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Salesforce Certified Platform User Experience Designer (Plat-UX-101) Exam - Topic 4 Question 58 Discussion

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?
B) Standard Lead Object
A) Standard Person Account Object
C) Standard Opportunity object.
D) Standard Account object.

Salesforce Certified Platform User Experience Designer (Plat-UX-101) Exam - Topic 4 Question 58 Discussion

Actual exam question for Salesforce's Salesforce Certified Platform User Experience Designer (Plat-UX-101) exam
Question #: 58
Topic #: 4
[All Salesforce Certified Platform User Experience Designer (Plat-UX-101) 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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Angelo
8 months ago
Are we sure the bank won't have corporate customers in the future? Feels risky to limit options now.
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Yan
8 months ago
I think the Standard Opportunity object is too focused on sales, not customer records.
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Corinne
8 months ago
Wait, why not just use the Standard Account object? Seems simpler.
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Anjelica
9 months ago
I disagree, the Standard Lead Object makes more sense for tracking potential customers.
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Jutta
9 months ago
Definitely go with the Standard Person Account Object!
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Maile
9 months ago
I recall that the Standard Account object is typically used for businesses, but since they only have individual customers, I wonder if that’s the right fit.
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Xuan
9 months ago
I’m a bit confused about whether we should use the Lead Object since they don’t have business customers yet. Would that even apply?
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Reed
9 months ago
I think we practiced a similar question where the focus was on individual customers, and I feel like the Standard Person Account Object might be the right answer.
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Micheal
9 months ago
I remember we discussed the importance of using the right object for customer representation, but I'm not sure if a Person Account is the best choice here.
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Craig
9 months ago
Based on the information provided, I'd recommend going with the Standard Person Account object. That seems like the most appropriate way to represent the individual customers in Salesforce.
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Tiara
9 months ago
I'm a little confused by the wording of the question. Does the "potential business opportunities" part mean we should use the Standard Opportunity object instead? I'm not sure.
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Marnie
9 months ago
I think the key here is that the bank only has individual customers, not corporate or business customers. So the Standard Person Account object seems like the logical choice to represent the customers.
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Ligia
9 months ago
Hmm, I'm a bit unsure about this one. The question mentions potential business opportunities, so I'm wondering if the Standard Lead object might be a better fit.
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Colby
10 months ago
This seems like a straightforward question. I'd go with the Standard Person Account object since the bank doesn't have any corporate or business customers.
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Elliot
10 months ago
This seems straightforward - I'd go with option A to select the minimum required scope for the integration.
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Flo
10 months ago
I'm leaning toward the auditee having some say in this, but it's tricky. I need to think about how this was presented in class.
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Emelda
1 year 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 year 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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Julio
1 year ago
D) Standard Account object.
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Katie
1 year ago
C) Standard Opportunity object.
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Diane
1 year ago
B) Standard Lead Object
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Timmy
1 year ago
A) Standard Person Account Object
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Mireya
1 year 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
1 year ago
Yeah, D. Standard Account object seems like the most appropriate choice for this scenario.
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Velda
1 year ago
I agree, using the Standard Account object would be the best way to represent individual customers.
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Ciara
1 year ago
I think D. Standard Account object makes sense for representing customers.
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Basilia
1 year 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
1 year ago
C) Standard Opportunity object.
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Tresa
1 year ago
B) Standard Lead Object
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Soledad
1 year ago
A) Standard Person Account Object
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Kayleigh
1 year 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
1 year 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
1 year ago
I disagree, I believe the Standard Opportunity object would be more suitable for representing customers in Salesforce.
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Nilsa
1 year ago
I think a UX Designer should suggest using the Standard Person Account Object.
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