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Strategy Designer Overview

Exam Guide, Scheduling your Exam, Recommended Courses, and Quick Facts.

Task

Value Design

Exam Weight 32%

+400 points
Module

Challenge Framing and Scoping

Learn best practices for framing and scoping a challenge and defining success.

~40 mins
+500 points
Module

Research for Strategy Design

Learn why research and discovery are fundamental to strategy design.

~45 mins
+300 points
Module

Idea Generation

Learn about the ideation and concepting phases for design strategy.

~20 mins
+300 points
Module

Strategic Vision Creation

Learn how to analyze and narrow solution concepts to create a project vision.

~25 mins
+400 points
Module

Strategy Design Prototyping

Discover prototyping best practices for strategy design.

~35 mins
+400 points
Module

Go-to-Market Planning

Discover best practices for product roadmapping and bringing your idea to market.

~35 mins
+400 points
Module

Alignment as a Strategic Craft

Learn how to achieve alignment during the design process.

~45 mins
+200 points
Module

Digital Transformation

Explore trends causing companies to transform their products and customer relationships.

~15 mins
+300 points
Module

Organizational Alignment (V2MOM)

Use the V2MOM process to get aligned on goals and strategies across the company.

~55 mins
+400 points
Module

Jobs to Be Done Framework for Designers

Explore the Jobs to be Done framework for relationship design.

~40 mins
+500 points
Module

Journey Mapping

Improve your solution design by mapping how customers experience your product or service.

~30 mins
+300 points
Module

Sustainable Design

Use design principles to strengthen the relationship between business and society.

~30 mins
+300 points
Module

Best Practices for Sustainable Design

Use simple tools and strategies to bring sustainable design into your work.

~25 mins
+500 points
Module

Behavior Change Design to Address Climate Change

Design experiences that influence people to reduce greenhouse gas emissions.

~25 mins
+300 points
Module

Relationship Design for UX Strategy

Learn to apply the principles of Relationship Design to build better user experiences.

~30 mins
+300 points
Module

Ethics by Design

Learn about ethical design and how to incorporate it into technology development.

~25 mins
+500 points
Module

Inclusive Design

Foster innovation with inclusive design principles.

~40 mins
+300 points
Module

Values-Driven Design

Learn how organizations can use values to drive their design and build processes.

~20 mins
+400 points
Module

Design as a Social Practice

Learn best practices and processes organizations can use to design beyond the user.

~20 mins
+300 points
Module

Accountability in Design

Learn key practices to build social and business accountability into your design process.

~15 mins
+300 points
Module

Relationship Design at Scale

Learn how to responsibly use technology to scale relationships.

~25 mins
~10 mins
Link

Trend research: how to identify relevant trends

Lead Innovation Management Blog

~10 mins
Link

Made to Measure: Getting design leadership metrics right

Research-Based User Experience Article

~10 mins
Link

The Top Customer Service Metrics to Measure

Experience Management Article

~10 mins
~10 mins
Task

Tools and Artifacts

Exam Weight 23%

+300 points
Module

Lightning Experience Performance Optimization

Improve your Lightning Experience to help users work faster.

~25 mins
+800 points
Module

Flow Builder Basics

Explore Flow Builder and learn when to use flows to automate your business processes.

~40 mins
+1,000 points
Module

Path & Workspaces

Guide your reps through opportunity stages with an optimized page layout.

~30 mins
+500 points
Module

Partner Relationship Management (PRM) Portal Strategy

Learn best practices for channel sales and partner portal management in Sales Cloud.

~45 mins
Link

In-App Guidance in Lightning Experience

Trailblazer Community Documentation

~1 hr
+200 points
Module

Cross-Cloud Customer Identity and Data Management for Salesforce B2C Commerce

Manage customer identity and data across clouds using solution kits.

~10 mins
+800 points
Module

AppExchange Solutions

Find solutions for your business and learn how to install them in your org.

~45 mins
+200 points
Module

Omni-Channel Routing and Digital Engagement

Prepare your contact center for the multi-channel world.

~20 mins
+600 points
Project

Build an Experience Cloud Site with Knowledge and Chat

Use the Customer Service template to create a site with chat snap-ins and knowledge.

~1 hr 25 mins
+300 points
Module

Application Integration Patterns for Salesforce Lightning Platform

Explore and analyze Salesforce Lightning Platform integration patterns.

~1 hr 20 mins
+300 points
Module

Democratized Innovation through Citizen Integration

Learn why and how citizen integrators are important to the success of your business.

~25 mins
+300 points
Module

Connectors for Data Integration

Learn when and how to use connectors for better data integration.

~25 mins
+400 points
Module

API-Led Integration for Business Reinvention

Use integration-first strategies to reinvent your business.

~25 mins
+1,100 points
Module

Field Service Basics

Learn about Field Service and set service territories.

~1 hr 15 mins
+300 points
Module

Experience Cloud Basics

Use Experience Cloud to connect with your customers and partners.

~30 mins
+600 points
Project

Plan and Manage Store Visits with Consumer Goods Cloud

Give sales reps the tools they need for efficient retail execution from start to finish.

~1 hr 35 mins
+400 points
Module

Lead to Cash Sales Features

Optimize Salesforce with the right combination of products for your sales teams.

~30 mins
~10 mins
Link

UX Mapping Methods Compared: A Cheat Sheet

Overview of various mapping methods, including service blueprint and journey map

~10 mins
Task

Intangible Deliverables

Exam Weight 26%

+200 points
Module

Relationship Building

Respond to your teammates with empathy and foster an environment of trust.

~15 mins
+600 points
Module

Virtual Presentations

Create online presentations that connect wherever your audience is.

~30 mins
+300 points
Module

Strategies for Presenting to Executive Audiences

Learn how to effectively present to executives.

~15 mins
Link

The Psychological Safety Ladder Canvas

Fearless Culture Article

~10 mins
Link

How to Get Stakeholders to Sketch: A Magic Formula

Research-Based User Experience Article

~10 mins
~10 mins
Task

Leveraging Adjacent Roles/Skills

Exam Weight 19%

Link

How You Embrace Technology

Salesforce Resource Center

~10 mins
+200 points
Module

Accessibility Basics

Learn why it’s important to make technology accessible to everyone.

~20 mins
Link

AI Ethics Maturity Model

Salesforce Ethical AI Practice PDF

~20 mins
+500 points
Module

Drucker School—Organizational Change Leadership

Stay competitive with the Drucker principles for driving change within your organization.

~55 mins
+500 points
Module

User Training and Enablement

Learn how to support your Salesforce users and prepare them for success.

~30 mins
+300 points
Module

Cert Prep: B2B Solution Architect: Delivery and Design

Study for the B2B Solution Architect certification.

~1 hr 5 mins
+400 points
Module

Responsible Creation of Artificial Intelligence

Remove bias from your data and algorithms to create ethical AI systems at your company.

~45 mins
Link

Salesforce Roadmaps

Explore Salesforce roadmaps

~10 mins
+100 points
Module

Salesforce Architecture Diagrams: Quick Look

Learn how architecture diagrams help you create connected customer experiences.

~5 mins
+400 points
Module

Business Process Mapping

Increase efficiency and alignment by mapping processes.

~30 mins
+300 points
Module

Process Mapping for Business Analysts

Use process mapping to improve business processes.

~15 mins
Link

Behavioral Economics

Your constantly-updated definition of Behavioral Economics and collection of topical content and literature.

~10 mins
Task

Additional Preparation

Additional resources to help prepare you for certification.

+500 points
Module

Cert Prep: Salesforce Strategy Designer

Use scenarios and interactive flashcards to study for the certification exam.

~25 mins