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Maintain Your User Experience Designer Certification for Summer ’23

Learning Objectives 

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

  • Customize and improve LWR Sites with components in Experience Builder.
  • Search for CRM Records in LWR Sites.
  • See Improved Color Contrast in UI Elements.
  • Manage mobile experiences with the Salesforce Mobile App.

Salesforce Certification

If you hold the Salesforce User Experience Designer credential, keep in mind that you need to complete this module by the due date to maintain your certification. Another important part of maintaining your credential is ensuring your Trailhead and Webassessor accounts are linked.

Interested in learning more about getting certified? Check out the Salesforce Certified User Experience Designer credential.

Note

While anyone can earn this badge, this module is designed for those who hold the Salesforce User Experience Designer certification.

Protect the Integrity of Your Certification

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

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

Salesforce introduced a ton of great feature enhancements over the past year. Let’s take a look at some of the more important ones for this release.

Customize and Improve LWR Sites with Components in Experience Builder

Create dynamic component visibility in your enhanced Lightning Web Runtime (LWR) sites with Expression-Based Visibility, now generally available. Build better sites with new components, including Tabs, List, and Site Logo components. Decide when to show or hide your components based on device type, and enjoy improvements to the Actions Bar and Record Detail components.

Create Component Visibility Rules in Experience Builder

Make your enhanced LWR sites as dynamic as your users. With Expression Based Visibility, now generally available, you can show or hide individual components based on rules that contain a set of conditions. From the new Visibility tab on the component property panel, build rules and apply them based on User object and Profile fields. Create conditions that apply to a single component and access fields on the User and Product objects to show your components at the right time to the right users.

Organize Your LWR Site Pages with Tabs

Use the new Tabs component to add up to five horizontal or vertical tabs to your LWR site pages. Drop any content component into a tab region to show the content that you want. Use a data bound component to show products in one tab, another tab for a button to contact support, and a third that lists your product’s most amazing features.

Add Bulleted and Numbered Lists to Your Enhanced LWR Sites

Use the new List component to add descriptions or specifications that enumerate all the reasons why your service is the best.

Add Your Logo to LWR Sites

The Site Logo is typically used to personalize login and registration pages. The Site Logo component replaces the Community Logo component. Published sites continue to use the Community Logo component. If you want to use the new Site Logo component, delete the Community Logo and drag the Site Logo to the page. For new sites, the Community Logo is no longer available.

Fine-Tune How Your Enhanced LWR Site Appears on Different Devices

Give your users a personalized experience by hiding non-business-critical components. In enhanced LWR sites, site builders can customize which components are shown or hidden for each device type—mobile, tablet, or desktop. You can also tailor the margins and padding around individual components for each device type.

View Knowledge Articles in LWR Sites with the Knowledge Article Component

With the new Knowledge Article component, site visitors can view knowledge articles from their LWR sites. Previously, the Knowledge Article component was available only in Aura sites.

Your customers and partners can now more easily edit Salesforce records on desktop and mobile from your LWR site’s Record Detail component. They can edit inline on desktop or mobile using a fine pointer device, like a stylus. Add the Edit option on the Action Bar (beta) so users can open a full edit window when they select a record. Previously, they could edit records only inline and on desktop.

Search for CRM Records in LWR Sites

Your site visitors can now search CRM objects, such as cases, accounts, leads, opportunities, and knowledge articles, in LWR sites. Visitors can filter and sort the search results, making it easier to find what they need. You can customize the No Results image and the labels on your search page to complement your company’s branding.

Where: This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

How: To search CRM objects, set up a standard search page and add the Results Layout component to it. From the Results Source field, select CRM Object, and then choose which objects to include in search. After you publish the changes to your site, your visitors can search for CRM content.

See Improved Color Contrast in UI Elements

Make your content easier to see and use for people with low vision. Non-text UI elements, such as buttons and checkboxes, and some text UI elements, such as links, now appear with improved color contrast to align with accessibility standards. These color changes affect Salesforce Lightning Design System (SLDS), Lightning base components, and a subset of record home pages.

Where: This change applies to Lightning Experience in all editions. The changes to Lightning base components apply in Lightning Experience, but they don’t apply if you use a Lightning base component in a custom component.

The color-contrast changes occur for these record home pages only in Lightning Experience.

  • Case
  • Account
  • Opportunity
  • Contact
  • Task
  • Lead
  • LiveChatTranscript
  • EmailMessage
  • WorkOrder
  • MessagingSession
  • Campaign
  • VoiceCall
  • WorkOrderLineItem
  • QuickText
  • MessagingEndUser
  • KnowledgeArticleVersion
  • Macro
  • CaseMilestone
  • Incident
  • ActionPlan
  • LiveChatVisitor
  • Problem
  • ActionPlanTemplate

Why: Web Content Accessibility Guidelines (WCAG) are a series of web accessibility guidelines published by the Web Accessibility Initiative (WAI) of the World Wide Web Consortium (W3C). The guidelines include criteria for non-text contrast. Good color contrast means that all users can more easily see the content on any device or in any lighting conditions.

This image shows the difference between standard object and document type icons in Spring ’23 (old) and Summer ’23 (new). These icon changes occur for all pages in Lightning Experience. The other color-contrast changes occur for a subset of record home pages only.

Standard Object and Document Type Icons.

Manage Mobile Experiences with the Salesforce Mobile App

Our latest round of new and improved Salesforce mobile app features makes it easier to access Salesforce on the go. Legacy tablet experiences are now retired. Review your design solutions and all the new mobile possibilities. Experience Everything That’s New in the Salesforce Mobile App.

Enjoy an improved contacts experience with Enhanced Contacts (beta). Learn about and enable all available mobile features in one place with the new feature panel in Setup. Automatically optimize reports for mobile devices with Enhanced Reports, now generally available. To prepare for the retirement of setting security policies with custom attributes, migrate your configurations to the Mobile Security Setup UI.

The new Salesforce mobile app is available for all editions, except Database.com, without an additional license. Your org’s Salesforce edition and licenses, and a user’s assigned profile and permission sets, determine the Salesforce data and features that are available to each user.

Resources 

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