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Salesforce Certified Platform Strategy Designer Exam Guide

 

Contents

About the Salesforce Certified Platform Strategy Designer Exam
Audience Description: Salesforce Certified Platform Strategy Designer
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

 

About the Salesforce Certified Platform Strategy Designer Exam

The Salesforce Certified Platform Strategy Designer 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 (for example, 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

 

Audience Description: Salesforce Certified Platform Strategy Designer

Salesforce Certified Platform Strategy Designer candidates create value by aligning an organization around and directing the design of systems-level solutions toward desired business and user outcomes. Candidates should be able to focus on what is important, not urgent, and deliver results through a combination of tangible and intangible/relational work. 

Salesforce Certified Platform Strategy Designer skills span business, innovation, design, and delivery. Additionally, they can lead, make, and advocate across innovation and product lifecycles. Their skills and experience enable them to bridge multiple disciplines required for successful strategic, design, and delivery work. A Salesforce Certified Platform Strategy Designer can leverage a team's capabilities, fill in gaps, and know when to call in an expert. The Salesforce Certified Platform Strategy Designer has a detailed understanding of business and user goals and the ability to connect people across organizations with empathy.

Candidates for this exam should have at least 3 years of hands-on experience as a strategy designer or similar role, with at least 1-2 years of experience in the Salesforce Platform. A Salesforce Certified Platform Strategy Designer possesses advanced facilitation and consultative skills and should have at least 2 years of experience leading complex projects.

 

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Platform Strategy Designer Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

 

About the Exam

Here are details about the Salesforce Certified Platform Strategy Designer Exam.

  • Content: 60 multiple-choice questions and up to five unscored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 70%
  • Version: Exam questions align to the Spring '23 release
  • Registration fee: US$200, JPY 30,000, plus applicable taxes as required per local law
  • Retake fee: US$100, JPY 30,000, plus applicable taxes as required per local law
  • Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
  • References: No hard-copy or online materials may be referenced during the exam.
  • Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

 

Exam Outline

The Salesforce Certified Platform Strategy Designer Exam measures a candidate’s knowledge and skills related to the following objectives. Candidates should have hands-on experience using strategy design concepts on the Salesforce Platform with knowledge and expertise in each of the areas below.
 

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.

 

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The self-study materials recommended for this exam include:

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics. 

 

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

 

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the Salesforce Certified Platform Strategy Designer certification maintenance modules on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire. 

Bookmark these useful resources for maintaining your certifications.

 
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