Salesforce-Platform-User-Experience-Designer Practice Test Questions

207 Questions


A UX Designer is evaluating whether to perform a moderated or unmoderated usability study on their prototype solution to gain user feedback. Which reason would lead the designer to choose a moderated study?


A. Follow-up questions can be asked to obtain further information about the issues participants may encounter.


B. Sessions can be completed at any time and anywhere.


C. It is less expensive and time-consuming to conduct.





A.
  Follow-up questions can be asked to obtain further information about the issues participants may encounter.

Explanation:

✅ Correct Option: A
Follow-up questions can be asked to obtain further information about the issues participants may encounter.
A moderated study allows a facilitator to interact directly with participants, guiding them and asking clarifying or follow-up questions. This provides richer insights into user behavior, thought processes, and usability issues. Designers can adapt the session in real time based on the participant’s feedback, making it ideal when detailed qualitative data is needed.

❌ Incorrect Option: B
Sessions can be completed at any time and anywhere.
This describes unmoderated usability studies, where participants complete tasks independently without a facilitator. They offer flexibility and scalability but lack opportunities for immediate clarification. Since participants work alone, researchers miss out on probing deeper into issues or asking contextual questions. Thus, while convenient, this approach does not serve the purpose of real-time interaction like a moderated study does.

❌ Incorrect Option: C
It is less expensive and time-consuming to conduct.
This is also a feature of unmoderated studies. Because they do not require a live facilitator, they save time, scheduling effort, and cost. Multiple participants can complete sessions in parallel, speeding up the data collection process. However, this efficiency comes at the expense of depth, as researchers cannot gather detailed qualitative insights compared to moderated sessions.

📝 Summary
Moderated usability studies are best when a designer needs detailed qualitative insights and the flexibility to ask follow-up questions during the session. While unmoderated studies are cheaper, quicker, and more scalable, they cannot capture the same depth of user feedback. In this scenario, the key reason to choose moderated testing is the opportunity for richer interaction and contextual understanding of participant behavior.

📘 Reference
Salesforce UX Designer Certification Guide

Following a human-centered design process approach, Cloud Kicks is preparing a user feedback session for an app that is not performing as anticipated. In what way could confirmation bias be avoided?


A. Allow the user to explore the application without specific questions regarding which tasks to perform.


B. Ask open-ended questions staying away from questions regarding feelings.


C. Ask specific questions about known pain points to confirm your hypothesis.





B.
  Ask open-ended questions staying away from questions regarding feelings.

Explanation:

Correct Option:

✅ B. Ask open-ended questions staying away from questions regarding feelings:
Asking open-ended questions encourages users to share unbiased feedback without being steered toward preconceived notions. Avoiding questions about feelings minimizes subjective responses that could skew results. This approach aligns with human-centered design principles, ensuring feedback reflects genuine user experiences rather than confirming the designer's assumptions. It fosters objective insights, reducing the risk of confirmation bias during the session.

Incorrect Options:

❌ A. Allow the user to explore the application without specific questions regarding which tasks to perform:
While allowing free exploration can yield organic feedback, it lacks structure and may miss critical insights about specific app functionalities. Without guided questions, users might not address key areas of concern, making it difficult to gather actionable data. This approach risks overlooking pain points and does not effectively mitigate confirmation bias.

❌ C. Ask specific questions about known pain points to confirm your hypothesis:
Asking targeted questions about known issues directly contributes to confirmation bias by prompting users to validate preconceived assumptions. This approach limits the scope of feedback, potentially ignoring other critical issues. It contradicts human-centered design by prioritizing the designer's hypothesis over the user's authentic experience.

Summary:
Cloud Kicks aims to gather unbiased user feedback for an underperforming app. Confirmation bias can distort insights by favoring preconceived notions. Using open-ended questions, as in option B, ensures users provide objective feedback without influence, aligning with human-centered design. Structured yet neutral questioning helps identify genuine user issues, improving the app's performance effectively.

