Salesforce User Experience Designer Practice Exam

Which is a good way to determine what features your salespeople will need in Salesforce?

1. Base it on what features you used at your last company

2. Use your intuition and knowledge about salespeople

3. Ask a fellow admin what features they use

4. Ask your salespeople via surveys or focus groups

The correct answer is: Ask your salespeople via surveys or focus groups

Determining the features that salespeople will need in Salesforce is best achieved through asking them directly via surveys or focus groups. Engaging with salespeople who will actually use the system ensures that their specific requirements, pain points, and insights are taken into consideration. Using surveys allows a broader collection of data from various team members, while focus groups can provide deeper discussions and insights into how these features can be tailored to their workflows. This method fosters user empowerment, ensuring that the platform meets the actual needs of its users rather than assumptions made by people outside their role. Gathering input from salespeople not only provides clarity on what features will enhance their productivity but also promotes a sense of ownership and involvement in the implementation process. This participatory approach can lead to higher adoption rates and increased satisfaction with the tool, as users are more likely to engage with a system that they helped shape according to their needs.