Platform User Experience Designer Intermediate Practice Exam: Medium Difficulty 2025

A sales operations team reports that reps are avoiding Salesforce because they can’t quickly see “what to do next” for each Opportunity. Leadership wants a solution that clarifies user goals and success criteria before making design changes. What should the UX designer do first?

A support center uses Salesforce console. Agents handle two distinct workflows: (1) troubleshoot existing cases, and (2) process warranty replacements requiring a guided step-by-step flow. The team wants to reduce training time and prevent missed steps. Which approach best aligns with Salesforce UX best practices?

An admin is redesigning a Lightning record page for Account. Sales reps need to see key details and take actions quickly, while finance users need access to billing fields but only occasionally. What is the best declarative way to optimize the page for both audiences without creating separate objects?

A team wants users to update several related fields on an Opportunity and also create a follow-up Task in one guided interaction. They want validation (e.g., required reason when stage changes) and consistent data capture. Which declarative solution best fits?

Users complain that a Case record page is “too long” and they frequently miss the most important fields. The designer wants to reduce cognitive load while keeping access to secondary details. Which redesign is most appropriate in Lightning App Builder?

A global team uses Salesforce on desktop and mobile. Field technicians need a simplified mobile experience to update Work Orders quickly in low-attention contexts. What is the best approach to design for mobile while staying within platform capabilities?

A company wants users to enter a “Competitor” on Opportunities, but the picklist has grown to hundreds of values and users can’t find the right one. The data must be reportable and consistent across teams. What is the best UX-aligned design?

After releasing a redesigned Lead intake flow, the team sees higher abandonment. You suspect a specific screen is causing drop-off. What is the best next step to diagnose and optimize the experience?

Users report that a new Opportunity page ‘feels slower’ and they sometimes wait before interacting. The admin added many components including multiple related lists and charts. What optimization is most likely to improve perceived performance and usability?

A team redesigned a Service Console app. They want to validate that the new design reduces average handle time and improves first-contact resolution without increasing errors. Which testing plan best fits an intermediate, practical UX approach on Salesforce?