Maintain Your UX Designer Certification for Summer ’25

Learning Objectives

After completing this unit, you’ll be able to:

Apply Tableau Next as an integrated, agentic analytics platform.
Discuss the new Date Format Visible variation added to Datepicker and Datetime Picker.
Identify how to use the new designSystemVersion field on the LightningExperienceTheme metadata.
Explore the use of emojis to create visually engaging rating questions in surveys.
Articulate how to create custom media proposals with AI that align with advertiser campaign requirements.
Define constraint rules at an abstract level using the Advanced Configurator.
Recognize the improved user experience for fatal errors on the Checkout page.
Discuss how the updated Consumer Goods Cloud mobile app layout improves audit completion.
Explore new browsing enhancements, out-of-stock indicators, Quick View functionality, and hover images.
Explore how to send automated post-conversation surveys directly within customers’ preferred messaging channels.

Maintain Your Certification

If you hold the Platform User Experience Designer certification, keep in mind that you need to complete this module by the due date to maintain your certification.

Interested in learning more about getting certified? Check out the UX Designer certification.

While anyone can earn this badge, this module is designed for those who hold the UX Designer Certification certification.

Protect the Integrity of Your Certification

The quality of our certification exams and the value that they provide are our highest priority. Protecting the security and confidentiality of our exams is essential to providing our customers with certifications that are respected and industry-leading.

As a participant of the Salesforce Certification Program, you’re required to accept the terms of the Salesforce Certification Program Agreement. Please review the Salesforce certification exam-taking policies in the Salesforce Certification Program Agreement and Code of Conduct Trailhead Help article for more details.

Salesforce introduced great feature enhancements over the past year. Take a look at some of the more important ones.

Discover a New Era of Analytics with Tableau Next

Say hello to Tableau Next, the groundbreaking, AI-powered analytics experience that brings together the power of Tableau, Agentforce, and the new Tableau Semantics layer—all in one unified, intelligent platform.

With Tableau Next, you’re not just visualizing data—you’re unleashing context-aware insights, streamlining collaboration, and empowering every user in your organization to make smarter, faster decisions.

Streamlined setup: Get started fast with a modern administration page and intuitive workspace. Seamlessly connect to data, build metrics, and craft dashboards—all from a single interface.
Open data layer: Connect data from any source, ensure its integrity, and manage it all in one governed, reusable model. Create your single source of truth for reliable insights.
AI-infused semantic layer: Tableau Semantics translates raw data into business-friendly language, so you can easily define reusable metrics and get AI-powered suggestions for fields and relationships. No more guessing—just trusted, consistent insights.
Visualization layer: Build stunning dashboards with interactive, actionable visualizations. Dive into data exploration and bring critical business metrics into clear view—all in one place.
Integrated action layer: Bring insights into action. Whether it’s launching Salesforce flows, customizing your Slack digest, or accessing metrics on-the-go with Tableau Next Mobile, your analytics are never out of reach.

Tableau Next is continuously updated—often monthly—so you’re always equipped with the latest innovations in data analytics. Summer ’25 introduces more robust capabilities, and there’s more to come.

SLDS Component Blueprint Enhancements (Summer ’25)

The Salesforce Lightning Design System (SLDS) continues to evolve with improvements to component blueprints and utilities in Summer ’25. These updates enhance accessibility, compatibility, and visual clarity in Lightning Experience.

Here’s an overview of each update.

Update	Description
Improved Accessibility in Date Fields	The Datepicker and Datetime Picker blueprints now include a Date Format Visible variation. When a user focuses on the field, a message appears below it to indicate the expected date format. The message is hidden when focus is lost but remains available to screen readers.
Toast Component Update for Theme Compatibility	The `slds-button__icon_large` class was removed from the Toast close (X) button. The icon now defaults to a consistent 14x14 size, aligning with the SLDS 2 default theme, Salesforce Cosmos.
Modal Close Button Visibility Improvements	The close button in Modals now displays with a white background for better visibility, especially for users with low vision. This was achieved by removing the `slds-button_icon-inverse` class. A temporary fix is in place until Winter ’26—avoid using the `slds-button_icon-inverse` class to prevent visibility issues.

