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Salesforce Certified Platform Strategy Designer Question and Answers

Salesforce Certified Platform Strategy Designer

Last Update Oct 12, 2026
Total Questions : 175

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Questions 1

At a project kickoff, a stakeholder shared the hypothesis that the price point was the reason their product was failing in the market. But when the design team conducted qualitative research, they learned that customers wanted an entirely different type of product. How should the design team present this information knowing they would challenge a stakeholder ' s hypothesis?

Options:

A.  

In a walking deck with video clips from research sessions

B.  

In a ' How Might We ' statement to encourage new ideas

C.  

In an insights workshop with plenty of time for group discussion

Discussion 0
Questions 2

Cloud Kicks (CK) notices a significant customer churn due to a disconnect between product features and user needs. Which course of action should CK ' s strategy designer propose to improve the situation?

Options:

A.  

Request product owners to envision future state and provide better requirements.

B.  

Facilitate a co-creation workshop to help generate ideas grounded in research insights.

C.  

Clarify requirements and enable quality assurance teams with better acceptance criteria.

Discussion 0
Questions 3

Cloud Kicks has released a wearable device for athletes but struggles to find product market fit. The design team begins an initiative to better understand user needs and improve the device. What should the strategy designer do to engage with internal stakeholders invested in the project?

Options:

A.  

Assign specific tasks to each stakeholder so they each add something important to the project.

B.  

Survey stakeholders for insights and ideas, as their diverse perspectives are likely to uncover unmet needs.

C.  

Align stakeholders on what success looks like and throughout the project.

Discussion 0
Questions 4

While conceptualizing a new footwear line, the design team gained feedback that both employees and consumers are seeking more sustainable products. Leaders need more rationale to justify the investment. Which values-based design principle should be used to reinforce this feedback?

Options:

A.  

Create products from recycled materials.

B.  

Use energy from renewable resources.

C.  

Focus on creating enduring advantage.

Discussion 0
Questions 5

A Salesforce Architect is asked to engage and help facilitate a journey mapping workshop with a strategy designer. The architect is unsure how it will help in the creation of deliverables they are required to produce. What value should the architect get by engaging in this workshop?

Options:

A.  

A journey map will allow the developers to start building.

B.  

A journey mapping exercise will provide all of their technical requirements.

C.  

A journey map allows for the creation of a solution architecture diagram.

Discussion 0
Questions 6

Cloud Kicks (CK) is designing an in person experience for customers who purchase its products. This will include the ability to schedule and manage appointments as well as see when the delivery vehicle is on the way. Which Salesforce product should CK invest in to efficiently enable the desired experience?

Options:

A.  

Scheduler

B.  

Field Service

C.  

Service Cloud

Discussion 0
Questions 7

During requirements discovery for a new mobile app for Cloud Kicks, different business units are proposing conflicting requirements for some of the key use cases. Which methodology should be used to resolve conflicts and promote consensus?

Options:

A.  

Journey Mapping

B.  

SWOT Analysis

C.  

Prioritization Matrix

Discussion 0
Questions 8

Cloud Kicks has expanded its business recently by offering customizable footwear and the ability to price by customer. Along with Sales Cloud, they are looking into additional product options that would help sales reps configure their orders easily. Which Salesforce product should be considered for this business need?

Options:

A.  

Commerce Cloud

B.  

Revenue Cloud

C.  

Marketing Cloud

Discussion 0
Questions 9

Cloud Kicks (CK) is a company of operational excellence. However, CK has a hard time bringing innovative ideas to market, because investing in unproven tactics seems risky to its leaders who are used to making decisions based on metrics. Which approach should a strategy designer take when presenting a new product vision to this group?

Options:

A.  

Identify the biggest questions about the product vision and collect data on prototypes.

B.  

Run qualitative user research on the product vision and share key feedback with stakeholders.

C.  

Conduct a competitive analysis of other products in the same market as the product vision.

Discussion 0
Questions 10

A strategy designer at Cloud Kicks presents an experience narrative to drive stakeholder alignment for a new product vision. In addition to the narrative, what should the designer provide to create alignment?

