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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

A strategy designer collaborated with the product design team at Cloud kicks and is now coming to the end of their discovery. Which technique should be used to frame the design challenge on the right problems?

A. Design "For an optimal experience..." questions

B. Construct "How might we..." questions

C. Create "As a user, I should..." questions

B.   Construct "How might we..." questions

Summary:
At the end of a discovery phase, the team has a deep understanding of user needs and business goals. The next step is to synthesize these insights into a focused, actionable direction for the design team. The framing technique should be open enough to encourage creative exploration but constrained enough to be manageable, turning identified problems into opportunities for solutioning.

Correct Option:

B. Construct "How might we..." questions:
This is the correct and standard technique for framing a design challenge. "How Might We" (HMW) questions are perfectly suited for this transition from discovery to ideation. They reframe identified problems as opportunities, creating a constructive launchpad for brainstorming. For example, a finding that "users feel anxious about delivery times" becomes "How might we reassure customers while they wait for their order?" This frames the right problem without prescribing a solution.

Incorrect Option:

A. Design "For an optimal experience..." questions:
This type of statement describes a desired end state or a design principle. While useful for establishing goals, it is not a framing tool for a challenge. It states an outcome without defining the problem space to be explored, making it less effective for guiding the divergent thinking of ideation.

C. Create "As a user, I should..." questions:
This format is used for writing user stories in agile development, which are specific requirements from a user's perspective. It is a solution-oriented statement that comes after the problem has been framed and explored. Starting with user stories prematurely limits creativity by jumping to a specific solution instead of opening up the problem for broad ideation.

Reference:
Salesforce Trailhead, "Frame Your Design Challenge": This module specifically teaches the "How Might We" technique as a method to transition from research insights to ideation. It emphasizes that a well-crafted HMW question opens up the creative process while keeping it focused on the core user problems uncovered during discovery.

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?

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

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

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

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

Summary:
The leadership team at Cloud Kicks is risk-averse and data-driven. To gain their buy-in for an innovative, unproven idea, a strategy designer must speak their language: the language of data and validated learning. Instead of presenting a fully formed vision as a fait accompli, the approach should be to frame the innovation as a series of testable hypotheses and then use low-fidelity experiments to generate the very metrics leaders need to feel confident in the investment.

Correct Option:

C. Identify the biggest questions about the product vision and collect data on prototypes:
This is the correct approach. It directly addresses the leaders' aversion to risk by systematically de-risking the idea.

Identify Questions: Frame the vision's riskiest assumptions as specific, answerable questions (e.g., "Will users understand the value?", "Are they willing to pay?").

Collect Data on Prototypes: Build low-cost, rapid prototypes (e.g., a mockup, a landing page, a concierge test) to gather quantitative and qualitative data that answers these questions. Presenting this empirical evidence transforms the conversation from one about subjective belief to one about objective data, which this leadership team will respect.

Incorrect Option:

A. Run qualitative user research on the product vision and share key feedback with stakeholders:
While qualitative research is valuable, it may be dismissed by a metrics-focused team as "anecdotal" or "soft" data. It does not provide the hard numbers this audience likely requires to justify a significant investment.

B. Conduct a competitive analysis of other products in the same market as the product vision:
This approach reinforces a follower mindset, not an innovative one. It shows what is already proven but does not provide data to validate Cloud Kicks' own unique vision. It may even be used as evidence against the idea if no direct competitors exist.

Reference:
Salesforce Trailhead, "Identify Assumptions and Risks": This module teaches that the best way to de-risk new ideas is to identify key assumptions and then run experiments to test them. This data-driven approach to innovation is designed to build confidence and make progress in the face of uncertainty, which is exactly what is needed to persuade a metrics-oriented leadership team.

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?

A. Increased sales of custom footwear

B. Increased adoption of the loyalty program

C. Increased speed of the design process

B.   Increased adoption of the loyalty program

Summary:
Co-creation involves directly involving users in the design process to generate ideas and solutions. When customers help create a loyalty program, they develop a sense of ownership and emotional investment in the final product. This direct involvement makes them more likely to understand its value, participate actively, and remain engaged once it launches, as they see their own ideas and feedback reflected in it.

