Salesforce Certified Platform Strategy Designer Exam Study Guide

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Salesforce Certified Platform Strategy Designer Preparation Details

The Salesforce Certified Platform Strategy Designer exam validates your ability to align business objectives with user needs through design thinking and stakeholder collaboration. This guide maps every exam objective to focused Trailhead modules and official Salesforce resources for structured study. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.

Salesforce Certified Platform Strategy Designer Materials

CourseraSalesforce Admin & App Builder Certification Prep
UdemySalesforce Platform Strategy Designer Exam Prep

Value Design: 32%

Given a customer scenario, create an effective challenge statement that pairs a business objective with a user problem, to frame the altitude and scope of a design project.

Effective Challenge Framing & Scoping Practices

Create Effective How Might We Statements

Value Design Certification Preparation

Based on the challenge statement created, identify the metrics and signals that will define success.

Define Success

Creating a V2MOM for Innovation Projects

Creating Your Own V2MOM for Success

Given a customer scenario, evaluate how the internal dynamics of the organization might impact your recommendation on the right approach to solving the challenge statement.

Effective Organizational Change Management

Learn the LEVERS of Change

Assemble a Diverse Project Team

Given a scenario, explain how key external context for innovation might influence or impact the organization’s strategy.

Innovation for Success

Build and Lead Your Team

Innovation Customer Discovery

Defend the rationale for strategic directions, including how they satisfy business and user needs, and future implications.

Innovation Solution

Innovation Project Definition

Given a customer scenario, advocate for ethics and values on behalf of both users and the organization.

Define Ethics By Design

Incorporate Ethics by Design Concepts

Meet the Office of Ethical and Humane Use of Technology

Tools and Artifacts: 23%

Given a business need, connect user needs to high-level Salesforce capabilities.

Get to Know Customer 360

Salesforce Well-Architected Framework

Explore Product Management

Given a customer scenario, determine the criteria for feasibility, desirability, and viability within a user experience.

Design Thinking Principles & Process

Study Up on Tools and Artifacts

Given a customer scenario, identify the best methods of co-creation to employ with customers and stakeholders.

Explore Strategy Design Research Methods

Understand the Role of Research in Strategy Design

Craft Compelling Presentations

Intangible Deliverables: 26%

Given a scenario, craft a strategy to create alignment.

Achieve Organizational Alignment with V2MOM

Effective Team Management with V2MOM Framework

Organizational Alignment (V2MOM)

Given evolving internal dynamics, identify the key relationships needed to solve the challenge statement.

Improve UX with Stakeholder Mapping

Enhancing UX with Relationship Design

Get to Know Relationship Design

Given an audience description, identify the best presentation techniques for communicating a vision.

Effective Executive Presentation Techniques

Creating a Strategic Vision for Design Projects

Boost Presentation Skills with Storytelling

Given a scenario, utilize the tools for productive cross-discipline collaboration.

Enhance Business with Cross-Disciplinary Teams

Explore Intangible Deliverables

Leveraging Adjacent Roles/Skills: 19%

Given an aligned vision, create a roadmap for implementation that is feasible and holds true to the vision in every iteration.

Product Roadmap Strategy

Product Roadmapping & Marketing Strategy

Given a scenario, determine the technical and business capabilities that underpin the delivery of vision to solution.

Build Well-Architected Solutions

Make Solutions Easy

Make Solutions Adaptable

Given a scenario of disparate business and technical deliverables within a design/build team, facilitate productive collaboration.

Optimizing Governance Frameworks

Cross-Disciplinary Collaboration

Given a scenario, determine the knowledge and skill infusions needed in the creation of a vision.

Leverage Adjacent Roles and Skills

Innovate the Salesforce Way

Wrapping Up Salesforce Certified Platform Strategy Designer

This guide has walked through every objective in the Salesforce Certified Platform Strategy Designer exam, from framing a challenge statement through building alignment and a workable roadmap. Bookmark the linked Trailhead modules and revisit them as you gain real project experience. With consistent study, you will be ready to earn this credential and lead stronger Salesforce strategy engagements. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.

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