Options:

A.  

Incentives to motivate internal stakeholders to align with the proposed future state

B.  

A roadmap to minimize miscommunication about milestones in the build process

C.  

The strategic case including a breakdown of features and why they meet audience needs

Discussion 0
Questions 11

Cloud Kicks wants to improve its business model to be closer to its customers and provide quantifiable improvements to business efficiency. Which framework should be used to drive the success of the new business model?

Options:

A.  

Usable, Feasible, Cost-Effective

B.  

Feasible, Viable, Impactful

C.  

Desirable, Feasible, Viable

Discussion 0
Questions 12

The strategy designer at Cloud Kicks has worked with the development team to create a cross- cloud 360 prototype based on a concept to create a better customer experience and help drive revenue. What should the designer produce to get buy-in from the business stakeholders?

Options:

A.  

Business case and roadmap

B.  

Business metrics and ROI map

C.  

Business user flow and journey map

Discussion 0
Questions 13

A design team is following the design thinking process to create a vision for their new loyalty program. While design thinking is an iterative process, there are phases that follow a general order. Which phase encompasses creating Jobs To Be Done?

Options:

A.  

Prototype

B.  

Define

C.  

Deploy

Discussion 0
Questions 14

A strategy designer creates a bridge from the project vision to product development through prioritization. Which factor should be considered to minimize cost and maximize value?

Options:

A.  

Effort

B.  

Velocity

C.  

Usability

Discussion 0
Questions 15

A financial technology company develops an app for wealth management firms and receives initial success upon launch. Which metric should be used to measure the longevity of the product and long- term growth potential?

Options:

A.  

Annual app downloads

B.  

App sales over time

C.  

Customer retention rate

Discussion 0
Questions 16

Cloud Kicks ' stakeholders engaged a strategy designer to help with their business goal of reducing support costs. After a series of interviews, the designer recommends self-service in Experience Cloud as a way to address the goal. Which capability should drive self-service in Experience Cloud?

Options:

A.  

Allowing customers to see their open cases

B.  

Exposing their knowledge base to customers

C.  

Providing dashboards of orders to customers

Discussion 0
Questions 17

A strategy designer proposes a multi-step strategy to reach the ultimate goal of making Cloud Kicks a net- zero company. The first step includes analyzing emissions and integrating data-driven insights into operational planning to reduce the carbon footprint of logistics. Each subsequent step builds on prior work and increases measurable progress until the goal is reached. Which tool should the designer use to connect short-term efforts with long-term impact goals?

Options:

A.  

Impact ladder

B.  

Project plan

C.  

Service blueprint

Discussion 0
Questions 18

A start up company that develops machine learning based tools which track the performance of carbon offsets wants to reinforce the positive perception of the validity of its data. The company starts by developing a need statement and a challenge statement. What is the commonality between the two statements?

Options:

A.  

Both are tactics intended to solve a problem.

B.  

Both are solution-free statements.

C.  

Both explain the scope of the possible solution.

Discussion 0
Questions 19

Cloud Kicks (CK) wants to make sure its customers understand the connection between its products and its goal of sustainable manufacturing. CK initiates a project to integrate sustainable messaging into its commerce experience. What should the strategy designer use to ensure the new sustainability messaging is desirable to customers?

Options:

A.  

Journey mapping

B.  

Customer interviews

C.  

Content strategy

Discussion 0
Questions 20

Cloud Kicks (CK) has just added sustainability as a corporate value. CK has assigned a strategy designer to partner with the manufacturing team to look for opportunities to improve on its sustainability goals. What should the designer do to build and rationalize a case with this new team?

Options:

A.  

Meet with the manufacturing team and give them feasible solutions.

B.  

Analyze internal systems through the lens of environmental risk.

C.  

Present research on climate change to the manufacturing team.

Discussion 0
Questions 21

Cloud Kicks ' design team learns of the desire for sustainable materials while co-creating personalization concepts with their West Coast influencers. Which method should the team use to evaluate the feasibility of this concept direction?

Options:

A.  

