Pass the Salesforce Designers User-Experience-Designer Questions and answers with ValidTests

 Confirmation bias is the tendency to seek out and prefer information that supports our preexisting beliefs, while ignoring or rejecting information that contradicts them. Confirmation bias can affect the validity and reliability of user feedback, as it can lead to biased questions, selective interpretation, and skewed results. To avoid confirmation bias in user feedback, Cloud Kicks can follow these two strategies:

Interview users about the intended use of the product to support the questionnaire creation. This can help Cloud Kicks to understand the user needs, expectations, and goals, and to design questions that are relevant, clear, and unbiased. By interviewing users, Cloud Kicks can also avoid making assumptions about the user behavior, preferences, and pain points, and instead base their questions on real user data and insights 1.

Diversify feedback by ensuring it features as many unique perspectives as possible. This can help Cloud Kicks to reduce the risk of sampling bias, which occurs when the feedback is collected from a group of users that is not representative of the target population. By diversifying feedback, Cloud Kicks can capture a wider range of user opinions, experiences, and feedback, and avoid overlooking or dismissing important user segments or viewpoints 2.

References: [How to Avoid Confirmation Bias in UX Research] (https://www.smashingmagazine.com/2017/10/avoid-bias-ux-feedback/), [How to Avoid Sampling Bias in User Research] (https://bing.com/search?q=confirmation+bias+in+user+feedback)

A formula field is a custom field that calculates a value based on a formula expression. A formula field can display text, numbers, dates, or images. A formula field can use the IMAGE function to display an image from a URL. A formula field can be added to an object page layout to show the image on the record detail page1.

A static resource is a file or a collection of files that can be uploaded to Salesforce and referenced in a formula field, a Visualforce page, a Lightning component, or a web tab. A static resource can store images, style sheets, JavaScript, or other files. A static resource can be used to store the custom image that Cloud Kicks wants to display on the record detail page2.

An object page layout is a configuration of fields, buttons, related lists, and other components on a record detail page. An object page layout can be customized to show different information for different users, based on their profiles or record types. An object page layout can be used to add the formula field that displays the custom image to the record detail page3.

These platform tools can be used to achieve the requirement of adding a custom image to a record detail page, making it easier for Cloud Kicks to visually identify its current membership level. For example, the formula field can use the IMAGE function to display the custom image from the static resource, based on the value of another field that indicates the membership level. The object page layout can then include the formula field on the record detail page for the relevant users.

Image field is a custom field that allows users to upload and display images on a record. Image field can be used to show images on a record detail page, but it is not suitable for Cloud Kicks’ requirement, because it does not allow the image to be determined by a formula expression. Image field requires the user to manually upload the image for each record, which is not efficient or consistent4.

Dynamic form is a feature that allows admins to add, group, and reorder fields and sections on a Lightning record page using the Lightning App Builder. Dynamic form can be used to create flexible and dynamic page layouts that can adapt to different contexts and scenarios. Dynamic form also supports visibility rules, which can be used to show or hide fields or sections based on filters or conditions. However, dynamic form is not a platform tool that can be used to display a custom image on a record detail page, as it does not affect the content or functionality of the fields. Dynamic form can only be used to configure the layout of the fields, not the values or images of the fields5.

Lightning components are reusable units of user interface that can be used to build Lightning pages and applications. Lightning components can be built using HTML, CSS, JavaScript, and Apex. Lightning components can display data, images, icons, charts, buttons, or other elements on a Lightning page. SLDS icons are icons from the Salesforce Lightning Design System that can be used in Lightning components to represent actions, objects, or concepts. Compact layouts are page layouts that show a record’s key fields at a glance in the highlights panel, the list view, the Related tab, and other places. Compact layouts can be used to customize which fields are displayed in these places6.

Lightning components, SLDS icons, and compact layouts are platform tools that can be used to display images on a Lightning page, but they are not the best option for Cloud Kicks’ requirement, because they are more complex and require more development skills than a formula field, a static resource, and an object page layout. Lightning components also require more maintenance and testing than formula fields. SLDS icons are predefined icons that may not match the custom image that Cloud Kicks wants to display. Compact layouts are not relevant for displaying images on a record detail page, as they only affect the highlights panel and other places6.