Summer ’25 Metadata API Updates

Salesforce has expanded Metadata API support across many areas, enabling more control, customization, and automation for developers and architects. These changes apply with API version 63.0 unless otherwise noted.

Enhancement	Description
Theme Versioning	The `designSystemVersion` field on the `LightningExperienceTheme` metadata type lets you specify which SLDS version a theme uses.

Analytics

Enhancement

Description

New Tableau Next Assets

Use AnalyticsDashboard, AnalyticsVisualization, AnalyticsWorkspace, and InvocableActionType metadata types.

CRM Analytics Feature Toggles

Use the new enableIncludeDisclaimerMessage field on the existing AnalyticsSettings metadata type.

Enable new Lightning Reports and Dashboards features for using unique org emails for dashboard subscriptions, using the enhanced custom report type setup page, enabling dashboard component refreshes, and using the content delivery network (CDN).

Enable these features using new fields on the AnalyticsSettings metadata type.

To enable unique org emails for Lightning dashboard subscriptions, use the new enableDashboardSubOrgEmailPref field.
To enable the enhanced custom report type setup page, use the new enableCrtSetupLightningUiPref field.
To enable dashboard component refreshes, use the new enableDashboardCmpRefreshPref field.
To enable the CDN for Lightning reports and dashboards, use the new enableReportCdnPref field.

Customization and Adoption

Enhancement	Description
Lightning Experience Transition Tools	You can now find the new `canUseAdoptionApps` field which is added to `UserEngagementSettings`.

Development

Enhancement	Description
Customize the UI of Agent Actions Input and Output in Agentforce (Default)	Use the new `LightningTypeBundle` metadata type.

Data Cloud

Enhancement	Description
Identify the version of a bundle.	Use the `bundleVersion` field on the `DataSourceBundleDefinition` metadata type to identify the version of the bundle. Introduced in API version 63.0, this field is now in the Metadata API Developer Guide.
Identify the data space name of a data kit.	Use the `dataSpaceDefinitionDevName` field on the `DataPackageKitDefinition` metadata type to identify the data space name used to create the data kit. Introduced in API version 61.0, this field is now in the Metadata API Developer Guide.
Get the deployment order of components of a data kit.	Use the `deploymentOrder` field on the `DataPackageKitDefinition` metadata type to get the deployment order of components that are added to the data kit. Introduced in API version 61.0, this field is now in the Metadata API Developer Guide.
Get the schema objects related to an external data connector.	Use the `externalDataTranObjects` field on the `ExternalDataConnector` metadata type to retrieve the Data Cloud schema objects related to the external data connector. Introduced in API version 56.0, this field is now in the Metadata API Developer Guide.
Identify the type of relationship that exists between the source and the target.	Use the new `owner` field on the existing `FieldSrcTrgtRelationship` metadata type to identify the type of the relationship. `SObject` means that the source of the relationship is a DMO and the target is a standard or custom SObject. `DataCloud` means that both the source and the target of the relationship are DMOs. Introduced in API version 62.0, this field is now in the Metadata API Developer Guide.
Identify the entity that represents the target side of the relationship.	Use the new `targetEntity` field on the existing `FieldSrcTrgtRelationship` metadata type to identify the DMO, standard SObject, or custom SObject that is the target of the relationship. Introduced in API version 62.0, this field is now in the Metadata API Developer Guide.
Specify an external data source for Data Source Object in Data Cloud.	Use the new `accelerationEnabled`, `externalDatabaseName`, `externalSchemaName`, `externalObjectName`, and `storageType` fields on the existing `DataSourceObject` metadata type. Introduced in API version 63.0, these fields are now in the Metadata API Developer Guide.
Specify a connector type source for streaming data in Data Cloud.	Use the new `streamingAppDataConnectorType` field on the existing `DataStreamTemplate` metadata type to specify the connector app for streaming data in Data Cloud. Introduced in API version 63.0, this field is now in the Metadata API Developer Guide.
Manage data source inputs in Data Cloud.	Use the new `externalDataType`, `isEventDate`, and `isRecordModified` fields on the existing `DataSourceField` metadata type to specify the data sources in Data Cloud. Introduced in API version 63.0, these fields are now in the Metadata API Developer Guide.

