50 Platform User Experience Designer Practice Questions: Question Bank 2025

A UX designer is starting a new Salesforce project and needs to understand why support agents frequently switch between multiple records during a case. Which discovery activity best captures the real workflow and pain points in context?

A sales team complains that they miss required information when converting a Lead to an Account. The admin wants a declarative way to guide users through the conversion process with minimal training. What should the designer recommend?

A service team uses the Lightning App for console navigation. Users want key Case details visible without scrolling, and they frequently reference related Contacts and Assets. Which page design pattern best supports this need?

After releasing a redesigned Opportunity record page, users report that they “can’t find fields anymore,” but completion time improved in pilot testing. What is the best next step to address user concerns while validating the design?

During requirements gathering for a new intake process, multiple departments disagree on what information should be required at submission versus collected later. What technique best helps the team align on a shared understanding of the process and decisions?

An organization wants to reduce data entry errors on a custom object used by field technicians. The solution must be declarative and should prevent invalid combinations of values (e.g., certain Issue Types are only valid for specific Equipment Models). Which approach best meets the requirement?

Users frequently work from mobile and complain that a Lightning record page designed for desktop requires too much scrolling on a phone. Which design change is most likely to improve the mobile experience while staying within standard capabilities?

A team released a new guided Screen Flow to replace a multi-step manual process. Adoption is low, and analytics show users abandoning the flow on the second screen. What is the best troubleshooting approach to identify and address the cause?

A global organization has multiple user groups (sales, service, operations) sharing the same Account record. Each group needs a different set of fields and related information prioritized, but the company wants to minimize long-term maintenance. What is the best UX architecture recommendation?

A designer is asked to improve an onboarding experience. The current solution is a long training document and a complex homepage. Leaders want measurable improvement in time-to-productivity without large custom development. Which approach is most effective?

A UX designer is starting discovery for a new Service Cloud console app. Support agents say “the current process is slow,” but leadership wants measurable outcomes. What is the best next step to gather actionable requirements?

A sales team complains that creating Opportunities takes too long because users must enter many fields that are often unknown early in the process. Which declarative solution best improves the user experience while maintaining data quality over time?

An admin created a new Lightning record page, but users report they still see the old layout when opening records. Which is the most likely cause?

A company wants to improve adoption of a redesigned Sales app. Stakeholders ask for a plan to validate that the new navigation and page structure match how reps work. Which testing approach is most appropriate before full rollout?

A nonprofit uses Experience Cloud for volunteers. Mobile users complain that key actions are hard to find and require too many taps. Which UI design change is most aligned with mobile-first best practices?

During discovery, a project team hears conflicting requirements from the sales manager and several sales reps about what should appear on the Opportunity page. What should the UX designer do to reconcile these differences effectively?

A service team wants agents to follow a consistent troubleshooting process on Cases. The process must adapt based on product and issue type, and it should guide agents step-by-step while capturing data at each step. Which declarative capability best fits?

Users report that a record page feels cluttered and they often miss important information. Analytics shows many users don’t scroll past the first screen. Which design improvement is most likely to increase findability and reduce cognitive load?

A team launched a redesigned Lead conversion experience, but conversion rates dropped. You suspect the new Flow adds friction. Which combination of metrics and methods best helps identify the root cause?

An enterprise has multiple business units with different service processes. They want a consistent Case UI but with variations in fields, guidance, and components by record type and user role, while minimizing long-term maintenance. What is the best architecture approach?

A UX designer is starting discovery for a new Sales Console experience. Stakeholders have conflicting opinions about what users need. What is the most effective first step to align on real user needs?

Service agents complain that case resolution is slow because they must open multiple related records. Which Lightning page pattern best supports viewing related information without excessive navigation?

A team wants to ensure users see only the most important actions on a record page to reduce overwhelm. Which approach is most aligned with Salesforce UX best practices?

During requirements gathering, the designer needs to map how work moves between departments and identify handoff pain points for a lead-to-cash process. Which artifact is most appropriate?

Sales users want an easy way to capture meeting notes from multiple places in Lightning Experience without navigating away from their current record. Which declarative feature best meets this need?