Create a functional prototype.

B.  

Review and align with company V2MOM.

C.  

Run a cost benefit analysis.

Discussion 0
Questions 22

After a series of interviews with key stakeholders, a strategy designer realizes the company is duplicating efforts across internal teams, each creating similar programs for customer engagement. Which approach should the designer propose to create alignment?

Options:

A.  

Journey mapping workshop

B.  

Design sprint

C.  

Service blueprint workshop

Discussion 0
Questions 23

Cloud Kicks is launching a new online store and wants to ensure the team follows an ethical decision- making process and that the delivered product does not accrue ethical debt. Which methodology should be suggested?

Options:

A.  

Human-Centered Design

B.  

Jobs to be Done Framework

C.  

Consequence Scanning Workshop

Discussion 0
Questions 24

An insurance company has a claims handling process that involves multiple team members, different departments, and many disparate systems. Which Salesforce automation tool should a strategy designer recommend to improve business process efficiency?

Options:

A.  

MuleSoft

B.  

Sales Cloud

C.  

Financial Services Cloud

Discussion 0
Questions 25

After a series of interviews with key stakeholders, a strategy designer realizes the company is duplicating efforts across internal teams, each creating similar programs for customer engagement. Which approach should the designer propose to create alignment?

Options:

A.  

Service blueprint workshop

B.  

Design sprint

C.  

Journey mapping workshop

Discussion 0
Questions 26

A project team at Cloud Kicks is under pressure to solve customer supply chain issues across multiple locations. The strategy designer proposes they do some analogous research. What should the team look to study?

Options:

A.  

A creative setting outside of their office that provides more inspiration and activity

B.  

An organization outside of their industry that has solved unique but similar problems

C.  

A complex system that their customers have experienced navigating successfully

Discussion 0
Questions 27

Cloud Kicks (CK) wants to launch a new application that will change the processes and operating procedures within the organization. To propose a rollout of the new application, CK ' s design team plans on building and testing a Minimum Viable Product (MVP). Which outcome should the team focus on when defining the MVP?

Options:

A.  

Testing an outline of all features and possibilities of the product

B.  

Assessing essential features of the product with a large group of users

C.  

Validating or invalidating the essential features of the product

Discussion 0
Questions 28

As part of Cloud Kicks ' new self-service strategy, researchers want to collect personally identifiable information to share in an aggregate format. Which considerations should a strategy designer share?

Options:

A.  

Globally-accepted privacy act

B.  

Applicable privacy acts

C.  

Cookie consent requirements

Discussion 0
Questions 29

A strategy designer leads a new UX project and needs to align with stakeholders who have varying degrees of interest and influence on the project. The designer wants to understand each stakeholder ' s potential negative and positive impacts on the project. Which tactic should be used?

Options:

A.  

Stakeholder Analysis

B.  

Stakeholder Focus Group

C.  

Stakeholder KPIs

Discussion 0
Questions 30

Cloud Kicks (CK) is creating a loyalty program to deepen the engagement of its customers. CK has arrived at a concept that meets its brief, but the developer remains skeptical. Which approach should the strategy designer take to get the developer ' s support?

Options:

A.  

Persuade the developer ' s boss and product manager to lend their support to the project, and the developer will likely come around.

B.  

Invite the developer to do their own research and come up with alternate potential solutions that meet the brief.

C.  

Create a persuasive story about the concept focusing on what the developer cares about and using their language.

Discussion 0
Questions 31

A design team is working on the challenge: " How might we provide tools to enable customers to resolve service issues by themselves rather than escalating to human representatives? " Which bot metrics should the strategy designer suggest to assess the impact of their work?

Options:

A.  

Customer satisfaction rate

B.  

Total conversations

C.  

Human takeover rate

Discussion 0
Questions 32

A cross-disciplinary design team is looking at an affinity map of insights. Which question should the team use to prioritize and turn them into design opportunities?

Options:

A.  

What constraints would we have to overcome?

B.  

Why is this insight valuable?

C.  

Do we have the capability to develop this?

