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Salesforce Strategy Designer Exam Guide

Salesforce Strategy Designer Exam Guide

Prepare for the Salesforce Strategy Designer Exam with our concise Exam Guide. This guide is your go-to resource for the Salesforce Certified Strategy Designer certification. It focuses on assessing your expertise in guiding discovery, aligning business needs with user experience, and driving strategic outcomes through design thinking. Learn about the exam content, target audience, training recommendations, and objectives to confidently prepare for success. Get ready to showcase your skills and knowledge as a Salesforce Certified Strategy Designer.

Salesforce Strategy Designer Exam and Program Overview

The Salesforce Certified Strategy Designer certification exam is designed for individuals who wish to showcase their expertise in strategic design. This credential validates their knowledge, skills, and experience in areas such as guiding discovery, facilitating customer journeys, aligning business needs with user experience, and advocating for design quality. Candidates are expected to possess advanced facilitation and consultative skills and have experience leading complex projects. With a detailed understanding of business and user goals, they can connect people across organizations with empathy and bridge multiple disciplines required for successful strategic, design, and delivery work.

To succeed in the Salesforce Certified Strategy Designer exam, candidates should have at least three years of hands-on experience as a strategy designer or in a similar role, with a minimum of one to two years of experience on the Salesforce platform. The exam evaluates their ability to prioritize design efforts, apply design thinking methodology, and lead and advocate across innovation and product life cycles. It also assesses their proficiency in aligning stakeholders around a vision, presenting ideas effectively, and resolving objections through creative problem-solving.

This exam guide aims to assist candidates in their preparation for the Salesforce Certified Strategy Designer exam. It provides valuable information about the target audience, recommended training, exam objectives, and registration details. Salesforce recommends a combination of on-the-job experience, training courses, and self-study to enhance the chances of success in the exam. By familiarizing themselves with the content covered in this guide and leveraging the recommended resources, candidates can maximize their readiness and confidently approach the Salesforce Certified Strategy Designer exam.

 

Who is it for

The Salesforce Certified Strategy Designer exam is designed for professionals who are actively involved in strategic design and its application within the Salesforce ecosystem. This credential is well-suited for individuals working as strategy designers, user experience (UX) designers, consultants, business analysts, and other roles responsible for guiding and directing the design of systems-level solutions. To excel in this exam, candidates should have a minimum of three years of hands-on experience in a strategy design role, with at least one to two years of experience specifically on the Salesforce platform.

The exam focuses on validating the candidate's ability to align organizations around desired business and user outcomes, facilitate the creation of customer journeys, and ensure the end-user experience of Salesforce products and services aligns with business needs. Candidates are expected to demonstrate skills in problem identification and framing, applying design thinking methodologies, and leading prioritization and focus of design efforts. Moreover, they should possess the capability to collaborate with other roles and leverage their expertise in areas such as visual identity, business, and technology. Overall, the Salesforce Certified Strategy Designer exam is ideal for individuals who possess a combination of strategic thinking, design acumen, and a deep understanding of the Salesforce platform's capabilities.

This certification is particularly valuable for professionals who bridge multiple disciplines required for successful strategic design and delivery work. A Salesforce Certified Strategy Designer is equipped with the skills and experience to connect people across organizations with empathy, leverage their team's capabilities, fill in knowledge gaps, and know when to seek assistance from experts. By earning this credential, professionals can demonstrate their comprehensive understanding of business and user goals and their ability to advocate for a design vision that aligns stakeholders and drives positive outcomes.

Key capabilities expected from the candidate include:

Key capabilities expected from candidates pursuing the Salesforce Certified Strategy Designer credential include:

  • Strategic Thinking: Candidates should demonstrate strong strategic thinking skills, including the ability to analyze complex business problems, identify user needs, and translate them into actionable design strategies. They should be able to align business objectives with user experience goals and provide recommendations that drive value for both the organization and its customers.

  • Design Acumen: Candidates should possess a deep understanding of design principles, methodologies, and best practices. They should be proficient in applying design thinking and human-centered design approaches to guide discovery, research, and design efforts. They should also be able to advocate for design quality, ensuring that solutions are intuitive, visually appealing, and aligned with the organization's brand and vision.

  • Collaboration and Communication: Effective collaboration and communication skills are essential for a Salesforce Strategy Designer. Candidates should be able to work collaboratively with stakeholders, including business leaders, developers, and designers, to align visions, gather requirements, and facilitate productive cross-discipline collaboration. They should also be adept at presenting ideas, simplifying complex concepts, and persuading stakeholders to gain buy-in and support for their design recommendations.

  • Systems Thinking: Candidates should have a holistic perspective and the ability to understand and navigate complex systems. They should be able to consider the interdependencies between various components, anticipate potential challenges, and design solutions that align with the broader organizational context. This includes understanding how different parts of the Salesforce platform integrate and impact each other to deliver cohesive user experiences.

  • Leadership and Project Management: Candidates should possess leadership skills to guide design efforts and prioritize activities effectively. They should be able to lead cross-functional teams, make informed decisions, and drive projects towards successful outcomes. Strong project management skills, including planning, organizing, and managing resources, are essential to ensure the timely and efficient delivery of design solutions.

By demonstrating these key capabilities, candidates can showcase their expertise as Salesforce Strategy Designers and their ability to drive strategic design initiatives that align business goals with user needs.