Einstein

Enhancement	Description
Get support for Slack as an invocable action type.	Use the new `slack` value found in the existing invocationTargetType field on the `GenAiFunction` metadata type.
Support custom API-based topics in planner plugins.	Use the new `APICustomTopic` value found in the existing `pluginType` field on the `GenAiLocalPlugin` subtype of the `GenAiPlannerBundle` metadata type and `GenAiPlugin` metadata type.
Use Agile strategies for LLM planning.	Use the new `AiCopilot__AgileAppDev` value found in the existing `plannerType` field on the `GenAiPlannerBundle` metadata type.
Get the topics and actions for an agent or agent template.	Use the new `GenAiPlannerBundle` metadata type, which replaces the `GenAiPlanner` metadata type.
Control how Agentforce uses variables in actions.	Use the new `description`, `includeInPrompt`, and `visibility` fields found in subtypes on the existing `Bot` and `BotVersion` metadata types.

Mobile

Enhancement	Description
Access file attachments in the Offline App (generally available).	Use the new `isRelatedFilesRule` field on the existing `BriefcaseRule` metadata type. Available only for the Offline App (Salesforce Mobile App Plus).

Sales

Enhancement	Description
Get conversation transcripts of video and voice calls.	Use the new `getConversationTranscript` value in the existing InvocableActionType field type on the existing Flow metadata type. Introduced in version 64.0, this value is now in the Metadata API Developer Guide.