Discussion 0
Questions 33

Cloud Kicks is excited about a new customer self-service initiative. Within the stakeholder team, a support manager has shared features they want to recreate from their previous system; a product manager wants to implement new features that were not available in their previous system. There is a concern that conflicting demands may lead to organizational paralysis on the project. What should the strategy designer recommend to stakeholders to remediate risks?

Options:

A.  

Map features between the two systems and let stakeholders prioritize.

B.  

Revisit customer research to inform internal prioritization.

C.  

Advise executive leadership to make the decision about priorities.

Discussion 0
Questions 34

Cloud Kicks (CK) designs innovative footwear for elite athletes. Manufacturing the footwear is possible but expensive. What should CK focus testing efforts on to determine whether to produce at scale?

Options:

A.  

Competitive advantage, impact, and ownability

B.  

Desirability, viability, and feasibility

C.  

Novelty, privacy, and potential to go viral

Discussion 0
Questions 35

A strategy designer is pitching a vision presentation to their customer ' s lead to get final approval for a new project. The lead is not comfortable or familiar with design thinking and has been distrustful of the process so far. Investing in this new initiative will put their reputation on the line. Which strategy should the designer employ to communicate the vision?

Options:

A.  

Ask a master presenter to stand in on the project and deliver the vision; they know how to sway any hesitant executive.

B.  

Ask each team member to present a few slides to signal the presentation is the result of many people ' s ideas and consensus.

C.  

Ask the customer to participate in the presentation or pitch the vision to their lead to signal buy-in and shared ownership of the project work.

Discussion 0
Questions 36

The strategy designer is creating a new loyalty program for Cloud Kicks and wants to map the key people who may influence or be impacted by the program. Which mapping process should the designer use to achieve this goal?

Options:

A.  

Service Mapping

B.  

Ecosystem Mapping

C.  

Journey Mapping

Discussion 0
Questions 37

A global consumer package goods company is about to engage in a digital transformation effort to help siloed departments collaborate more efficiently. The strategy designer and an organizational designer partner to prototype new ways of cross-departmental collaboration. What is a key objective the team should focus on?

Options:

A.  

Unify all organizational tech stacks under one platform.

B.  

Create a single enterprise-wide digital governance model.

C.  

Have the final say in all intra-departmental decisions.

Discussion 0
Questions 38

A design team is working on the challenge: ' How might we provide tools to enable customers to resolve service issues by themselves rather than escalating to human representatives? ' Which bot metrics should the strategy designer suggest to assess the impact of their work?

Options:

A.  

Total conversations

B.  

Customer satisfaction rate

C.  

Human takeover rate

Discussion 0
Questions 39

The strategy designer is creating a new loyalty program for Cloud Kicks and wants to map the key people who may influence or be impacted by the program. Which mapping process should the designer use to achieve this goal?

Options:

A.  

Journey Mapping

B.  

Service Mapping

C.  

Ecosystem Mapping

Discussion 0
Questions 40

Cloud Kicks (CK) is designing an in-person experience for customers who purchase its products. This will include the ability to schedule and manage appointments as well as see when the delivery vehicle is on the way. Which Salesforce product should CK invest in to efficiently enable the desired experience?

Options:

A.  

Scheduler

B.  

Field Service

C.  

Service Cloud

Discussion 0
Questions 41

Cloud Kick ' s sales representatives are complaining about lack of flexibility when they need to create complex quotes and configure product solutions. What should the Strategy Designer recommend to streamline their sales cycle?

Options:

A.  

Create a custom sales cycle that maps exactly to their needs

B.  

Suggest to simplify the complex sales cycle to make it fit the standard setup

C.  

Implement Revenue Cloud

Discussion 0
Questions 42

Cloud Kicks ' sales representatives are complaining that some Lightning web components developed as part of the partner onboarding process are slow to load and often unresponsive. What would be the best recommendation to the team to identify the challenges and remediate the issue?

Options:

A.  

Run the Salesforce Optimizer.

B.  

Utilize the Lightning Usage App.

C.  

Create a case with Salesforce Support.