Reference:
➡️ Salesforce Trailhead: Human-Centered Design Basics

Cloud Kicks (CK) is going to launch a new Salesforce process for itsCustomer Service team. After Launch, CK wants to ensure the process is working well for its customer service representatives. Which three Salesforce tools should be used to track and measure the adoption of the new process? Choose 3 answers


A. User Engagement Dashboard and Report


B. Custom Permission Sets


C. Salesforce Surveys for user Satisfaction


D. Visualforce App


E. Chatter polls





A.
  User Engagement Dashboard and Report

C.
  Salesforce Surveys for user Satisfaction

E.
  Chatter polls

Explanation:

Correct Options:

✅ A. User Engagement Dashboard and Report:
The User Engagement Dashboard provides metrics on user activity, such as login frequency and feature usage, enabling Cloud Kicks to track adoption rates. Reports offer detailed insights into how customer service representatives interact with the new process, identifying areas of success or improvement. This tool is essential for measuring process adoption effectively.

✅ C. Salesforce Surveys for user Satisfaction:
Salesforce Surveys collect direct feedback from customer service representatives about their experience with the new process. Measuring user satisfaction helps assess adoption by identifying pain points and areas of success. Surveys provide qualitative data, complementing quantitative metrics, to ensure the process meets user needs effectively.

✅ E. Chatter polls:
Chatter polls enable quick, informal feedback from the team on the new process. They facilitate real-time engagement, allowing Cloud Kicks to gauge user sentiment and adoption trends. Polls are user-friendly and encourage participation, providing insights into how representatives perceive and adopt the process.

Incorrect Options:

❌ B. Custom Permission Sets:
Custom Permission Sets control access to features and data but do not provide metrics or feedback on user adoption. They are useful for configuring permissions but lack functionality to track how users engage with or perceive the new process, making them irrelevant for this purpose.

❌ D. Visualforce App:
Visualforce Apps are used to create custom user interfaces, not to measure adoption or user engagement. They lack built-in analytics or feedback mechanisms to track how customer service representatives use the new process, making them unsuitable for this scenario.

Summary:
Cloud Kicks needs to monitor the adoption of a new Salesforce process for its Customer Service team. Tools like User Engagement Dashboards, Salesforce Surveys, and Chatter polls provide quantitative and qualitative insights into user activity and satisfaction. These tools ensure comprehensive tracking, helping CK refine the process for better adoption. (54 words)

Reference:
Salesforce Help: Analytics for Account Engagement
Salesforce Help: Salesforce Surveys
Salesforce Help: Chatter Overview

A UX Designer has been asked to improve Salesforce adoption among salesrepresentatives at Cloud Kicks. After conducting stakeholder and user interviews, the designer finds there is no clear, consistent sales process. What should the designer do next?


A. Tell the customer they need to improve operations before any work can be done.


B. Log the findings and move forward with presenting possible solutions.


C. Recommend Field Level Validation to ensure users are entering the correct data.


D. Conduct a workshop with stakeholders to align on the current state and build consensus.





D.
  Conduct a workshop with stakeholders to align on the current state and build consensus.

Explanation:

Correct Option:

✅ D. Conduct a workshop with stakeholders to align on the current state and build consensus:
Conducting a workshop fosters collaboration among stakeholders to define a consistent sales process. This aligns with human-centered design by involving users and stakeholders in co-creating solutions. It ensures clarity on the current state, builds consensus, and sets a foundation for designing effective Salesforce improvements, enhancing adoption. (54 words)

Incorrect Options:

❌ A. Tell the customer they need to improve operations before any work can be done:
This approach dismisses the designer's role in facilitating solutions and risks alienating stakeholders. Human-centered design emphasizes collaboration, not ultimatums. Without addressing the lack of process through engagement, adoption issues persist, and no actionable progress is made.

