Salesforce Platform User Experience Designer Study Guide

Salesforce-Certified-Platform-User-Experience-Designer

Salesforce Certified Platform User Experience Designer Preparation Details

The Salesforce Certified Platform User Experience Designer exam tests your ability to research, design, and validate human-centered solutions on the Salesforce Platform. This guide maps every Discovery, UX Fundamentals, Human-Centered Design, Declarative Design, Testing, and SLDS objective to official documentation and Trailhead content. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.

Salesforce Certified Platform User Experience Designer Materials

CourseraMastering Salesforce Experience Cloud
UdemySalesforce Certified Platform User Experience Designer

Discovery: 13%

Provided with a set of business requirements, determine which research methodology and tools should be used to design a solution.

Define Your Research Plan

Explore Strategy Design Research Methods

Improve Your UX Design Skills

UX Research Basics

Given a scenario, demonstrate how to gather requirements and plan strategy given current user experiences.

Craft Your Questions

Creating User Experience (UX) Artifacts

Discovery in UX Design Exam Prep

Describe key Salesforce UX personas and which processes they normally do.

Understanding Personas for User-Centric Design

Learn About Sales Cloud Personas

Understanding Service Cloud Personas for Support Roles

Learn About Marketing Cloud Engagement Personas

Understanding Experience Cloud User Personas

Given a scenario, describe how Salesforce can add value to user experiences.

Understand the Business Value of Design Unit

Discover the User Experience (UX) Designer Certification

Build Better with UX

UX Fundamentals: 16%

Given a scenario, identify which UX method should be used to define a user experience.

Review User Experience Fundamentals

Basics of User Experience Design

Describe the impact of corporate branding and styling.

Personalize Your Org with Themes and Branding

Enhance Efficiency with Custom Lightning Apps

Understanding Salesforce Lightning Design System 2

Describe key design principles and tools that define an accessible and engaging experience.

Understanding Digital Accessibility and Its Importance

Improve Design Accessibility

Learn How Design Systems Support Design at Scale

Inclusive Product Design & Principles

Describe mobile UX design fundamentals.

Preview Mobile App Pages in Lightning App Builder

Master Mobile Design Best Practices for Effective Shopping

Creating an App Page in Lightning Experience

Human-Centered Design: 12%

Given a scenario, determine how to incorporate human-centered design into a customer solution.

Optimizing Business With Human-Centered Design

Strengthening Relationships Through Design

Optimize Design with Social Contexts

Optimize UX with Relationship Design

Explain the importance of inclusive design.

Guide to Inclusive Design Principles

Inclusive Design Principles and Practices

Best Practices in Values-Driven Design for Inclusion

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.

Page Layouts

Object Relationships Overview

Considerations for Creating and Updating Record Types and Picklists

Given a scenario, describe declarative features that improve information presentation, hierarchy, and architecture in static experiences.

Break Up Your Record Details with Dynamic Forms

Dynamic Forms Tips and Considerations

Given a scenario, describe declarative features that improve user efficiency over a series of steps.

Guide Users with Path

Work in a Kanban View

Visualize Success with Path and Kanban

Given a scenario, determine which global Salesforce configuration to use for optimized user flow.

Customize the Navigation Bar

Personalized Navigation Considerations

Customize Navigation Menu for Salesforce App

Given a scenario, determine options for users to access onboarding, support, and learning.

Customize the Help Menu in Lightning Experience

Custom Help in Lightning Experience

Considerations for Creating In-App Guidance

Guidance Center Overview & Features

Given a scenario, describe how to apply branding to a solution.

Customize Sites with Experience Builder

Use Branding Sets in Experience Builder

Change the Theme of Your Experience Builder Site

Testing: 11%

Given a scenario, plan methods for validating and testing a design with the end user.

Prototyping Plan: Effective Testing Strategies

How Usability Testing Led to 5 Instant UX Fixes

Refresh Your Design Testing Skills

Describe testing techniques needed for optimal user experiences.

Automate Your Tests for Enhanced Quality Assurance

Best Practices for Effective Software Testing

Learn About User Acceptance Testing

Given a scenario, evaluate and manage design changes.

Iterate on Your Prototype Unit

User Acceptance Test Plan & Go/No-Go Release Decision

UX Prototyping Basics

Salesforce Lightning Design System (SLDS): 21%

Describe SLDS and its purpose.

Lightning Design System Basics

Design System Explained Efficiently

SLDS Design System Development Story

Given a scenario, determine out-of-the-box design and configuration consistent with the look and feel of Lightning Experience.

SLDS Resources & Guidelines

Style with Lightning Design System

Salesforce Lightning Design System Overview

Given a scenario, utilize SLDS to create new and customized component functionality.

SLDS Blueprints

SLDS Styling Hooks

Get Started with the Salesforce Lightning Design System (SLDS)

Wrapping Up Salesforce Certified Platform User Experience Designer

This guide brings together the Discovery, UX Fundamentals, Human-Centered Design, Declarative Design, Testing, and SLDS objectives of the Salesforce Certified Platform User Experience Designer exam in one place. Pair this documentation with hands-on practice in a Trailhead Playground to build real confidence before exam day. 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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