Motivation behind this
Today 22nd January 2022, I have passed Salesforce User Experience Designer Certification and fortunately reached 30x certified. I have been trying this certification from quite a long time which gives a different dimensions of learning and exploring design options in human centric ways. This concepts behind this exam is thoughtful and definitely helps to execute project discovery, design, UI development and usability testing in proper ways.
Sharing my tips to prepare and pass this certification for trailblazers.
Exam Outline
Content: 60 multiple-choice / multiple-select questions
Time allotted to complete the exam: 105 minutes
Passing score: 65%
Registration fee: USD 200 plus applicable taxes as required per local law
Delivery options: Proctored exam delivered in an online proctored environment
References: No hard-copy or online materials may be referenced during the exam
Topics
Topics | Weighting |
Discovery | 13% |
User Experience (UX) fundamentals | 16% |
Human-centered Design | 12% |
Declarative Design | 27% |
Testing | 11% |
Salesforce Lightning Design System (SLDS) | 21% |
Preparation
Trailmix: Prepare for your UX Designer Credential
Very nicely written blogs to refer:
- Salesforce Certified User Experience (UX) Designer Exam Guide - by Dinesh Yadav
- FOMO No Mo - Passing the Salesforce User Experience Designer Certification - by Vanessa Grant
- Salesforce Certified User Experience Designer Tips(SP21) - by Palash Dubey
- User Experience (UX) Designer A Must Have Certificate for all Savvy Salesforce Professionals! - by Rakesh Gupta
Be sure to practice all the questions and flashcards from the preparation trailmix.
Few Important points to cover for exam
Discovery
- UX Research Basics and Good Research Method (Behavioral, Attitudinal, Qualitative and Quantitative)
- Common methods like: Surveys, Card Sorting activities (grouping things into categories), Contextual inquiry, Usability Testing)
- Aim and Scope of study and how to formulate questions
- Gathering data in Qualitative and Quantitative ways
- Importance of Open ended questions
- Tips on conducting research
- Storytelling
- User personas and their activities
- Sales Cloud Personas like Sales Leader, Deal Closer. Pipeline Builder
- Service Cloud Personas like Case Solver, Expert Agent, Service Admin
- Marketing Cloud Personas like Marketing Manager, Strategic Leader
- Community Cloud Personas like Community End User, Community Manager, Community Admin
- Process Mapping like Capability Model, Detailed Process Map, Value Stream Map and best practices
UX Fundamentals
- App Designing and Prototyping - creating low-fidelity prototypes, wireframing (scenarios given when to use what), interactive mockups for high fidelity
- Whiteboarding and build your story, mocking up with Journey Builder and Experience Cloud
- Mobile App Branding - creating branded App and what we can change like:
- App Icon, App Name, Launch Screen, Color Scheme, Application Store, Authentication URL and Help URL
- Distribute App via Apple App Store and Google Playstore
- Lightning Experience for Salesforce Mobile App - App Launcher, Navigation Bar, Personalization of Navigation
- What are ways we can customize that can be reflected on the mobile app.
Human-centered Design
- Ways of Relationship Design -
- Difference and usefulness of User Experience Design and Service Design
- Goals: Engagement, Connection, Social Values
- How to strengthen employee relationships, community relationship
- Mindsets of Relationship design - Compassion, Courage, Intention, Reciprocity
- Web accessibility -
- Decorative vs. Informational
- Importance of color, contrast requirement (4.5:1)
- Animations and when to pause
- Given a use case identify component states of a button
- Agile Basics - given a use case of estimation on user stories
- Ethics by design - Equality and Inclusion in Salesforce Products
- Transparency and accountability
- Running Consequence scanning workshop
Declarative Design
- Optimizing Sales Process through Path and what are the things can be included like (key fields, best practices, policy reminders, links to chatter posts)
- Salesforce Adoption Strategies - given a scenario on sandbox to be identified for testing
- User Engagement -
- Onboading, Feature discovery & adoption, Troubleshooting help and Deeper Learning.
- Components which are used and how (declarative way) for Welcome Mat, Prompts, Field-Level Help, Setup Assistant
- Push vs Pull method
- In-App guidance and choosing right type of prompt, M.A.P. (Message, Audience, Purpose)
- Lightning Experience Features -
- Setting up navigations
- Use of Help menu
- Service setup flows
- Account, Opportunity, Lead, Kanban view, path
- Creating object relationship (Lookup, Master-Detail)
- Service Console and Sales Console advantages over standard one
- Knowledge publishing for different sets of users
- Einstein chat bot and given a use case of post implementations and training requirement
- Custom Themes and Branding specially for Experience Cloud
- Dynamic Forms, Screen Flows, Lightning App Builder
- Lightning Experience Customizations -
- Use of Compact Layout, Highlights Panel, List View with Filtering, Record visibility with field level security
- Global Action, Object specific actions
Testing
- Testing Web Accessibility -
- Keyboard and Focus management (tab order should be logical, focus should be visible, actionable items should received focus, interactive items can be navigated etc.)
- Innovation Ideation & Prototyping
- Handling Unconscious Bias - one scenario given in exam
Salesforce Lightning Design System (SLDS)
- Lightning Design System Basics -
- Design with Blueprints, Tokens,
- Voice vs tone
- Use of Grid, Accordion
- System design with SLDS - Macropattern vs. Micropattern
- Use of Sketch, Styling hook and its naming convention
- Basics of LWC - Documentation, Styling, Importance of Shadow DOM
That's all I can remember and thanks for reading!
