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Salesforce Exam User Experience Designer Topic 4 Question 58 Discussion

Actual exam question for Salesforce's User Experience Designer exam
Question #: 58
Topic #: 4
[All User Experience Designer Questions]

Financial advisor should be able to access a customer's record in Sales Cloud and see all potential business opportunities related to each individual customer. The bank does not have any corporate or business customers at this time.

How should a UX Designer suggest the bank represent its customers within its Salesforce instance?

Show Suggested Answer Hide Answer
Suggested Answer: B

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


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

by Glen at May 11, 2024, 12:36 AM

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Emelda
1 months ago
I heard the UX Designer is so good, they can make a customer's record in Salesforce look like a work of art. Maybe they can even throw in a few emojis to make it more 'user-friendly'.
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Azzie
1 months ago
Ah, the age-old debate: Accounts vs. Leads. I say we throw darts at the answer choices and see what sticks. Or maybe we should just ask the bank's customers to decide for us - they're the ones who have to deal with this mess, after all!
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Diane
8 days ago
B) Standard Lead Object
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Timmy
20 days ago
A) Standard Person Account Object
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Mireya
1 months ago
Hmm, this is a tricky one. I was initially thinking B. Standard Lead object, but then the question specifically mentions 'customers' and 'individual customers'. I'll go with D. Standard Account object.
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Lashunda
15 days ago
Yeah, D. Standard Account object seems like the most appropriate choice for this scenario.
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Velda
17 days ago
I agree, using the Standard Account object would be the best way to represent individual customers.
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Ciara
19 days ago
I think D. Standard Account object makes sense for representing customers.
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Basilia
2 months ago
I'm not sure about this one. The question mentions 'customers' but also talks about 'business opportunities'. I'm leaning towards B. Standard Lead object, as that seems more appropriate for capturing potential business opportunities.
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Lovetta
11 days ago
C) Standard Opportunity object.
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Tresa
19 days ago
B) Standard Lead Object
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Soledad
1 months ago
A) Standard Person Account Object
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Kayleigh
2 months ago
I think the correct answer is D. Standard Account object. Since the bank doesn't have any corporate or business customers, the individual customers should be represented using the Standard Account object.
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Carin
2 months ago
I think the Standard Account object would be the best option, as it can provide a comprehensive view of each customer's record and potential business opportunities.
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Pansy
2 months ago
I disagree, I believe the Standard Opportunity object would be more suitable for representing customers in Salesforce.
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Nilsa
3 months ago
I think a UX Designer should suggest using the Standard Person Account Object.
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