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Free Salesforce Platform User Experience Designer Practice Questions

8 free Salesforce Platform User Experience Designer practice questions from the CertStash pack of 60, each with the correct answer and a full explanation. The rule is the same for every exam: ten free on the product page, 8 free here, all 60 in the pack, and each step includes the one before it.

Question 1

A UX Designer is attending a sprint planning session as part of their team's Agile ceremonies.

Which methodology could the designer be asked to use to roughly estimate the work required for each item?

  1. Prioritization Matrix
  2. Sprint Backlogging
  3. T-shirt Sizing
Show answer and explanation

Correct answer: C. T-shirt Sizing

T-shirt sizing is a relative estimation technique used in Agile planning, where each backlog item is given a rough size such as XS, S, M, L or XL instead of an exact number of hours. It is quick, easy for the whole team to understand, and well suited to a sprint planning session where the goal is to gauge the relative effort of each item before committing to the sprint. Because it compares items with each other rather than demanding precision, it lets designers, developers and product owners agree on scope without lengthy debate.

Why the other options are wrong

  • A. A prioritization matrix ranks items by value or urgency against effort; it does not produce an effort estimate for each item.
  • B. Sprint backlogging is the act of maintaining the list of work for the sprint, not a technique for estimating it.

Question 2

Service agents are complaining that the new custom object to track reservations has too many fields and is cluttering their layouts. All of the fields are necessary, but they would like to display fields and sections of the record as individual components on the page layout with visibility depending on where they are in the reservation process.

Which feature should be recommended?

  1. Flow Builder
  2. In-App Guidance
  3. Dynamic Forms
Show answer and explanation

Correct answer: C. Dynamic Forms

Dynamic Forms breaks the fields and sections of a record page out of the page layout into individual components that can be placed anywhere in Lightning App Builder. Each field or section can have its own visibility rules, for example based on a picklist value such as the reservation stage, so agents see only the fields that matter at their current step. All fields remain on the object, but the page stays uncluttered because the rest are hidden until they become relevant, which is exactly what the service agents are asking for.

Why the other options are wrong

  • A. Flow Builder automates processes and builds guided screens; it does not turn record fields and sections into individually controlled page components.
  • B. In-App Guidance displays prompts and walkthroughs to users; it cannot control which fields appear on a record page.

Question 3

During user interviews, a UX Designer discovers that the most common daily task for users is to look for and view commonly used reports using the global search bar.

What should be done to improve their experience?

  1. Add the reports to Global Actions for quick access from any page.
  2. Schedule the reports to be emailed daily.
  3. Update the Home page with access to commonly used reports.
Show answer and explanation

Correct answer: C. Update the Home page with access to commonly used reports.

Users who repeatedly search for the same reports every day are wasting effort on a task the interface could surface for them. Adding access to the commonly used reports on the Home page, for example with report chart or dashboard components in Lightning App Builder, puts that information in front of users as soon as they log in. This removes the repeated search step, shortens the path to their most common daily task, and makes the Home page a genuinely useful starting point for their work.

Why the other options are wrong

  • A. Global Actions are for quickly creating records, logging calls and similar tasks, not for opening reports.
  • B. Emailing reports daily moves the work out of Salesforce and sends static snapshots instead of improving how users reach the live reports.

Question 4

Following a human-centered design process approach, Cloud Kicks is preparing a user feedback session for an app that is not performing as anticipated.

In what way could confirmation bias be avoided?

  1. Ask open-ended questions staying away from questions regarding feelings
  2. Ask specific questions about known pain points to confirm your hypothesis
  3. Ask users to explore the application without specific questions regarding which tasks to perform
Show answer and explanation

Correct answer: A. Ask open-ended questions staying away from questions regarding feelings

Confirmation bias happens when researchers frame questions so that the answers support what they already believe. Open-ended questions, such as asking what users think of a feature rather than what they like about it, leave room for both positive and negative responses and keep the interviewer from steering the participant. Staying away from questions about feelings also keeps the session focused on what users think and do, because emotion is very personal and hard to analyze objectively. Together these practices produce feedback that reflects the users' real experience rather than the team's hypothesis.

