Salesforce User Experience Designer Practice Exam

What Salesforce declarative component can a UX designer use for onboarding?

1. Field-level help

2. Data Migration Assistant

3. Decision Tree

4. Onboarding Checklist

The correct answer is: Field-level help

For onboarding users in Salesforce, the most suitable declarative component is the onboarding checklist. This tool helps guide users through a series of tasks or steps they need to complete, providing a structured approach that can facilitate a smoother transition to using the Salesforce platform. Onboarding checklists are designed specifically for onboarding scenarios, making it easier for users to familiarize themselves with essential processes. Field-level help provides contextual information at the field level within a record but does not serve as a comprehensive onboarding solution. It is more about offering assistance on specific fields rather than guiding users through an entire onboarding process. The Data Migration Assistant focuses on assisting with data importation and migration, which is important but not directly related to user onboarding experience. A decision tree is a useful tool for navigating complex choices and scenarios, yet it does not specifically address the onboarding journey of the users in the same manner that an onboarding checklist does. Thus, the onboarding checklist stands out as the best choice for designing an effective onboarding experience since it directly addresses user engagement during their initial interactions with the Salesforce system.