❌ B. Log the findings and move forward with presenting possible solutions:
Moving directly to solutions without stakeholder alignment risks proposing irrelevant or unaccepted changes. Human-centered design requires consensus on the problem before solving it. Skipping this step may lead to solutions that do not address the core issue of an inconsistent process.

❌ C. Recommend Field Level Validation to ensure users are entering the correct data:
Field Level Validation addresses data entry accuracy but does not solve the root issue of an inconsistent sales process. It is a technical solution that fails to address process alignment, making it ineffective for improving overall Salesforce adoption in this context.

Summary:
The UX Designer identifies an inconsistent sales process as a barrier to Salesforce adoption at Cloud Kicks. Conducting a stakeholder workshop, as in option D, aligns with human-centered design by fostering collaboration and consensus. This step ensures a clear, unified process is defined, paving the way for effective solutions. (54 words)

Reference:
Salesforce Trailhead: Human-Centered Design Basics

A UX Designer is customizing the look and feel of a site using Experience Builder and needs to choose a color for the text and the background of the buttons. Which accessibility guideline should be considered?


A. Adaptable


B. Distinguishable


C. Navigable





B.
  Distinguishable

Explanation:

✅ Correct Option: B
The Distinguishable guideline (WCAG 1.4) requires that users must be able to see and hear content, including separating foreground from background. This directly addresses the need for sufficient color contrast between text and its background to ensure readability for users with visual impairments like color blindness or low vision.

❌ Incorrect Option: A
The Adaptable guideline (WCAG 1.3) focuses on creating content that can be presented in different ways without losing information, such as through a screen reader. It does not specifically govern the perceptual clarity of visual elements like color contrast.

❌ Incorrect Option: C
The Navigable guideline (WCAG 2.4) provides ways to help users navigate, find content, and determine where they are. It covers features like bypass blocks, page titles, and focus order, but not the visual presentation of color and contrast.

Summary:
This scenario involves a visual design decision (color choice) critical for readability. The core accessibility concern is ensuring users can distinguish text from its background, which is the explicit purpose of the Distinguishable success criteria under WCAG.

Reference:
Guideline 1.4 – Distinguishable

Cloud Kicks wants to prevent its sales agents from being able to save a new account unless they have entered the phone number in the correct format and with the correct number of digits. A validation rule would then prevent the new account from saving. Which method should be used to improve the user experience in the simplest way while preventing errors?


A. Set a prompt to display on the page using In-App Guidance.


B. Set field-level error message to display on the page.


C. Mark the field as Required.





B.
  Set field-level error message to display on the page.

Explanation:

✅ Correct Option: B
A field-level error message provides immediate, contextual feedback when a validation rule fails. It is the simplest and most user-friendly method as it clearly identifies the erroneous field and explains the exact format requirement right where the error occurs, preventing save attempts and guiding correction efficiently.

❌ Incorrect Option: A
In-App Guidance is a proactive tool for prompting or training users on how to use a feature. It is not designed for reactive validation of specific data formats and cannot prevent a record from being saved, making it an ineffective solution for this requirement.

❌ Incorrect Option: C
Marking the field as required only ensures it is not blank. It does not validate the format or number of digits of the phone number, allowing incorrectly formatted data to be saved, which fails to meet the specific business rule.

Summary:
The goal is to enforce a specific data format and provide a simple, error-preventing user experience. A validation rule with a field-level error message is the standard, targeted solution for validating input format and providing instant feedback upon failure.

Reference:
Salesforce Help: Define Validation Rules

Cloud Kicks wants to create an external facing site where users can:

* Manage and submit cases via the web.
* Browse and search Knowledge Base articles.
* Contact Support via lice chat.

Which cloud should be used to design an appropriate solution for CK’s users?


A. Experience Cloud


B. Sales Cloud


C. Marketing Cloud


D. Service Cloud





A.
  Experience Cloud

Explanation:

✅ Correct Option: A
Experience Cloud is the platform for building branded digital experiences like customer and partner portals. It provides the tools to create the external site with the required features: case management, Knowledge integration, and embedding live chat, all within a single, customizable experience.

