating a responsive user interface. A responsive user interface is one that adapts to the screen size and orientation of the device, providing an optimal viewing and interaction experience for the user. A responsive user interface can use the same code base and content for different devices, reducing the development and maintenance costs and ensuring consistency and accessibility. A responsive user interface can also leverage the features and capabilities of the device, such as touch, gestures, camera, etc., to enhance the user experience.

References:

• : Responsive User Interface

 Styling hooks are CSS custom properties that allow developers to customize the appearance of base and custom components in a consistent and supported way. They work with web components and shadow DOM, which provide encapsulation and modularity for LWC. Styling hooks use the --slds namespace and follow a naming convention that reflects the component, category, property, attribute, and state of the element being styled. For example, --slds-c-button-brand-color-background-hover is a styling hook for the button component, brand category, color background property, and hover state. Styling hooks can be declared in the CSS file of the LWC or in a global CSS file that affects all components on the page. Styling hooks are not standard CSS properties, but custom ones that are defined by SLDS and applied to the components using the var() function. References:

• Styling Hooks - Lightning Design System
• SLDS Styling Hooks | Lightning Web Components Developer Guide | Salesforce Developers
• –dxp Styling Hooks | LWR Sites for Experience Cloud | Salesforce Developers

The Salesforce Lightning Design System (SLDS) styling hooks use standard CSS properties to easily style base and custom components. Salesforce documentation states that “SLDS styling hooks are CSS classes that give you access to the same styling used in the Salesforce Lightning Design System. They make it easy to style base and custom components with the same look and feel” [1].

[1] https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.use_slds_styling_hooks

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. References:

• Cross-Functional Flowchart
• Create a Cross-Functional Flowchart

Compact display density is a global user interface setting that allows users to view more content on every screen by reducing the amount of space between page elements and aligning the field labels to the left of the fields. Compact display density is suitable for text information-rich Salesforce orgs, such as Cloud Kicks, that want to maximize the use of limited screen space on laptops. Compact display density can be set as the default for the org by the system admins, or chosen by individual users from their profile menu1.

Comfy display density is another global user interface setting that provides a spacious view with labels on the top of fields and more space between page elements. Comfy display density is suitable for orgs that want to emphasize readability and clarity, or that have more complex or interactive fields. Comfy display density is not the best option for Cloud Kicks, as it would reduce the amount of content that can be displayed on each screen1.

Enable collapsible sections is a feature that allows users to collapse or expand sections on a record page layout. Collapsible sections can help users focus on the most relevant information and reduce scrolling. However, collapsible sections are not a global user interface setting, but a page layout option that can be configured by the admins. Collapsible sections can be used in combination with either comfy or compact display density, but they do not affect the alignment of the field labels or the spacing between the page elements2.

References: 1: Personalize Lightning Experience Display 2: Collapsible Sections in Lightning Experience Record Pages

Dynamic Actions are a feature that allows the UX Designer to customize the actions that appear on the Highlights panel of a Lightning record page based on criteria such as record status, user profile, or field value. This way, the UX Designer can declutter the Highlights panel and show only the relevant actions for each record. Dynamic Actions can be configured in the Lightning App Builder instead of the page layout editor, which gives more flexibility and control to the UX Designer. References:

• Salesforce Dynamic Actions – Overview & Deep Dive Tutorial
• Create Dynamic Actions in Lightning App Builder - Salesforce
• Add Visibility Rules for Dynamic Pages - Trailhead

 The two UX design principles that are key to creating excellent mobile user experiences are:

• Consistency across device experiences. This means that the design of a mobile app or website should match the design of the desktop version, as well as other platforms and devices. Consistency helps users to recognize and trust the brand, as well as to navigate and use the product more easily. Consistency also reduces the cognitive load and confusion for users who switch between different devices12
• Prioritization of content and UI elements on the screen. This means that the design of a mobile app or website should focus on the most important and relevant information and actions for the user, and eliminate or minimize the unnecessary or secondary ones. Prioritization helps users to achieve their goals faster and more efficiently, as well as to avoid distractions and clutter. Prioritization also improves the readability and usability of the product on smaller screens34

References: [Mobile UX Design: The Comprehensive Guide — updated 2023], [Mobile UX design principles and best practices], [Mobile UX Design: The Ultimate Guide 2023 - Bluespace], [Mobile UX Design: Key Principles. by Nick Babich - UX Planet]

https://uxcam.com/blog/mobile-ux/ https://uxplanet.org/mobile-ux-design-key-principles-dee1a632f9e6

The Web Content Accessibility Guidelines (WCAG) are a set of standards that aim to make web content more accessible to people with disabilities. The WCAG are organized by four principles, which state that content must be:

• Perceivable: Users must be able to perceive the information and user interface components in ways they can sense, such as through sight, hearing, or touch.
• Operable: Users must be able to interact with the user interface components and navigate the content using various input methods, such as keyboard, mouse, voice, or gesture.
• Understandable: Users must be able to comprehend the information and the operation of the user interface, which means that the content must be clear, consistent, and predictable.
• Robust: Users must be able to access the content using a wide range of technologies, including different browsers, devices, and assistive tools, which means that the content must be compatible with current and future web standards. References: WCAG 2 Overview, Understanding the Web Content Accessibility Guidelines

According to the SLDS documentation, icons require a containing element with the class slds-icon_container for accessibility support. If the icon is used without a visible, descriptive label, a title attribute is needed on the containing element. The title should describe the icon. For example:

The title attribute provides a tooltip for the icon when the user hovers over it, and it also helps screen readers to announce the icon’s meaning. The other attributes (href, class, and for) do not provide this functionality.

References: Icons - Lightning Design System

A usability testing report is a document that summarizes the findings and insights from a usability test, which is a method of evaluating a product or service by observing how real users interact with it. A usability testing report should provide clear and actionable recommendations for improving the user experience and usability of the product or service1. One of the best practices for presenting the findings of a usability testing report is to be specific about the issues testers encountered. This means describing the problems in detail, explaining how they affected the user’s performance and satisfaction, and providing evidence from the data collected, such as quotes, screenshots, videos, or metrics. Being specific about the issues helps to illustrate the severity and impact of the problems, as well as to justify the need for improvement2.

The other two options, reporting only the new issues and omitting already known bugs, and including the names of participants in the report, are not good practices for presenting the findings of a usability testing report. Reporting only the new issues and omitting already known bugs can create a biased and incomplete picture of the usability test results, as it can overlook the recurring and persistent problems that may still affect the user experience and usability of the product or service. Including the names of participants in the report can violate the ethical and legal principles of user research, such as confidentiality, anonymity, and informed consent, which require protecting the privacy and identity of the users who participate in the research3.

References: How to Write a Usability Testing Report (With Templates and Examples) - Xtensio, How to Report Usability Test Results for Maximum Impact | Maze, Ethical Considerations in User Research and Testing | Interaction Design Foundation (IxDF)

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. References:

• [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