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Salesforce Salesforce-Platform-Strategy-Designer Exam Sample Questions 2026

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21534 already prepared
Salesforce 2026 Release
153 Questions
4.9/5.0

In an effort to increase revenue, the Cloud Kicks design team proposes creating a new ecommerce tool where customers can easily search for products and access a bot that makes personalized recommendations. The team knows the cost to implement this new experience is significant. Which tool should the team use to justify the strategy7

A. Business model canvas

B. Criteria scorecard

C. Prioritization matrix

A.   Business model canvas

Summary:
The team needs to justify a significant investment by demonstrating how the new ecommerce tool will create, deliver, and capture value for the business. The tool must provide a holistic view of the strategic rationale, connecting customer value propositions to revenue streams and cost structures. This high-level business case is essential for securing executive approval and funding for a major strategic initiative.

Correct Option:

A. Business model canvas
The Business Model Canvas is a strategic tool that provides a one-page, visual overview of the entire business case for the new tool. It outlines key partners, activities, resources, value propositions, customer relationships, channels, customer segments, cost structure, and revenue streams.

By filling out the canvas, the team can clearly articulate how the personalized recommendation bot (value proposition) will attract customers (customer segments) and directly lead to increased sales and revenue (revenue streams), thereby justifying the significant implementation costs (cost structure).

Incorrect Options:

B. Criteria scorecard
A criteria scorecard is used to evaluate and compare multiple different ideas or options against a standardized set of criteria (e.g., cost, feasibility, impact). It is a prioritization and evaluation tool.

Since the team is focused on justifying a single, specific strategy (the new ecommerce tool), a scorecard is less effective than a tool that builds the comprehensive business case for that one initiative.

C. Prioritization matrix
A prioritization matrix (like an Impact/Effort matrix) is used to rank a list of potential projects or features to decide what to work on next. It helps choose between competing options.

This tool is excellent for deciding if this project should be done over others, but it does not provide the deep, holistic justification needed to secure a significant budget for a single, large project. It lacks the comprehensive business rationale of a Business Model Canvas.

Reference:
Strategyzer: The Business Model Canvas

This is the official source for the Business Model Canvas framework. It explains how the canvas is used to describe, analyze, and design business models, making it the ideal tool to justify a new revenue-generating strategy.

Cloud Kicks has uncovered a trend in parents and children wearing similar, coordinated fashion. A strategy designer is scoping a project to explore the potential of this opportunity. When should families be invited to co-create with designers?

A. Concepting

B. Roadmapping

C. Prototyping

A.   Concepting

Summary:
Co-creation involves collaborating with users to generate ideas and solutions. The goal of this project phase is to "explore the potential" of a new opportunity. To effectively do this, the designers need to understand the families' desires, motivations, and ideas for coordinated fashion, which is most valuable during the initial idea generation stage.

Correct Option:

A. Concepting:
This is the correct phase for co-creation. During concepting, the team is brainstorming and generating a wide range of potential product ideas, features, and design directions. Inviting families to co-create at this stage ensures that the initial concepts are grounded in real user needs, desires, and creative input, leading to more relevant and desirable ideas from the very beginning.

Incorrect Option:

B. Roadmapping:
Roadmapping is a strategic planning activity focused on prioritizing initiatives, sequencing work, and allocating resources. It is an internal business process for which direct customer co-creation is not typically appropriate or productive.

C. Prototyping:
Prototyping involves creating early, tangible representations of a specific solution to test and validate its functionality and design. While user feedback is critical at this stage, it is for validation and refinement of a pre-defined concept. Co-creation for idea generation should have already occurred earlier in the process.

Reference:
Salesforce Trailhead, "Ideation": This module covers the concepting phase and emphasizes techniques like co-creation and workshops with users to generate innovative ideas. It positions this collaborative ideation as a key part of the early design process to ensure solutions are human-centered, which aligns with involving families during the Concepting phase.

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?

A. Bring fun into an otherwise boring project.

B. Explain a complex strategy to varied stakeholders.

C. Generate unexpected ideas and increase empathy.

C.   Generate unexpected ideas and increase empathy.

Summary:
Analogous research involves studying solutions, behaviors, and patterns from completely different industries or contexts to inspire innovation for a new problem. It is not about finding direct answers but about breaking free from industry conventions to think more creatively and understand user needs from a fresh perspective.

Correct Option:

C. Generate unexpected ideas and increase empathy:
This is the primary purpose of analogous research. By looking at how other domains solve similar human problems (e.g., studying hotel check-in to improve a hospital intake process), the team can discover novel approaches and triggers they would never have considered within their own industry bubble. This process also builds empathy by forcing the team to view their problem through the lens of a user in a different scenario, revealing universal needs and pain points.