❌ Incorrect Option: B
Sales Cloud is a CRM application focused on the internal sales process (e.g., leads, opportunities, accounts). It is not designed for building external-facing customer support sites, though it can share data with an Experience Cloud site.

❌ Incorrect Option: C
Marketing Cloud is a digital marketing platform for email, social media, advertising, and journey automation. It is not designed for building interactive support sites with case management and knowledge base functionalities.

❌ Incorrect Option: D
Service Cloud is the application that powers the backend support operations (e.g., case routing, omni-channel routing, Knowledge Base). While it provides the data and logic, the external-facing site itself must be built and delivered to customers via Experience Cloud.

Summary:
The requirement is to build an external website with specific self-service and support features. Experience Cloud is the delivery platform for such sites, leveraging data and functionality from Service Cloud (which provides the Knowledge and Case objects) to create the user experience.

Service agents are complaining that the new custom object to track reservation has too many fields and is duttering their layouts. All of the fields are necessary, but they would like to display fields and sections of the record as individual components on the page layout with visibility depending on where they are in the reservation process. Which feature should be recommended?


A. AppExchange Apps


B. Dynamic Forms


C. Process Builder


D. In-App Prompts





B.
  Dynamic Forms

Explanation:

Correct Option: B. Dynamic Forms
Dynamic Forms is the ideal solution for this scenario as it allows a user experience designer to break down a single large record detail page into multiple sections and components. This feature provides the flexibility to place fields and sections as individual components on the Lightning record page. It also enables the configuration of visibility rules for these components, ensuring that agents see only the relevant fields at each stage of the reservation process, thus reducing clutter and improving efficiency.

Incorrect Option: A. AppExchange Apps
AppExchange Apps are pre-built solutions from the Salesforce ecosystem. While they might offer a solution, they are not the native, declarative tool for this specific problem of managing and customizing the visibility of fields on a standard or custom object's page layout. This would require the development and implementation of a new application, which is an unnecessary and complex approach when a native Salesforce feature is available.

Incorrect Option: C. Process Builder
Process Builder is an automation tool used to automate business processes, such as creating records, updating fields, or sending emails. It is not a user interface customization tool. While it can update fields or trigger actions based on the reservation process stage, it cannot dynamically control the visibility of fields on a record page to reduce clutter for the user. Its function is to automate back-end logic, not to improve the front-end user experience in this way.

Incorrect Option: D. In-App Prompts
In-App Prompts are notifications that can guide users through a process or highlight a new feature. They are used for user adoption and guidance, not for restructuring the layout of a record page. While they can be used to direct users' attention, they cannot hide or show fields and sections on a page based on a record's state, making them unsuitable for addressing the problem of a cluttered layout.

Summary:
The scenario describes service agents struggling with a cluttered record page due to a high number of fields on a new custom object. The key requirement is to display fields and sections dynamically based on the stage of the reservation process to reduce visual clutter and improve the user experience. The core issue is the need for a flexible and intelligent page layout that adapts to the user's workflow.

Reference:
Dynamic Forms: Salesforce Help Documentation

The service team at Cloud Kicks has complained about the quantity of list views available, ,making it hard find the relevant ones. In which two ways should their experience be improved? Choose 2 answers


A. Request users to create and share their list views.


B. Share list views to Public Groups and only add relevant users.


C. Remove irrelevant public list views.


D. Recommend using related lists instead of list views.





B.
  Share list views to Public Groups and only add relevant users.

C.
  Remove irrelevant public list views.

Explanation:

Correct Option: B. Share list views to Public Groups and only add relevant users.
Sharing list views to Public Groups and adding only relevant users is an effective way to improve the user experience. By sharing list views with specific, smaller groups instead of making them visible to all users, the overall number of list views a single user sees is reduced. This targeted sharing approach helps users quickly find the list views pertinent to their roles and tasks, thus decluttering their interface and enhancing productivity.