Users report that the same page works well on desktop but is difficult to use in the Salesforce mobile app due to excessive scrolling and hard-to-tap elements. What should the designer do first?

A team is redesigning a record page and wants to validate whether moving key fields into a Dynamic Forms section improves task completion speed. What is the best testing approach?

A support team uses a screen reader. A custom Lightning web component added to the Case page is not announced correctly and keyboard focus becomes trapped inside it. What should the UX designer recommend?

A designer is asked to create different page experiences for two user groups on the same object: Group A needs minimal fields and guided actions, while Group B needs advanced details and related lists. Which architecture is most maintainable and scalable?

After deploying a redesigned console, average handle time improved but error rates increased for a key step. The team suspects users are missing a required field due to where it appears on the page. What is the most effective optimization action?

During discovery for a new Service Console implementation, a UX designer needs to understand what agents do today and where time is lost across channels. Which activity is the BEST starting point to capture the current-state workflow and pain points?

A sales team complains that key record details are hard to find on the Opportunity page. The admin wants a quick, declarative improvement without changing data model or automation. Which change is MOST aligned with good page usability?

A UX designer is asked to recommend the best way to ensure users only see actions relevant to their role (e.g., managers see "Approve", agents see "Escalate"). Which declarative feature should be used first to tailor the user experience by role?

A team wants to validate a redesigned Lightning record page before broad rollout. What is the MOST appropriate way to test with a small group of users while limiting disruption?

A company wants a guided, multi-step experience for new hires to complete onboarding tasks in Salesforce (read policies, update profile, request equipment). The experience should appear in the flow of work and be configurable without code. Which solution is BEST?

In a discovery workshop, stakeholders disagree on the most important outcomes for a new Case intake experience. The UX designer needs a technique to align priorities and make tradeoffs visible. What should the designer do?

After launch of a new Lightning app, adoption is low. Users report they “can’t find where to start” and frequently navigate to the wrong objects. Which UI change is MOST likely to improve wayfinding with minimal effort?

A UX designer is troubleshooting a long record page where users complain about “scrolling forever” to find details. The org uses Lightning record pages with many components and related lists. What is the BEST optimization approach without removing critical information?

A company wants to standardize user experiences across multiple business units in the same org. Each unit needs slightly different fields and guidance on the same object, but leadership wants consistency and minimal maintenance. Which architecture approach BEST balances consistency with flexibility?

Usability testing shows that users frequently make errors in a screen flow because they misunderstand a key question and proceed with incorrect data. The goal is to reduce errors without adding more training. Which change is MOST effective?

A UX designer is starting discovery for a Service Console redesign. Stakeholders have a long wish list of features, but agents report they mainly need fewer clicks to resolve cases. What is the best next step to align requirements to outcomes?

Users complain that a Lightning record page has become hard to scan because there are too many fields in the Highlights Panel and Details. Which declarative approach best improves scannability without removing data access?

A sales team frequently works from a related list (Opportunities) on the Account record. They want to see key opportunity information at a glance without opening each record. What is the best Lightning UX solution?

A team needs to redesign a case intake process. During discovery, different user groups describe the process differently and disagree on the "real" steps. What is the most effective artifact to align understanding before proposing a Salesforce solution?

A Lightning page includes a screen flow for updating multiple fields. Users often abandon the flow because it asks questions that don’t apply to them (based on record values). Which approach best improves the experience?

After launching a new Lightning app, users report they can’t find a key object because the navigation menu is long and inconsistent between apps. What is the best UX-driven configuration change?

A team wants to improve form completion for a custom object used by multiple departments. Each department needs different fields. What is the best declarative design to reduce visual noise while meeting varying needs?

A UX designer needs to validate whether a new page layout reduces time on task and errors. Which testing approach best supports measurable optimization in a Salesforce rollout?

An org uses a custom Lightning component on record pages that loads slowly, causing users to perceive the whole page as "broken." As a UX designer, what is the best recommendation that balances user experience and architecture constraints?

A global organization must support users with assistive technologies and multiple languages. A designer is creating a custom screen flow for key business processes. Which set of practices best addresses accessibility and localization requirements?