Discussion 0
Questions 43

Cloud Kicks (CK) is interested in collecting data passively from customers while they are exercising in the company ' s latest footwear. CK plans to collect heart rate and activity levels and then overlay this data with self-reported weight, age, and health behavior information to provide fitness recommendations. What should a strategy designer recommend before CK commits to this project?

Options:

A.  

Global Trend Analysis

B.  

User Acceptance Testing

C.  

Consequence Scanning Workshop

Discussion 0
Questions 44

Cloud Kicks ' (CK) stakeholders have some concerns about a newly created CX vision because they struggle with imagining how it will impact CK ' s current product. What should a strategy designer do to alleviate the stakeholders ' concerns?

Options:

A.  

Share associated Objectives & Key Results (OKRs) with stakeholders to put the vision in a business context.

B.  

Prototype an aspect of the vision that interacts with the current product and share insights with stakeholders.

C.  

Organize a brainstorming session to provide stakeholders with a chance to reassess the vision.

Discussion 0
Questions 45

The design team at Cloud Kicks is making the case for analogous research as part of the design process for a brand new experience. What should analogous research help them accomplish?

Options:

A.  

Bring fun into an otherwise boring project.

B.  

Generate unexpected ideas and increase empathy.

C.  

Explain a complex strategy to varied stakeholders.

Discussion 0
Questions 46

In listening to its customer and influencers Cloud Kicks (CK) identifies a design opportunity to create a more sustainable sneaker. Which additional topics should CK consider before framing the design challenge as a How Might We question?

Options:

A.  

Shareholder priorities and design team capabilities

B.  

Potential market size and supply chain costs

C.  

Business drivers and signals of success

Discussion 0
Questions 47

The brand team has spotted some customers sharing their personalized Cloud Kicks footwear on social networks. The strategy designer wants to invite these customers to a co-creation workshop for a new loyalty program being developed. What is a direct outcome of co-creating with customers?

Options:

A.  

Increased sales of custom footwear

B.  

Increased adoption of the loyalty program

C.  

Increased speed of the design process

Discussion 0
Questions 48

At a 15-person stakeholder workshop, the Cloud Kicks ' design team shared three strategic opportunities and discussed the insights that led to them. They were well-received, and the leaders looked pleased. The design team then led a brainstorm on each opportunity. What is the reason the strategy designer should recommend dot voting at this point?

Options:

A.  

Dot voting is the fastest way to prioritize and make decisions.

B.  

Dot voting focuses conversation on a few ideas with the most importance to the group.

C.  

Dot voting lets everyone know what the leaders believe to be the right answers.

Discussion 0
Questions 49

Cloud Kicks feels confident about its vision for a new loyalty program and has received approval from leadership to begin development. What is needed from the strategy designer to inform a roadmap from MVP to mature offering?

Options:

A.  

Phases of feature development

B.  

Effort sizing and user story points

C.  

Instrumentation and POC prototypes

Discussion 0
Questions 50

The team at Cloud Kicks is spending too much time curating dashboards of the company ' s sales pipeline for multiple different levels of leadership, who are interested in different views of the same data. What should the strategy designer recommend to help the team efficiently share the right data?

Options:

A.  

Provide Kanban view in Revenue Cloud.

B.  

Develop reports in Sales Cloud.

C.  

Create dashboards in Tableau.

Discussion 0
Questions 51

A strategy designer is facilitating a prioritization workshop, and there are strong differing opinions about the right solutions to the challenge. What should the designer do?

Options:

A.  

Take a vote among people in the room and pursue the winning opinion.

B.  

Work through the conflict in the workshop to reach a shared perspective.

C.  

Pause the conversation and work through the conflict in a private setting.

Discussion 0
Questions 52

Cloud Kicks (CK) wants to drive more business, brand loyalty, and product awareness at its retail partner stores. CK would like to have the ability to effectively run promotions and optimize in-store visits. Which Salesforce product should be recommended for this business need?

Options:

A.  

Consumer Goods Cloud

B.  

Loyalty Cloud

C.  

Marketing Cloud

Discussion 0