Correct Option: C. Remove irrelevant public list views.
Removing irrelevant public list views is a direct and impactful solution. Public list views that are no longer in use, are duplicates, or are not relevant to the majority of users contribute to the clutter. Deleting these unnecessary views reduces the total number of options available to users, making it easier for them to locate the list views they actually need. This action requires administrative permissions and a good understanding of which views are no longer serving a purpose.

Incorrect Option: A. Request users to create and share their list views.
Requesting users to create and share their list views can potentially exacerbate the problem. If users are encouraged to create more list views, it could lead to an even greater proliferation of views, further increasing the clutter. This approach doesn't address the root cause of too many available list views and could make the situation worse if not properly managed with guidelines and best practices.

Incorrect Option: D. Recommend using related lists instead of list views.
Recommending using related lists instead of list views is not a suitable solution. Related lists show records related to the current record being viewed, while list views show a collection of records of the same object. They serve entirely different purposes. A related list cannot replace the functionality of a list view, which is to provide a filtered and sortable list of records for a user to work with.

Summary:
The service team is overwhelmed by the sheer number of available list views, which makes it difficult to find the necessary ones. The problem is one of information overload and poor organization. The goal is to reduce the number of list views a user sees, making the interface cleaner and more efficient. The solutions should focus on managing and controlling the visibility and existence of list views to improve the user's navigational experience.

Reference:
Manage List Views: Salesforce Help Documentation

An organization must be digitally accessible to enable social opportunity. What are three core principles of Web Content Accessibility Guidelines (WCAG)? Choose 3 answers


A. Delightful


B. Robust


C. Abundant


D. Operable


E. Understandable





B.
  Robust

D.
  Operable

E.
  Understandable

Explanation:

🟢 Correct Option: B. Robust
Robust refers to the principle that content must be robust enough to be interpreted reliably by a wide variety of user agents, including assistive technologies. This means that as technologies and user agents evolve, the content should remain accessible. This principle ensures that users with disabilities can access and interact with the content effectively, regardless of the technology they are using to access it.

🟢 Correct Option: D. Operable
Operable means that user interface components and navigation must be operable. This includes making sure that all functionality is available from a keyboard, giving users enough time to read and use the content, and avoiding causing seizures. This principle is focused on ensuring that all users, especially those with motor or cognitive disabilities, can effectively navigate and use the website or application.

🟢 Correct Option: E. Understandable
Understandable means that information and the operation of the user interface must be understandable. This includes making the text readable and understandable, making web pages appear and operate in predictable ways, and helping users avoid and correct mistakes. This principle ensures that the content and functionality are clear and intuitive for all users, including those with cognitive or learning disabilities.

🔴 Incorrect Option: A. Delightful
Delightful is not one of the core principles of WCAG. While creating a delightful user experience is a goal for any designer, it is a subjective quality and not a fundamental requirement for accessibility as defined by the WCAG. The WCAG principles focus on the technical and functional aspects of accessibility to ensure that content is usable by people with disabilities.

🔴 Incorrect Option: C. Abundant
Abundant is not a core principle of WCAG. This term is not a part of the foundational guidelines. WCAG focuses on the quality of accessibility, not the quantity or abundance of the content itself. The principles are about making sure the existing content is accessible, not about how much content is provided.

➡️ Summary:
The question asks for the three core principles of the Web Content Accessibility Guidelines (WCAG). These principles are the foundation for making web content accessible to people with disabilities. They provide a framework for creating websites and applications that are perceivable, operable, understandable, and robust. These guidelines are the international standard for digital accessibility.

Reference:
WCAG Principles: Web Content Accessibility Guidelines (WCAG) 2.1

A UX Designer at Cloud Kicks has the requirements and some user scenarios but wants to test how a new feature will be received by the user. What should the designer create and show to the user to test the content and structure of the new feature?


