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Learn About Discovery

Learning Objectives

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

  • Determine what research methodology and tools should be used to design a solution.
  • Demonstrate how to gather requirements.
  • Describe key Salesforce UX personas and what methods they use.
  • Describe how Salesforce can add value to user experiences.

Key Topics

This unit prepares you for the discovery section of the Salesforce UX Designer exam, which makes up 13% of the overall exam. This section of the exam includes these topics.

  • Research methodology and tools
  • Content strategy
  • Heuristic analysis
  • Root cause analysis
  • Personas for Salesforce clouds
  • Data relationships

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you’ll encounter as a Salesforce UX designer. Looking at these scenarios helps prepare you to take the discovery section of the Salesforce UX Designer exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

The unit also contains interactive flashcards centered around study topics that help you prepare for the discovery section of the exam.

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click Expand button to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

Did you choose the wrong answer? Check out the table below for related study material.

Scenarios 1, 2, and 3

Review UX Research Basics to better grasp how to shape your discovery questions and learn more about the different research methods.

Scenarios 4 and 5

Explore UX Personas for Salesforce to understand how Salesforce personas are formulated and how to incorporate personas into your design and development process.

Exam Topic Flashcards

The following flashcards cover discovery. Use these interactive flashcards to brush up on some of the key topics you’ll find on this part of the exam.

Read the question or term on each card, then click or tap the card to reveal the correct answer. Click the right-facing arrow to move to the next card and the left-facing arrow to return to the previous card.

Did you choose the wrong answer? Check out the table below for related study material.

Flashcards 1, 2, and 3

Study up on critical user behaviors, research methods, and scope your questions by reviewing UX Research Basics.

Flashcard 4

Examine Process Mapping by studying Process Mapping for Business Analysts.

Looking for more information? Explore these related badges.

Congratulations! You’ve studied up on discovery. Next, let’s take a look at user experience fundamentals.

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