A financial services firm is redesigning its wealth management console in Lightning Experience. The primary users, financial advisors, complain that the current Account record page is a monolithic block of information, making it difficult to quickly assess a client's portfolio status, recent activity, and upcoming tasks. They need a more modular, context-aware interface. The design requirements state that specific sections, like 'Investment Portfolio' and 'Compliance Documents', should only be visible to advisors with specific profiles. Additionally, a guided path should be present for the client onboarding process, which is a key stage on the Account record. Which combination of declarative features should a UX Designer recommend to meet these requirements?
UX-DESIGNER Free Sample Questions
Certified User Experience Designer Practice TestA UX Designer is creating a custom component that needs to visually align with Salesforce's branding but also allow for future branding updates by the customer's administrator without code changes. The component includes a primary action button, a container with a subtle border, and text that uses the standard Salesforce heading font. Which SLDS tools should be used to ensure this flexibility? (Select THREE)
A UX designer is reviewing a new Lightning record page for a custom 'Project' object. The page contains over 75 fields, multiple related lists, and several custom components. User feedback indicates that the page load time is slow and the amount of information is overwhelming, increasing cognitive load. Which declarative approach provides the most effective solution to organize the content and improve perceived performance?
True or False: According to the principles of inclusive design, a solution is considered inclusive only if it provides the exact same experience for every user, regardless of their abilities or context.
A consultant is designing a three-column layout for a custom app page that must be responsive. On large desktop screens, it should display three columns. On tablet-sized screens, the third column should wrap to a new line, creating a 2+1 layout. On mobile phones, each column should stack vertically, taking up the full width. Which SLDS utility class system should be used to achieve this?
A UX Designer is tasked with evaluating an existing Service Console implementation. The goal is to identify usability problems based on established design principles without conducting new user testing sessions at this stage. The designer needs to systematically review the interface against a checklist of recognized usability principles to find potential issues like inconsistent terminology, confusing navigation, and lack of system feedback. What is the most appropriate discovery method for this task?
During a usability test for a new screen flow, a participant expresses frustration, stating, "I feel like I'm being timed and you're judging my computer skills." The designer notices the participant is behaving more cautiously and is taking longer to complete tasks than in a pre-session warm-up. This change in behavior, resulting from the participant's awareness of being observed, is a well-known bias. What is this bias called?
A design team is creating a journey map for a nonprofit's volunteer onboarding process, which spans multiple touchpoints: the public website, an Experience Cloud site for applications, email communications, and in-person orientation. To create a holistic view, the map must document not only the volunteer's actions and feelings but also the internal Salesforce processes and staff actions that support each stage. Which type of diagram is best suited for visualizing both the front-stage (customer-facing) and back-stage (internal) activities?
A UX designer is creating a custom search results page. To help users distinguish between different types of records (e.g., Accounts, Contacts, Opportunities), an icon is displayed next to each result. According to SLDS best practices, what type of icon should be used for this purpose?
A UX designer is improving a screen flow used for multi-step customer registration. To reduce errors and guide users, the business wants to show a visual summary of the steps involved and the user's current position in the process. Which standard component should be added to the flow screens to meet this requirement?