Why the other options are wrong

  • B. Asking specific questions designed to confirm a hypothesis is the definition of confirmation bias, not a way to avoid it.
  • C. Letting users wander with no tasks or questions produces unfocused feedback that cannot be tied to the problems the session is meant to investigate.

Question 5

Cloud Kicks wants its users to know when a new feature is enabled or available with a short video explaining the new feature.

What should be recommended?

  1. Utility bar with embedded video
  2. Docked prompt using In-App Guidance
  3. Custom home page component that loads a video resource
Show answer and explanation

Correct answer: B. Docked prompt using In-App Guidance

In-App Guidance lets administrators announce new features directly in the flow of work, and docked prompts are designed for richer content that stays on screen, such as step-by-step instructions, an image or a short video. A docked prompt can be scheduled to appear when the feature becomes available and targeted to the right users, so they learn about the change at the moment it matters. This makes it the natural choice for introducing a newly enabled feature with an explanatory video, with no custom development required.

Why the other options are wrong

  • A. A utility bar video sits in a panel users must choose to open, so it does not alert them when a new feature becomes available.
  • C. A custom Home page component only reaches users who visit the Home page and requires development work that In-App Guidance already provides declaratively.

Question 6

A UX Designer determines that the usability of their company's Salesforce org could be improved if there was a tight relationship between the objects Container and Container Bids. For example, Container Bids should be deleted automatically whenever its associated Container is deleted.

Which type of relationship should be used to optimize the link between Container and Container Bids?

  1. Master-Detail
  2. Many-to-one Lookup
  3. Hierarchical Lookup
Show answer and explanation

Correct answer: A. Master-Detail

A master-detail relationship creates a tight parent-child link in which the detail record cannot exist without its master. When a master record is deleted, all of its related detail records are deleted automatically, which is exactly the behavior required for Container Bids when their Container is removed. The detail records also inherit sharing and ownership from the master, and roll-up summary fields become available on the master, which further reflects the close dependency between the two objects.

Why the other options are wrong

  • B. A lookup relationship is loosely coupled, so deleting the parent does not automatically delete the child records.
  • C. A hierarchical lookup is available only on the User object to relate users to other users, such as a manager.

Question 7

Cloud Kicks hired a UX Designer to help improve the design of its Experience Cloud site. The company knows the interface needs to be updated but is unsure about what should be done.

Which tool should the designer use first?

  1. Heuristic Evaluation
  2. Design System
  3. Low-Fidelity Prototype
Show answer and explanation

Correct answer: A. Heuristic Evaluation

When a company knows its interface needs work but cannot say what is wrong, the first step is to assess the current design. A heuristic evaluation has a UX expert review the existing Experience Cloud site against established usability principles, such as visibility of system status, consistency and error prevention, and record where it falls short. The findings give a clear, prioritized list of problems that then shape every later step, including prototyping and redesign. It is fast, inexpensive and does not require recruiting users, which makes it an ideal starting point.

Why the other options are wrong

  • B. A design system supplies reusable components and standards for building the solution, but it does not reveal what is wrong with the current interface.
  • C. A low-fidelity prototype is built once the problems are understood, so creating one before evaluating the site would be premature.

Question 8

A realty company provides a way for customers to shop for homes and contact real estate agents online. The company's brokers use some of the Salesforce standard functionality to track home buyers.

Which two standard Salesforce objects should be used in this experience?

  1. Case and Contact
  2. Opportunity and Contact
  3. Account and Contact
Show answer and explanation

Correct answer: C. Account and Contact

The brokers want to track the home buyers themselves, the customers who shop for homes and reach out to agents online. In standard Salesforce, the people and organizations a company does business with are stored as Accounts and the individuals associated with them as Contacts. Using Account and Contact gives the realty company a standard record of each buyer and their contact details that the online experience and the agents can share, which is the foundation of tracking customers with out-of-the-box functionality.

Why the other options are wrong

  • A. Case tracks customer support issues, which is not what the brokers need to record about home buyers.
  • B. Opportunity tracks a pending deal rather than the buyer, and the buyers themselves still need to be represented as customers.

That was 8 of 60.

The full Salesforce Platform User Experience Designer pack has all 60 questions, each with the answer, the explanation and why the other options are wrong, plus a questions-only copy for timed runs. US$39, paid once, with free monthly updates and a pass-or-your-money-back guarantee.

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