Incorrect Option:

A. Bring fun into an otherwise boring project:
While the process can be engaging, this is a side effect and not the strategic purpose. Framing it this way undermines its value as a serious research methodology and would not justify the effort to stakeholders. The goal is insight, not entertainment.

B. Explain a complex strategy to varied stakeholders:
Analogous research is a tool for divergent thinking and inspiration during the discovery and ideation phases. It is not typically used as a communication tool to explain a strategy that has already been formulated. Storytelling and journey maps are better suited for explaining a finalized strategy.

Reference:
Salesforce Trailhead, "Frame Your Research": This module discusses various research methods, including analogous research, and highlights its value in inspiring innovation by looking outside your immediate domain. It is used to generate fresh ideas and challenge assumptions, which aligns directly with generating unexpected ideas and building a deeper, more empathetic understanding of the problem space.

A project team led by a strategy designer has just facilitated 3 weeks of user research. What should thev do to identify kev insights?

A. Plot insights on a 2x2 diagram of effort and impact, and align with stakeholders.

B. Ask each team member to create insights based on their expertise and support with collected quotes.

C. As a team, spend time affinity mapping, spotting patterns, and surfacing surprises.

C.   As a team, spend time affinity mapping, spotting patterns, and surfacing surprises.

Summary:
After extensive user research, the raw data needs to be synthesized collaboratively to uncover meaningful, team-validated insights. The goal is to move from individual observations to shared understanding by identifying patterns, themes, and surprising findings that emerge directly from the research data itself.

Correct Option:

C. As a team, spend time affinity mapping, spotting patterns, and surfacing surprises:
This is the correct approach. Affinity mapping is a core synthesis technique where the team collaboratively groups individual observations from the research to reveal overarching themes and patterns. This participatory process ensures diverse perspectives are included, mitigates individual bias, and leads to richer, more robust insights grounded in the collective data.

Incorrect Option:

A. Plot insights on a 2x2 diagram of effort and impact, and align with stakeholders:
This is a prioritization technique, not an insight-identification technique. It is a valuable step that comes after insights have been defined and agreed upon, used to decide which insights to act on first. You cannot prioritize what you have not yet identified.

B. Ask each team member to create insights based on their expertise and support with collected quotes:
This is incorrect because it is a fragmented, individual activity that risks introducing personal bias and fails to leverage the team's collective intelligence. It can lead to isolated conclusions that weren't tested or debated with the full team, potentially missing the most significant patterns that emerge from group discussion.

Reference:
Salesforce Trailhead, "Synthesize Research to Define Your Problem": This module explicitly teaches collaborative synthesis methods like affinity mapping to analyze qualitative data. It emphasizes that teams should work together to "find meaning in the data by identifying patterns, themes, and surprises," which is a foundational practice for a Strategy Designer.

Cloud Kicks has a complex manufacturing process that allows several factories to contribute to the production of a custom footwear order. The design team is asked to make a new, more efficient process to reduce the time between order placement and delivery to customers. Which approach should the team use?

A. Business process modeling

B. Jobs to Be Done framework

C. Customer journey mapping

A.   Business process modeling

Summary:
The problem is internal and operational, focusing on a complex, multi-factory manufacturing process. The goal is to improve efficiency and reduce time by analyzing and redesigning the sequence of internal handoffs, decisions, and workflows. The approach must be able to map and optimize these behind-the-scenes operational steps.

Correct Option:

A. Business process modeling:
This is the correct approach. Business process modeling is specifically designed to analyze, visualize, and improve internal operational workflows. It would allow the team to map the entire "as-is" process from order placement to delivery, identify bottlenecks, redundancies, and delays across the different factories, and then design a more efficient "to-be" process to achieve the goal of reduced lead time.

Incorrect Option:

B. Jobs to Be Done framework:
JTBD is a powerful framework for understanding the underlying customer motivation for "hiring" a product or service. It is excellent for innovation and marketing strategy but is not a tool for analyzing and optimizing internal operational processes. It focuses on the "why" of a purchase, not the "how" of a manufacturing workflow.

C. Customer journey mapping:
A customer journey map visualizes the customer's experience and touchpoints with the company (e.g., seeing an ad, visiting the website, receiving the product). While the delivery delay is a customer pain point, the root cause is an internal manufacturing process. A journey map would highlight the symptom (long wait) but would not provide the detailed, operational view needed to redesign the complex internal handoffs between factories.

Reference:
Salesforce Trailhead, "Transform Your Business with Process Modeling": This module explains that business process modeling is used to visualize and improve business operations. It is the standard methodology for analyzing complex processes, identifying inefficiencies, and designing new, more effective workflows, which is exactly what is required to streamline Cloud Kicks' manufacturing process.

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