Salesforce Designer – User Experience (UX) Designer Training

Course Key Learnings

• Analysis of business and design requirements
• Facilitation of design strategy based on the scope of user and content
• Salesforce personas and which processes they use
• Key design systems and principles
• Mobile UX design
• Incorporation of human-centered design into customer solutions
• Guidelines and UX design strategy for accessibility and inclusion
• Declarative features of Salesforce and how they can impact user experience
• Application of branding and styling to impact user adoption and experience
• Planning and facilitation of testing and validation related to the goals of design
• Change management design
• Out-of-the-box Salesforce Lightning Design System (SLDS) solutions versus customization
• Utilization of SLDS to create new and customized component functionality

Course Outline

Discovery: 13%

• Provided with a set of business requirements, determine which research methodology and tools should be used to design a solution.
• Given a scenario, demonstrate how to gather requirements and plan strategy given current user experiences.
• Describe key Salesforce UX personas and which processes they normally do.
• Given a scenario, describe how Salesforce can add value to user experiences.

UX Fundamentals: 16%

• Given a scenario, identify which UX method should be used to define a user experience.
• Describe the impact of corporate branding and styling.
• Describe key design principles and tools that define an accessible and engaging experience.
• Describe mobile UX design fundamentals.

Human-Centered Design: 12%

• Given a scenario, determine how to incorporate human-centered design into a customer solution.
• Explain the importance of inclusive design.

Declarative Design: 27%

• Given a scenario, describe how core Salesforce objects function, how that can affect the user experience, and when to use and customize them.
• Given a scenario, describe declarative features that improve information presentation, hierarchy, and architecture in static experiences.
• Given a scenario, describe declarative features that improve user efficiency over a series of steps.
• Given a scenario, determine which global Salesforce configuration to use for optimized user flow.
• Given a scenario, determine options for users to access onboarding, support, and learning.
• Given a scenario, describe how to apply branding to a solution.

Testing: 11%

• Given a scenario, plan methods for validating and testing a design with the end user.
• Describe testing techniques needed for optimal user experiences.
• Given a scenario, evaluate and manage design changes.

Salesforce Lightning Design System (SLDS): 21%

• Describe SLDS and its purpose.
• Given a scenario, determine out-of-the-box design and configuration consistent with the look and feel of Lightning Experience.
• Given a scenario, utilize SLDS to create new and customized component functionality.