Correct Option:

B. Increased adoption of the loyalty program:
This is the most direct and well-documented outcome of co-creation. Customers who help design a solution are far more likely to adopt and champion it. Their participation builds a sense of ownership and ensures the program is tailored to their actual desires and behaviors, removing barriers to entry and increasing its perceived value from day one.

Incorrect Option:

A. Increased sales of custom footwear:
While this could be a potential long-term indirect result of a successful loyalty program, it is not a direct outcome of the co-creation workshop itself. The workshop is focused on designing the program, not on directly driving sales of an existing product.

C. Increased speed of the design process:
Co-creation can often slow down the initial design phase because it involves more people and consensus-building. Its primary value is not speed but the quality, relevance, and eventual adoption of the solution. It can, however, increase speed later by reducing the need for major revisions after launch.

Reference:
Salesforce Trailhead, "Gain a Shared Understanding": This module discusses collaborative techniques like co-creation. It emphasizes that involving users in the design process leads to solutions that are better suited to their needs, which in turn drives higher engagement and adoption rates—the most direct and valuable outcome of this method.

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"?

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

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

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

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

Summary:
The root cause of churn is a fundamental "disconnect between product features and user needs." This indicates a failure in the initial stages of the product development process, where features were built based on assumptions rather than validated user insights. The solution must bridge this gap by directly involving user-centric thinking in the ideation and definition process.

Correct Option:

C. Facilitate a co-creation workshop to help generate ideas grounded in research insights:
This is the correct course of action. A co-creation workshop brings stakeholders (including product owners, designers, and potentially users) together to generate new ideas directly based on the research insights that uncovered the user needs. This ensures that future features are conceived from a place of deep user understanding, directly addressing the core problem and realigning the product with what customers actually want.

Incorrect Option:

A. Request product owners to envision future state and provide better requirements:
This approach keeps the process isolated within the business and repeats the same pattern that led to the disconnect. It relies on internal envisioning without the crucial step of grounding those ideas in direct user feedback and research, which is what caused the churn in the first place.

B. Clarify requirements and enable quality assurance teams with better acceptance criteria:
This is a solution for improving implementation quality and reducing bugs, not for solving a strategic misalignment with user needs. Clearer requirements will not help if the fundamental features being specified are not what users want. This addresses a symptom of poor process (unclear specs) but not the root cause (misguided features).

Reference:
Salesforce Trailhead, "Gain a Shared Understanding": This module emphasizes collaborative workshops and techniques to ensure everyone on the team, including stakeholders, has a unified and user-centered view of the problem. Co-creation workshops are a primary method for achieving this, ensuring that ideas are generated from a shared foundation of research insights, thereby directly addressing the feature-user need disconnect.

Cloud Kicks has expanded its business recently by offering customizable footwear and the ability to price bv 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?

A. Revenue Cloud

B. Commerce Cloud

C. Marketing Cloud

A.   Revenue Cloud

Summary:
Cloud Kicks' core business need is to empower sales reps to easily handle complex pricing and product configuration during the sales process. This involves managing customizable products, unique customer-specific pricing, and accurately configuring orders. The solution must be tightly integrated with Sales Cloud to streamline the quote-to-cash process for the sales team.

Correct Option:

A. Revenue Cloud:
This is the correct product. Revenue Cloud, specifically built on the Salesforce CPQ (Configure, Price, Quote) platform, is designed precisely for this scenario. It allows sales reps to:

Configure complex, customizable products through a guided interface.

Apply sophisticated Pricing rules, including customer-specific prices.

Generate accurate Quotes quickly and seamlessly within Sales Cloud.

Incorrect Option:

B. Commerce Cloud:
Commerce Cloud is focused on Business-to-Consumer (B2C) and Direct-to-Consumer (D2C) e-commerce experiences. It is built for customers purchasing directly from a website, not for supporting internal sales representatives in a B2B sales process with complex configuration and pricing.

C. Marketing Cloud:
Marketing Cloud is a platform for managing marketing automation, customer journeys, and personalized communication across email, social media, mobile, and advertising. It does not have any capabilities for product configuration, pricing, or quote generation for sales reps.

Reference:
Salesforce Revenue Cloud (CPQ) Official Website: The product is explicitly described as the solution for companies to "configure, price, and quote complex products and services" directly within Salesforce, accelerating sales cycles and ensuring accuracy. This directly aligns with Cloud Kicks' need to help sales reps configure orders easily with customizable options and unique pricing.

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