Salesforce Strategy Designer

The Salesforce Certified Strategy Designer certification exam is for individuals who want to demonstrate their knowledge, skills, and experience in the following areas: 

  • Guiding discovery, research, and design efforts to create a common vision and direction for a product;
  • Facilitating the creation of customer journeys from inception to completion;
  • Aligning business needs with the end-user experience of a Salesforce product or service;
  • Advocating for design quality and vision alignment within a solution recommendation Identifying and framing problems (e.g. from business problems to user/human problems);
  • Applying design thinking methodology;
  • Leading prioritization and focus of design efforts and implementation;
  • Leveraging other roles, and knowing when to consult with experts in adjacent skills such as visual identity, business, and technology;
  • Aligning stakeholders around a vision; presenting ideas simply, bringing creative problem solving to resolve objections, and persuading critics.

Key Facts

  • 60 multiple-choice questions
  • 105 minutes to complete the exam
  • 70% score to pass (42 good answers)
  • 200 USD registration fee (plus applicable taxes)
  • 100 USD retake fee (plus applicable taxes)
  • No prerequisites
  • Proctored exam delivered onsite a a testing center or in an online proctored environment
  • No hard-copy or online materials may be referenced during the exam.
Salesforce Strategy Designer

Salesforce Strategy Designer exam sections

Below are all the sections, which will be tested during the exam.

A candidate should have a hands-on experience and deep understanding of the following areas.

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 created, identify the metrics and signals that will 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.

Tools and Artifacts: 23%

  • 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.

Intangible Deliverables: 26%

  • 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.

Leveraging Adjacent Roles/Skills: 19%

  • 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 the 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.

For the reference: Check Salesforce official Exam Guide.

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