Strategy Designer

How to Pass Salesforce Strategy Designer Certification Exam?
How to Pass Salesforce Strategy Designer Certification Exam?
1. About the Salesforce Strategy Designer Certification Exam
The Salesforce Strategy Designer certification is intended for individuals with expertise using design methods to create compelling experience strategies that drive business outcomes using the Salesforce Platform. Candidates' skills span business, innovation, design & delivery.
Content: 60 multiple-choice/single-select questions (You have to choose one correct option from three options provided)
Time allotted to complete the exam: 105 minutes
Passing Score: 70% (42 Questions out of 60)
Registration fee: USD 200 plus applicable taxes as required per local law
Retake fee: USD 100 plus applicable taxes as required per local law
Prerequisites: none
2. Salesforce Strategy Designer Certification Exam Guide
Outline of topics and recommended focus areas for the exam.
3.1. Value Design: 32%
Given a customer scenario, create an effective challenge statement that pairs a business objective with a user problem, to frame the altitude and scope of a design project.
Based on the challenge statement, identify the metrics and signals that define success.
Given a customer scenario, evaluate how the internal dynamics of the organization might impact your recommendation on the right approach to solving the challenge statement.
Given a scenario, explain how key external context for innovation might influence or impact the organization's strategy.
Defend the rationale for strategic directions, including how they satisfy business and user needs, and future implications.
Given a customer scenario, advocate for ethics and values on behalf of both users and the organization.
Given a business need, connect user needs to high-level Salesforce capabilities.
Given a customer scenario, determine the criteria for feasibility, desirability, and viability within a user experience.
Given a customer scenario, identify the best methods of co-creation to employ with customers and stakeholders.
Given a scenario, craft a strategy to create alignment.
Given evolving internal dynamics, identify the key relationships needed to solve the challenge statement.
Given an audience description, identify the best presentation techniques for communicating a vision.
Given a scenario, utilize the tools for productive cross-discipline collaboration.
Given an aligned vision, create a roadmap for implementation that is feasible and holds true to the vision in every iteration.
Given a scenario, determine the technical and business capabilities that underpin delivery of vision to solution.
Given a scenario of disparate business and technical deliverables within a design/build team, facilitate productive collaboration.
Given a scenario, determine the knowledge and skill infusions needed in the creation of a vision.
5. Important Topics for Salesforce Strategy Designer Certification Exam
One important point to note about Salesforce Strategy Designer exam is that usually Salesforce Certifications have questions where you have to select:
One correct answer from four options
Two correct answers from four options
Three correct answers from five options
In Salesforce Designer Certification exam you have to select one correct answer from three options.
Identify measures of success and potential risks
A How Might We (HMW) statement turns your challenge framing into a question that can be solved.
Key Moments When Teams Need Most Support
Kickoff
Research moments
Synthesis moments
Review moments
Common Methods for Evaluating Success
Business Success
Growth targets
Expansion targets
Efficiency targets
Customer satisfaction targets
Customer Success
Net Promoter Score (NPS)
Customer Retention Rate
Lifetime Value
Best Practices for Goal Setting – SMARTE framework
SMARTE stands for Specific, Measurable, Achievable, Relevant, Time-bound, and Ethical
Main Types of Research for Strategy Design
Research for Discovery/Understanding
Research for Inspiration/Idea Generation
Research for Exploration/Refining an Idea
Research for Validating Assumptions, Decisions, and Designs
Ongoing Assessment and Customer Listening
For Inspiration/Idea Generation
For Exploration/Refining an Idea
– Interviews
– Observations or shadowing
– Diary/journal studies
Surveys – Group conversations with stimulus
– Diary/journal studies
– Codesign/participatory design sessions
– Analogous research
– Group conversations with stimulus
– Codesign/participatory design sessions
For Discovery/Understanding For Inspiration/Idea Generation For Exploration/Refining an Idea
– Interviews
– Observations or shadowing
– Diary/journal studies
Surveys – Group conversations with stimulus
– Diary/journal studies
– Codesign/participatory design sessions
– Analogous research
– Group conversations with stimulus
– Codesign/participatory design sessions
Research goals and research methodologies
Best practices for design research ethics
Be Honest
Ask Permission to Record
Stay Lean
Limit Access to Identifiable Data
Observe Regulations
Respect Participants' Expertise
Pay Participants Fairly
Listen Without Leading or Advising
Take Only What You Need
Ensure Representation
Seek Support If You Have Ethical Questions
Insights form the basis for strategy design unlocking opportunities for innovation and leading to ideas that are meaningful to people, creating real value
Best practices for planning an insights workshop
Create an agenda that leaves plenty of room for discussion
Bring the research insights to life
Create a set of boards for shared viewing
Set a time and place
Best practices for facilitating an insights workshop
Remember to pause
Ask open-ended questions
Listen to your stakeholders
Allow participants to challenge and build on the ideas you're presenting
Know what's next
Who to Invite to a Brainstorm(3-10 participants )
People who know your users
People who are generative
A mix of optimists and realists
How Might We or HMW statement is an effective tool for framing challenges that design teams use it at the level of framing the project challenge
Encourage Wild Ideas
Go for Quantity
Be Visual
Build on the Ideas of Others
Stay Focused on the Topic
One Conversation at a Time
Dot Voting: A simple Decision-Making and Prioritizing Technique
Journey Map: design teams also use journey maps to describe a future state experience
Asynchronous Ideation: Use digital collaboration tools such as Slack, Figjam or Google Slides if meeting in real-time is not possible
Co-creation – design or product team invites people outside the core team into the ideation process
Desirability: Think of this as what's valuable to the user
Viability: Think of this as what's valuable to the business
Feasibility: Think of this as what's technically possible
Consequence Scanning: A process teams use to interrogate solution concepts to consider their potential effects by asking three key questions
What are the intended and unintended consequences of this product or service feature?
Within these intended and unintended consequences, which are positive?
Within these intended and unintended consequences, which are negative?
Strategic Vision: An aspirational view of a future state and a point of view on what teams should build to solve the project's design challenge
Examples of low-fidelity prototype formats
Sketches
Paper interfaces
Building block prototypes
Borrowing and recombining
Live action + Survey
Role-playing
5.3. Intangible Deliverables: 26% (15 Questions)
Sympathy.
A sympathetic response can include emotion, but it's focused on keeping distance, makes a judgement about the person or how they should react, and doesn't take the other person's perspective into