Salesforce Flow

Enhancement	Description
Generate a response from an AI agent in a flow.	Use the new `generateAiAgentResponse` value on the existing FlowActionCall subtype of the Flow metadata type.
Verify customer identity in a flow.	Use the new `generateVerificationCode` and `verifyCustomerCode` values on the existing FlowActionCall subtype of the Flow metadata type.
Specify the translated label for a stage in an orchestration or a flow approval process.	Use the new FlowOrchestrationStageTranslation subtype of the FlowTranslation type.
Specify the style properties of a screen component.	Use the new `styleProperties` field on the existing FlowScreenField subtype of the Flow metadata type.
Display an icon for a choice resource.	Use the new `choiceIcon` field on the existing FlowChoice subtype of the Flow metadata type.
Specify a flow that triggers when a relevant change happens in an external system.	Use the new `ExternalSystemChange` value on the existing  triggerType subtype of the FlowStart metadata type.
Determine the path of a flow based on a user’s email engagement with the new Einstein Decision element.	Use the new `einsteinDecidePath` value in the existing actionType field and the new `actionCallPaths` field in the existing FlowActionCall subtype of the Flow metadata type.
Specify a flow resource and its fields to reference in a flow	Use the new `FieldReferenceValue` value in the existing `complexValueType` field, which is on the FlowElementReferenceOrValue subtype of the Flow metadata type.
Behavior change: The valid value in the existing `complexValue` field now includes more values. The `complexValue` field is on the FlowElementReferenceOrValue subtype of the Flow metadata type.	Use the `complexValue` field to specify flow resources, fields, objects, and object types in the data structure. Existing packages that have set the API version to `63.0` continue to function normally.
Specify a negative assertion in a flow test.	Use the new `HasError` value in the existing `operator` field, which is on the FlowTestCondition subtype of the FlowTest metadata type.
Check whether specific flow elements have an error in a flow.	Use the new `HasError` value in the existing `operator` field, which is on the FlowCondition subtype of the FlowTest metadata type.
Behavior change: Affects flows only if they’re configured to run on API version 64.0 and later. The `locationX` and `locationY` fields on the existing FlowNode subtype of the Flow metadata type are now set to `0` if a flow is saved in auto-layout.	You can now compare flow versions with less XML clutter when you save a flow in auto-layout. See Flow and Process Run-Time Changes.
Specify a flow that matches email addresses with relevant user, contact, lead, account, and opportunity records after Einstein Activity Capture captures an email message.	Use the new `ActivityObjectMatchingFlow` value, which is in the existing `processType` field on the Flow metadata type.
Get user records with email addresses in the To, From, or CC address fields of a sent email captured by Einstein Activity Capture.	Use the new `getUsersFromEmailAddresses` value in the existing `actionType` field, which is on the FlowActionCall subtype of the Flow metadata type.
Get contact and lead records from email addresses or from active user records.	Use the new `getContcLeadsFromEmailAddr` value in the existing `actionType` field, which is on the FlowActionCall subtype of the Flow metadata type.
Get an account or opportunity record from email addresses or from contacts.	Use the new `getAcctOpptyFromEmailAddr` value in the existing `actionType` field, which is on the FlowActionCall subtype of the Flow metadata type.
Associate an email message to an account, an opportunity, contacts, leads, and users.	Use the new `associateRecordsWithActivity` value in the existing `actionType` field, which is on the FlowActionCall subtype of the Flow metadata type.
Build a flow for authentication provider user registration.	Use the new `IdentityUserRegistrationFlow` value in the existing `processType` field on the Flow metadata type.
Generate placeholder user data to create a user during authentication provider registration.	Use the new `generateUserData` value in the existing `actionType` field, which is on the FlowActionCall subtype of the Flow metadata type.
Get an attribute value from a complex JSON structure during authentication provider user registration.	Use the new `getUserDataFromJsonString` value in the existing `actionType` field, which is on the FlowActionCall subtype of the Flow metadata type.
Log flow metrics to Data Cloud.	Use the `areMetricsLoggedToDataCloud` field, which is on the existing Flow metadata type. Introduced in API version 63.0, this field is now in the Metadata API Developer Guide.

Security and Identity

Enhancement	Description
Maintain legacy hostname redirections during the Winter ’26 upgrade.	Use the new `areLgcyRdirMaintainedWntr26` field on the existing MyDomainSettings metadata type.
Configure a flow as the registration handler in an authentication provider definition.	Use the new `flow` field in the existing AuthProvider metadata type.
Set a default account for new external users during an authentication provider user registration flow.	Use the new `flowDefaultAccount` field on the existing AuthProvider metadata type.
Set a default profile for new users during an authentication provider user registration flow.	Use the new `flowDefaultProfile` field on the existing AuthProvider metadata type.
Deprecated: The `isNamedUserJwtEnabled` field on the `ExtlClntAppOauthConfigurablePolicies` metadata type is deprecated.	Now, to enable JWT-based access tokens, only the `isNamedUserJwtEnabled` field on the ExtlClntAppGlobalOauthSettings metadata type must be set to `true`.

Service

Enhancement	Description
Add more participants to a conversation in Bring Your Own Channel.	Use the new `IsConferenceSupported` and `MaxParticipantsForCnfrOverride` fields on the existing `ConversationChannelDefinition` metadata type.
Grant access to employee Agents.	Use the new `agentAccesses` field on the existing Profile and `PermissionSet` metadata types.
Grant access to service presence statuses.	Use the new `ServicePresenceStatusAccesses` field on the existing Profile and `PermissionSet` metadata types.
Assign reps to supervisor configurations.	Use the new `omniSupervisorConfigUser` field on the existing `OmniSupervisorConfig` metadata type.
Set the paused capacity.	Use the new `PausedCapacityPercentage` and `PausedCapacityWeight` fields on the existing `QueueRoutingConfig` metadata type.