A. Wireframe Prototype


B. Heuristic Review


C. Dairy Study


D. Task Analysis





A.
  Wireframe Prototype

Explanation:

✅ Correct Option: A. Wireframe Prototype
A wireframe prototype is the right choice when testing the content and structure of a new feature before full development. It allows the designer to present a simplified visual guide to users, focusing on layout, navigation, and information hierarchy. Users can interact with the prototype, and their reactions help the designer evaluate whether the feature is intuitive and aligned with their expectations.

❌ Incorrect Option: B. Heuristic Review
A heuristic review is an expert-based evaluation of usability using established design principles. It does not directly involve users and therefore does not test how a new feature is received. Instead, it highlights potential usability issues from the perspective of specialists. While valuable, it does not provide direct user feedback on structure and content like wireframing does.

❌ Incorrect Option: C. Diary Study
A diary study involves users documenting their experiences over time, often in natural settings. It helps understand long-term behaviors, needs, or pain points, but it is not practical for quickly testing a new feature’s structure or content. Since the goal is immediate evaluation of user reaction, a diary study would not be suitable.

❌ Incorrect Option: D. Task Analysis
Task analysis is used to break down how users perform tasks, focusing on steps, decisions, and processes. It is excellent for understanding workflows but does not test a specific feature’s structure. While it informs design, it is not the right tool for evaluating user response to a prototype.

📝 Summary
When the goal is to test content and structure of a new feature, a wireframe prototype is the best option. It provides users with an interactive representation of the product without requiring full development, enabling feedback on layout, flow, and usability. Other methods like heuristic reviews, diary studies, and task analysis are useful in broader contexts but do not directly address this testing need.

📘 Reference
Salesforce UX Designer Exam Guide

A branding and marketing team wants to customize the theme in the externalcustomer support site to match the style guide requirements? What should be the recommended next step?


A. Create a custom-scoped CSS style sheet.


B. Configure the Experience Builder Theme panel.


C. Override conflicting Salesforce Lightning Design System (SLDS) styles.


D. Link a company style sheet.





B.
  Configure the Experience Builder Theme panel.

Explanation:

✅ Correct Option: B. Configure the Experience Builder Theme panel
The Experience Builder Theme panel in Salesforce allows admins and designers to adjust branding, colors, typography, and layout to match a company’s style guide. It is the recommended and supported approach for customizing customer-facing sites, ensuring consistency with corporate branding while maintaining compatibility with Salesforce’s framework.

❌ Incorrect Option: A. Create a custom-scoped CSS style sheet
Although CSS can control visual presentation, creating a custom-scoped CSS file is not the best practice in Salesforce Experience Cloud. It may lead to inconsistencies or conflicts with Salesforce updates, reducing long-term maintainability. The Theme panel offers a safer and more standardized way to achieve the same goal.

❌ Incorrect Option: C. Override conflicting Salesforce Lightning Design System (SLDS) styles
Overriding SLDS styles is discouraged because it can cause alignment issues and break Salesforce’s responsive framework. SLDS is designed to ensure consistency across Salesforce applications, and overriding it would require extra maintenance and could create user experience problems in the future.

❌ Incorrect Option: D. Link a company style sheet
Directly linking a company-wide style sheet is not recommended in Experience Cloud because it may not integrate well with the Salesforce framework. External styles can conflict with SLDS, leading to inconsistent layouts or unexpected design behaviors. Using the built-in Theme panel ensures compatibility and easier maintenance.

📝 Summary
The best way to match an external support site with a company’s style guide is through the Experience Builder Theme panel. This feature provides structured customization for branding while ensuring alignment with Salesforce design standards. Other approaches, like custom CSS or overriding SLDS, introduce risks and maintenance challenges.

📘 Reference
Experience Cloud Site Branding and Theming


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