Maintain Your Platform Strategy Designer Certification for Spring ’26

Learning Objectives

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

Explain how Agentforce changes how teams design, automate, and manage work in their organizations.
Identify where generative AI creates real business value and where it needs human oversight.
Explain how unified data supports consistent experiences and reduces extra user effort.
Apply responsible AI principles to support trust, transparency, and compliance.
Evaluate how experience choices across channels affect adoption and consistency.

Stay Current with Your Certification

Salesforce certifications hold the most value when you keep them relevant. To keep your Platform Strategy Designer certification current, complete this badge by the due date.

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

While anyone can earn this badge, it is designed for those who hold the Platform Strategy Designer certification.

As part of the Salesforce Certification Program, you agree to the terms of the Salesforce Certification Program Agreement. Review the exam policies in the agreement and the Salesforce Certification Program Agreement and Code of Conduct article before you continue.

Platform Strategy Designer Certification Overview

As a Platform Strategy Designer, you connect business goals, user needs, and platform capabilities to shape systems-level solutions. You work across teams to guide decisions that support real outcomes and long-term success.

Certified Platform Strategy Designers know how to:

Connect business goals and user needs to guide platform decisions.
Design solutions that balance desirability, feasibility, and viability.
Lead cross-functional collaboration with empathy and shared goals.
Advocate for responsible, scalable approaches across the product lifecycle.

In this badge, you review key updates from Spring ’26 to keep your skills current and your certification active.

Design Work Around Agents, Not Just Tasks

Working with Agentforce changes how you design and manage work in Salesforce. Instead of relying only on step-by-step flows, teams use agents to handle parts of the work, respond to context, and support decisions as they happen.

This shifts your design focus. You no longer ask only how a task moves through a system. You also decide who or what does the work at each step, and when a person needs to step in.

With Agentforce, you have new types of system behavior to work with to shape those decisions. Agents can:

Answer questions using defined data sources.
Take action based on rules and logic.
Return work to people when judgment or approval is needed.

Because agents can both act and defer, strategy work extends beyond screens and workflows. You design roles and responsibilities across people and systems, not just interactions, helping teams connect platform decisions to real outcomes.

For example, say a business wants to reduce manual work while still keeping people accountable for key decisions. You can use Agentforce to assign routine actions to agents, define clear handoffs for review or approval, and ensure the experience supports both speed and trust. These choices balance user needs, platform capabilities, and business goals across the lifecycle.

A useful way to evaluate Agentforce use cases is to start with intent.

Question to Ask	Why It’s Important
What problem is the agent helping solve?	It keeps automation focused.
Where should a human remain involved?	It preserves accountability.
How does the agent explain its actions?	It builds understanding and trust.

Agents work best when their behavior is consistent and easy to follow. When users can tell what an agent is doing and why, they are more likely to accept its help. Your role is to help teams place agents where they reduce friction without adding confusion.

Agentforce is not meant to remove people from the process. A strong platform strategy makes it clear when an agent acts and when a person decides.

Evaluate Where Generative AI Adds Value

Generative AI works best when you apply it with clear intent. As a Platform Strategy Designer, you decide where AI supports people and improves how work gets done.

AI is most useful when it helps users prepare or explore before they act. Common examples include drafting content, summarizing information, or surfacing options to consider.

Use generative AI when you want to:

Speed up work that relies on synthesis or pattern recognition.
Support judgment instead of replacing it.
Give users a starting point they can review and adjust.

Your design choices shape how people experience AI. When you use clear language, predictable behavior, and visible review steps, users understand what the AI is doing and stay in control.

Well-designed AI feels like a quiet assistant that supports the work without getting in the way.

Design Experiences with Unified Data

Personalization, analytics, and AI all rely on the same thing: shared, reliable data. Data 360 brings customer data together so teams can design experiences based on a complete and current view.

You may not design the data layer, but your work depends on it. When data is unified, experiences feel consistent. When it isn’t, users see gaps, delays, or conflicting information across tools and channels.

Unified data helps you:

Design personalization that stays consistent across experiences.
Support analytics that reflect what’s happening now.
Enable AI features that feel relevant and trustworthy.

As you evaluate platform decisions, look for moments where users repeat steps, recheck information, or work around missing context. These signals often point to fragmented data and to opportunities where a unified data approach can reduce effort and scale more effectively.

Apply Responsible AI Principles in Your Designs

When you design with AI, you also design for trust. Responsible AI is not a separate layer. It shows up in everyday decisions about clarity, control, and accountability.

You help teams think through how AI-supported features affect real people. That includes how users understand AI behavior, how they review outputs, and how the system handles mistakes.

You can apply responsible AI principles by designing for:

Clarity: Make it easy for users to tell when AI is involved.
Review: Give users a clear way to check and adjust AI output.
Boundaries: Define where AI can act and where people decide.
Consistency: Ensure AI behavior follows the same rules and standards every time.

These choices build trust over time. When users understand what AI is doing and why, they can rely on it with confidence. Responsible AI supports better decisions and helps teams design experiences that last.

Be clear when AI is used in customer interactions, financial workflows, or regulated work, and show users how to review the output.

Choose the Right Channel for the Work

Salesforce experiences span mobile, web, Slack, and AI-supported interactions. Your role is to help teams decide where work should happen.

Each channel supports different types of work. Mobile works well for quick actions. Web experiences support setup, review, and deeper decisions. Slack supports collaboration and timely prompts in the flow of work. AI can support all of these, but it does not replace the need for clear channel choices.

Strong channel strategy reduces friction. When teams place work in the correct channels, users spend less time switching tools or recreating context.

When evaluating experience placement, ask:

Where does this task naturally fit into the user’s day?
Which channel supports speed versus focus?
Does this experience interrupt work or support it?

Good cross-channel design connects experiences so users can move between channels without starting over. Experiences that fit existing habits are more likely to be adopted and sustained.

Sum It Up

In this unit, you reviewed key Spring ’26 updates that shape how Platform Strategy Designers plan and evaluate platform experiences. You explored how agents, AI, unified data, and channel choices influence real work and user adoption. Together, these updates help you design systems that support people, scale thoughtfully, and deliver lasting value.

Geschätzte Zeit

Themen

Benötigen Sie Hilfe?

Agentforce 360 Platform – Ressourcen