Make Surveys More Engaging with Dynamic Emoji

Bring your surveys to life with dynamic emoji in rating questions. These expressive icons add visual appeal and help participants connect emotionally with their responses—making the survey experience more interactive and enjoyable.

This update is available in Lightning Experience and Salesforce Classic, along with Enterprise, Unlimited, and Developer Editions.

Support Complex Products with the Constraint Rules Engine

Now generally available, the Constraint Rules Engine makes it easier than ever to configure complex, customizable products—perfect for industries like manufacturing and tech. Instead of creating countless individual rules, you can define abstract constraints that reduce admin effort and streamline setup. The engine uses advanced logic to link and backtrack rules, helping you build smarter, more scalable product configurations that:

Simplify setup of complex product configurations.
Minimize rule volume by using high-level constraints.
Enhances accuracy with powerful rule-linking algorithms.

Users with the Advanced Configurator Designer permission set can enable the new engine and start building rules in Product Configurator.

Once enabled, Advanced Configurator becomes the default engine for transaction types in your org.

The Constraint Rules Engine is available in Lightning Experience for Enterprise, Unlimited, and Developer editions of Revenue Cloud with Product Configurator enabled.

Reduce Friction at Checkout with Clearer Error Handling and Inventory Checks

Help customers complete purchases with confidence. The new Checkout error experience—available in B2B Commerce and D2C Commerce on Enterprise, Unlimited, and Developer editions—makes it easier for customers to understand and resolve fatal errors.

Instead of a confusing blank screen, they now see a clear error message overlaying the Checkout page. If a fix is needed, the experience guides them back to the Cart to make corrections—without allowing incomplete or invalid orders.

This update improves the shopping experience by clearly displaying actionable error messages, preventing customers from making edits until the issue is resolved, and checking inventory in real time when item quantities are added or updated in the cart.

You get the new error display automatically after publishing an existing store. The improved inventory checks are only available for new stores.

Complete Audits with Optimized Layout

Make store and point-of-sale (POS) audits faster and easier with a redesigned layout in the Consumer Goods Cloud mobile app. The improved interface enhances readability and uses visual cues to highlight conditional questions—helping field users stay focused and complete audits more efficiently.

This update is available in Lightning Experience on Enterprise and Unlimited editions where Consumer Goods Cloud Retail Execution is enabled. If you’re upgrading to the Summer ’25 managed package, review the latest Modeler Content Package (MCP) and Modeler Design Contracts to ensure your existing contract customizations are preserved and make any necessary adjustments.

Create a Seamless and Engaging Shopping Experience with Enhanced Store Pages

Deliver a modern, immersive shopping experience with the latest Commerce Store Page updates. These enhancements help you captivate customers, streamline navigation, and boost conversions across both your site and social channels.

Feature	Description
Bring products to life with video.	Make your product galleries more dynamic by adding videos from your library or platforms like YouTube, Vimeo, and AWS. Let customers experience your products in action.
Promote on Facebook and Instagram.	Sync your product catalog to social platforms with the External Channel feature. Use Meta Pixel to retarget visitors and drive discovery with ads based on customer behavior.
Drive sales with Featured Recommendations.	Highlight curated product collections—like bestsellers or new arrivals—on your homepage or product pages to upsell and cross-sell effectively.
Preview product pages in real time.	See how your product page looks and behaves with a live, interactive preview while editing. Test features like swatches and pills before going live.
Clearly show out-of-stock options.	Use visual cues like strikethroughs or grayed-out selections to instantly show which product variations are unavailable—helping shoppers make faster decisions.
Speed up shopping with Quick View.	Display key product details on hover so shoppers can quickly review and add items to their cart—no extra clicks required.

Wrap Up

Now you know about the most important new features and updates of special interest to Platform User Experience Designers. With cutting-edge tools to streamline your workflows, elevate customer experiences, and supercharge your campaigns, the Summer ’25 release is packed with opportunities to set yourself—and your business—ahead of the curve. Get started, experiment boldly, and find out how these powerful updates can transform how you work and connect.

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