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Salesforce Exam User Experience Designer Topic 4 Question 76 Discussion

Actual exam question for Salesforce's User Experience Designer exam
Question #: 76
Topic #: 4
[All User Experience Designer Questions]

Cloud Kicks wants to prevent its sales agents from being able to save a new account unless they have entered the phone number in the correct format and with the correct number of digits. A validation rule would then prevent the new account from saving.

Which method should be used to improve the user experience in the simplest way while preventing errors?

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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 Leonie at Jan 09, 2025, 08:36 PM

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Rosann
6 days ago
But wouldn't marking the field as Required also ensure that the phone number is entered?
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Arlette
7 days ago
I think the field-level error message is the way to go. It's more intuitive for the user and gives them immediate feedback on what they need to fix.
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Johnson
11 days ago
I agree with Rosalia, it would guide the sales agents to enter the phone number correctly.
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Rosalia
15 days ago
I think setting a prompt using In-App Guidance would be the best option.
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