Discuss Salesforce Salesforce Certified Platform User Experience Designer (Plat-UX-101) Exam Topic 4 Question 76

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?

ASet a prompt to display on the page using In-App Guidance.

BSet field-level error message to display on the page.

CMark the field as Required.

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

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33 comments · newest first

Frank 11 months ago

In-App Guidance sounds nice, but is it really effective?

Chuck 11 months ago

Wait, can users really save without a phone number?

Louvenia 12 months ago

Marking the field as required might not be enough.

Marta 12 months ago

Totally agree, field-level error messages are super helpful!

Francoise 1 year ago

I think option B is the best choice.

Lennie 1 year ago

I guess setting a prompt could help, but it seems like it wouldn't prevent the error as effectively as the other options.

Gladys 1 year ago

I remember practicing a similar question where in-app guidance was mentioned, but I feel like it might not be as effective as an immediate error message.

Nathalie 1 year ago

I'm not entirely sure, but marking the field as required might not be enough if the format is wrong.

Graciela 1 year ago

I think using a field-level error message would be the most straightforward way to guide users when they enter the phone number incorrectly.

Tammara 1 year ago

I'd probably go with option B. Setting a field-level error message is a classic way to handle this type of validation, and it's likely the most straightforward implementation. The key is making sure the error message is clear and helpful for the user.

Mariann 1 year ago

Option C, marking the field as required, seems like the simplest solution. That way, the user can't even submit the form without entering the phone number correctly. Might be worth considering if the other options are too complex.

Marti 1 year ago

Hmm, I'm a bit unsure about this one. I'm thinking option A with the in-app guidance might be a better approach to guide the user and improve the overall experience. But I'll need to double-check the details on how that works.

Azzie 1 year ago

This seems like a straightforward validation question. I'd go with option B - setting a field-level error message to display on the page. That way, the user gets immediate feedback on the incorrect format and can fix it right away.

Karan 1 year ago

Wait, they want to prevent errors? Isn't that what the users are for? I vote for the 'let them learn the hard way' approach.

Elbert 1 year ago

↳ replying to Karan

Wait, they want to prevent errors? Isn't that what the users are for? I vote for the 'let them learn the hard way' approach.

Reyes 1 year ago

↳ replying to Karan

C) Mark the field as Required.

Toi 1 year ago

↳ replying to Karan

B) Set field-level error message to display on the page.

Buffy 1 year ago

↳ replying to Karan

A) Set a prompt to display on the page using In-App Guidance.

Gladys 1 year ago

Ooh, I bet the prompt would be like, 'Uh oh, looks like you forgot to enter your phone number in the correct format. What are you, a time traveler from the 90s?' Field-level error all the way!

Rasheeda 1 year ago

Required fields are a pain, especially when you're trying to save something quickly. I vote for the field-level error message, it's the least intrusive option.

Stacey 1 year ago

Ugh, I hate when pages have those annoying prompts popping up. Field-level error messages are the way to go, keep it simple!

Paulina 1 year ago

↳ replying to Stacey

True, but field-level error messages provide more specific guidance.

Olive 1 year ago

↳ replying to Stacey

Setting the field as required would definitely help prevent errors.

Lacey 1 year ago

↳ replying to Stacey

But wouldn't marking the field as Required also help prevent errors?

Juan 1 year ago

↳ replying to Stacey

I agree, field-level error messages are less intrusive.

Graciela 1 year ago

↳ replying to Stacey

Yeah, prompts can be really annoying and distracting.

Meghan 1 year ago

↳ replying to Stacey

I agree, field-level error messages are much less intrusive.

Rosann 2 years ago

But wouldn't marking the field as Required also ensure that the phone number is entered?

Arlette 2 years 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.

Olga 2 years ago

↳ replying to Arlette

B) Set field-level error message to display on the page.

Lawana 2 years ago

↳ replying to Arlette

A) Set a prompt to display on the page using In-App Guidance.

Johnson 2 years ago

I agree with Rosalia, it would guide the sales agents to enter the phone number correctly.

Rosalia 2 years ago

I think setting a prompt using In-App Guidance would be the best option.

Salesforce Certified Platform User Experience Designer (Plat-UX-101) Exam - Topic 4 Question 76 Discussion