References: 1: Use Images in ‘Formula’ Fields - Salesforce 2: Static Resources | Salesforce Developer Guide 3: Page Layouts | Salesforce Help 4: Image Field | Salesforce Platform - YouTube 5: Dynamic Forms Tips and Considerations - Salesforce 6: Lightning Components Basics Unit | Salesforce Trailhead

Usability testing is a method of evaluating how easy and intuitive a product or service is to use by observing real users performing specific tasks. It can help identify usability issues, user needs, and user satisfaction. A goal of usability testing is to learn about the user’s behavior and preferences, such as how they interact with the design, what they expect from the design, what they like or dislike about the design, and what they find confusing or frustrating about the design. By learning about the user’s behavior and preferences, the UX designer can gain insights and feedback that can help improve the design and enhance the user experience. References:

: User Experience Designer Certification Prep: Module 6: Validate User Interfaces

: What is Usability Testing?

CK’s customers can engage in the following three ways using the out-of-box functionality of Experience Cloud:

Endorsement of skills and expertise: Customers can endorse each other’s skills and expertise on their profiles, which helps to build trust and credibility within the community.

Join affinity groups: Customers can join groups based on their interests, preferences, or needs, which allows them to connect with like-minded people and share relevant information.

Recognize peers with badges: Customers can recognize each other’s contributions and achievements by awarding badges, which helps to motivate and appreciate the community members. References:

: Endorse Skills and Expertise

: Create and Manage Groups

: Award Badges to Recognize Members

To provide more intuitive access to regularly used content, a sales representative can use the following two recommendations:

Personalize the Navigation bar: The Navigation bar is the horizontal menu at the top of the Lightning Experience page that allows users to switch between different items, such as apps, objects, or utilities. Users can personalize the Navigation bar by adding, removing, or rearranging items according to their preferences and needs. For example, a sales representative can add the Accounts, Opportunities, and Reports items to the Navigation bar for quick access. To personalize the Navigation bar, users can click on the pencil icon next to the app name and use the Edit option.

Create shortcuts Favorites: Favorites are bookmarks that users can create to save links to frequently accessed pages, records, reports, dashboards, or groups in Salesforce. Users can create favorites by clicking on the star icon in the header of any page. Users can also organize their favorites into folders and access them from any device. To view or manage favorites, users can click on the Favorites icon in the header. Favorites can help users save time and navigate Salesforce more efficiently.

Audience targeting is a page layout feature that allows admins to create different versions of a Lightning page for different audiences, such as user profiles, roles, or permissions. Audience targeting can be used to control the visibility of the entire page or specific components on the page, such as tabs, fields, or sections. Audience targeting can help create personalized and relevant experiences for different types of users, and reduce the need for multiple page layouts1.

Audience targeting is the most suitable feature for the UX Designer to use in this case, because it can help them customize the Order record page layout for internal and external users, without creating separate page layouts. For example, the UX Designer can use audience targeting to show or hide certain fields, sections, or tabs based on the user’s profile or permission set. This way, the UX Designer can ensure that each user sees only the information that is relevant and appropriate for them.

Field-level security is a feature that allows admins to restrict the access and editability of fields for different users, based on their profiles or permission sets. Field-level security can help protect sensitive or confidential data, and enforce data quality and integrity. However, field-level security does not affect the visibility of fields on the page layout, only the access and editability. Field-level security also does not apply to other components on the page, such as tabs or sections2.

Dynamic forms is a feature that allows admins to add, group, and reorder fields and sections on a Lightning page using the Lightning App Builder. Dynamic forms can help create flexible and dynamic page layouts that can adapt to different contexts and scenarios. Dynamic forms also support visibility rules, which can be used to show or hide fields or sections based on filters or conditions. However, dynamic forms are not available for all standard objects, and they do not support audience targeting. Dynamic forms also do not affect the visibility of other components on the page, such as tabs34.