 

Purpose of this Exam Guide

The purpose of this Exam Guide for the Salesforce Certified Strategy Designer exam is to provide candidates with valuable information and resources to help them prepare effectively and increase their chances of success. This guide serves as a comprehensive reference that outlines the exam's objectives, content, and requirements, enabling candidates to understand what they need to study and focus on.

By providing clarity on the purpose of the Exam Guide, candidates can align their preparation strategies accordingly and optimize their study efforts. The guide offers insights into the target audience for the certification, recommended training and references, and essential details about the exam format, such as the number of questions, time allotted, passing score, and registration and retake fees.

Furthermore, the Exam Guide emphasizes the importance of a well-rounded approach to exam preparation, combining hands-on experience, training courses, self-study, and exploration of relevant Salesforce resources. It encourages candidates to maximize their learning potential and highlights the value of obtaining practical experience in strategy design and leveraging available training materials.

Overall, the purpose of this Exam Guide is to equip candidates with the necessary information and resources to approach the Salesforce Certified Strategy Designer exam confidently, ensuring they are well-prepared to demonstrate their knowledge, skills, and expertise in strategic design within the Salesforce ecosystem.

 

About the Exam

The Salesforce Certified Strategy Designer exam is designed for individuals who want to showcase their expertise in strategic design within the Salesforce ecosystem. It evaluates candidates based on their knowledge and skills in various areas, including guiding discovery and research efforts, aligning business needs with user experience, and advocating for design quality and vision alignment. To pass the exam and earn the certification, candidates must achieve a minimum score of 70%.

Key points about the exam:
  • Content: The exam consists of multiple-choice questions that cover different aspects of strategy design, such as problem framing, design thinking methodology, and prioritization of design efforts.

  • Delivery options: Candidates can choose to take the exam either at a designated testing center or in an online proctored environment.

  • Preparation: Salesforce recommends a combination of hands-on experience, training courses, Trailhead Trails, and self-study to prepare for the exam.

  • Resources: Candidates can access recommended training materials, documentation, and Trailhead modules to enhance their knowledge and understanding of strategy design concepts on the Salesforce platform.

By successfully passing the Salesforce Certified Strategy Designer exam, candidates can demonstrate their proficiency in strategic design and their ability to align organizations, advocate for design quality, and drive successful outcomes in Salesforce projects.

 

Recommended Training and References

To prepare for the Salesforce Certified Strategy Designer exam, Salesforce recommends a combination of hands-on experience, training courses, Trailhead Trails, and self-study. These resources will help candidates develop the necessary knowledge and skills in strategy design within the Salesforce ecosystem. Here are some recommended training and references:

  1. Trailmix: Prepare for Your Strategy Designer Credential - This Trailmix on the Salesforce Trailhead platform provides a curated collection of modules, projects, and trails specifically designed to help candidates prepare for the Strategy Designer exam.

  2. Module: Salesforce Strategy Designer Certification Prep - This module is part of the Salesforce Trailhead platform and focuses specifically on the topics and skills required for the Strategy Designer exam. It covers areas such as value design, tools and artifacts, intangible deliverables, and leveraging adjacent roles/skills.

  3. Trailhead Academy courses - Salesforce offers expert-led courses through Trailhead Academy. These courses provide in-depth training on strategy design and related concepts. Enrolling in these courses can further enhance candidates' understanding and readiness for the exam.

  4. Online Documentation, Tip Sheets, and User Guides - Candidates should explore the online documentation and resources available on the Salesforce platform. These include tip sheets, user guides, and other reference materials related to strategy design. Searching for specific topics listed in the exam outline can provide valuable insights and knowledge.

Remember, a combination of hands-on experience, training, and self-study is crucial to maximize your chances of success in the Salesforce Certified Strategy Designer exam. Make use of these recommended resources to deepen your understanding and proficiency in strategy design within the Salesforce ecosystem.

 

Exam Outline

The Salesforce Certified Strategy Designer exam measures a candidate's knowledge and skills in various areas related to strategy design. Candidates are expected to have hands-on experience and expertise in the following exam objectives:

  • Value Design (32%):
    • Create an effective challenge statement that pairs a business objective with a user problem.

    • Identify metrics and signals that define success based on the challenge statement.

    • Evaluate how internal dynamics of an organization may impact recommended approaches.

    • Explain how key external context for innovation influences the organization's strategy.

    • Advocate for ethics and values on behalf of users and the organization.

  • Tools and Artifacts (23%):
    • Connect user needs to high-level Salesforce capabilities based on a business need.

    • Determine criteria for feasibility, desirability, and viability within a user experience.

    • Identify the best methods of co-creation with customers and stakeholders.

  • Intangible Deliverables (26%):
    • Craft a strategy to create alignment.

    • Identify key relationships needed to solve the challenge statement in evolving internal dynamics.

    • Choose appropriate presentation techniques for communicating a vision based on audience description.

    • Utilize tools for productive cross-discipline collaboration.

  • Leveraging Adjacent Roles/Skills (19%):
    • Create a feasible implementation roadmap aligned with the vision.

    • Determine the technical and business capabilities underlying the delivery of the vision.

    • Facilitate productive collaboration within a design/build team with disparate business and technical deliverables.

    • Identify knowledge and skill infusions required for vision creation.

Candidates should have practical experience using strategy design concepts on the Salesforce Platform and possess a comprehensive understanding of each objective area. By demonstrating proficiency in these areas, candidates can successfully pass the Salesforce Certified Strategy Designer exam and showcase their expertise in strategy design and implementation within the Salesforce ecosystem.

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