References: 1: Audience Targeting for Lightning Pages 2: Field-Level Security | Salesforce Security Guide - Salesforce Developers 3: Dynamic Forms Tips and Considerations - Salesforce 4: Salesforce Dynamic Forms: Overview & Deep Dive Tutorial

Human-centered design is a process that starts with the people you are designing for and ends with new solutions that are tailor-made to suit their needs. It involves understanding the problem from the perspective of the end-users, empathizing with their needs and preferences, and creating solutions that are desirable, feasible, and viable. To incorporate human-centered design across an organization, two practices that should be adopted are:

Observing user behavior: This involves watching how users interact with a product or service, what they do, say, think, and feel. Observing user behavior can help identify pain points, needs, goals, motivations, and emotions that drive user behavior. It can also reveal insights that users may not be able to articulate or may not be aware of themselves. Observing user behavior can be done through methods such as user interviews, contextual inquiry, usability testing, and analytics.

Putting oneself in the situation of the end-user: This involves imagining or experiencing what the user goes through when using a product or service, and how they perceive and respond to it. Putting oneself in the situation of the end-user can help build empathy, understand the user’s context and environment, and generate ideas that address the user’s needs and expectations. Putting oneself in the situation of the end-user can be done through methods such as personas, scenarios, journey maps, and empathy maps.

References:

: [What is Human-Centered Design?]

: [Human-Centered Design: The Definitive Guide]

: [UX Research: What is User Behavior?]

: [Observing the User Experience: A Practitioner’s Guide to User Research]

: [UX Research Methods: Observation]

: [Empathy in Design Thinking]

: [UX Research Methods: Empathy]

When interviewing or surveying users, the UX designer should be aware of the following response biases that can affect the accuracy of the data collected:

Social desirability bias: This is the tendency of respondents to answer questions in a way that they think will make them look good or conform to social norms and expectations. For example, when asked about their purchasing habits, respondents may underreport their spending on luxury items or impulse buys, or overreport their spending on charitable causes or environmentally friendly products. Social desirability bias can be reduced by ensuring anonymity and confidentiality, using indirect or less sensitive questions, or using implicit measures12.

Recency bias: This is the tendency of respondents to recall and emphasize the most recent events or experiences, rather than the ones that occurred earlier or more frequently. For example, when asked about their purchasing habits, respondents may base their answers on their last purchase or the last month, rather than their average or typical behavior over a longer period of time. Recency bias can be reduced by using specific and clear time frames, using multiple sources of data, or using longitudinal methods34.

References:

: [What Is Response Bias? | Definition & Examples]

: [Types of User Research Bias and How to Avoid It in Your UX Design]

: [Social Desirability Bias: Definition, Examples, and Solutions]

: [Recency Bias: Definition, Examples, and Solutions]

: [Recency Bias in User Research]

: [Social Desirability Bias in Survey Research]

The alternative (alt) text is a short block of text that describes the content and function of an image or other non-text element on a web page. The alt text is read aloud by screen readers and other assistive technologies to provide access to people who cannot see the image. The alt text also helps with search engine optimization and displays on the page if the image fails to load1.

When designing a custom component that includes a clickable icon in a Lookup field, the alt text should be concise, descriptive, and meaningful. The alt text should convey the purpose and action of the icon, rather than its appearance or format. Therefore, the best option for the alt text of the icon is “Search button”, as it describes what the icon does and how the user can interact with it. The other options are not suitable for the alt text, as they either include unnecessary words, such as “image of” or “photo of”, or omit important information, such as “button”. For example, the option “Image of a search button” is redundant, as the screen reader will already announce that the element is an image. The option “Search” is incomplete, as it does not indicate that the element is a button that can be clicked. The option “Image of a magnifying glass” is irrelevant, as it describes the appearance of the icon, rather than its function.

References: Everything you need to know to write effective alt text and Write helpful Alt Text to describe images

To make the agent experience more efficient when handling cases submitted from their web form, two possible ways are to use Salesforce Flow and to complete relevant information about the customer using Lightning Record Pages. Salesforce Flow is a tool that allows the designer to automate business processes by creating guided, visual workflows. Flows can help agents to complete fields required for case closure by providing them with screens, logic, and actions that guide them through the process. Lightning Record Pages are customizable layouts that display information about a specific record, such as a case or a customer. Record pages can help agents to access and update relevant information about the customer using components, tabs, and related lists. Record pages can also be personalized for different profiles, roles, and app contexts. References: : Flow Builder | Salesforce Help : UX Designer Certification Prep: Designing with Flow Builder | Trailhead : Lightning Record Pages | Salesforce Help : UX Designer Certification Prep: Designing with Lightning Record Pages | Trailhead