UX Designer Certification Flashcards
UX Research
“Set of tools and methods that help you understand your
users and needs when developing a project design.
Asks who are the users, what is important to them, &
how they work”
use when planning UX research
Research Plan
“A document that defines the problem you are
researching, figures out which users to study,
figures out a timeline, and determines the approximate
length of your research.”
use when planning UX research study
Components of Research Plan
“Project Scope, Project Timeline, Participant Recruitment List, Project
Research Methods
“
Audience’s Time
“Plan your timeline in a way that your audience research will benefit
your project team’s timelines. Engage with team members and
stakeholders to figure out and communicate any time constraints.”
“it will not help the development team if your findings are not
presented to them before the design and build begins.”
Interview Time
“Plan for about 30-90 minute interview durations. Record interviews or
have a teammate take notes as you might miss something if you are
trying to get all information down while listening. Account for interview
time, as well as buffer time between interviews to do things like use
the restroom or stay hydrated.”
Consider when scheduling interviews
Recruiting Time
“Allow enough time to recruit research interview participants.
Keep these tips in mind: Use analytics to find a list of active users
Have a short study explanation prepared that explains: Do they use it
(the product) fairly frequently? Do they, or will they use it to do their job
more effectively?
“
Consider when recruiting study participants
Research Methods
“A strategy or procedure that you can use to gain insights about your
research problem.”
Behavioral Research Method
Focus on what people do.
Attitudinal Research Method
Focus on what people say.
Qualitative Research Method
“Focus on the “why” and “how”. Use to understand opinions, use cases,
or methods.”
Quantitative Research Method
Tries to figure out “how many?” or “how much?”
Survey Method
“Good for casting a wide net to gather information from large numbers
of participants”
“Card Stacking Activities
Method”
“Good for organizing things into categories. Ex: items in navigation
menu”
Contextual Inquiry Method
“Good for observing a participant in their own environment to better
understand how they work. 4 main parts: Context of user’s actions in
their environment, Development of a master-apprentice relationship
to better understand them, their tasks, and environment, Interpretation
of your observations of the participants, and Focus ( develop an
observation guide with list of tasks/behaviors/areas to observe so focus
isn’t lost)”
Individual Interviews
“Good for getting detailed information from participants and spending
1:1 time getting to know them and how they use your product/service.”
Focus Groups
“Good for learning how your participants respond to your questions in
group settings while noting similarities and differences to how they work
or use your product/service”
Usability Testing
“Good for learning how your participants use your product or service by
measuring tasks or performance.”
Approach Document
“Document that explains the methodologies used and process in which
your research was conducted. Includes a resources section that is filled
out at the end that contains:Participants List: Contains participant’s
names, company, and role.
Questions: What you asked participants during research
Summary of Results: Include any spreadsheets or decks you made
“
Aim of Questions
The intent of your work or what you are trying to figure out.
Scope of Questions
“Defines who you are researching and how you are going to do your
analysis.”
Quick and Dirty Usability Testing
“Ask users what they see being presented to them and what they would
expect to see as they progress through the design process.”
Opening of Questions
“Ask about your user’s work , how they use the product, and general
thoughts on if it’s working for them or not.”
Middle of Questions
“Narrow focus with questions that will drill down on detailed features of
the product or feature you are trying to improve”
“Ex: “Before we go to the next screen, what do you expect to see?
Why?””
Wrap Up of Questions
Ask big questions about user’s overall experience.
“Ex: “How would you rate your experience of x,y,z and why?”
“ If you could change one thing what would it be? Why?””
Hawthorne Effect
“The alteration of behavior in subjects of a study due to their awareness
of being observed.”
Process Mapping
The visual representation of business practices.
Personas
“Salesforce treats their personas like archetypes of our users, viewed
through the lens of the cloud that they use. Character sketches tied to
user’s titles and roles. Take into consideration their role , what features of
he cloud they use, the role’s characteristics and goals, the challenges of
the role, and what tasks they need to perform in the cloud”
Personas for Sales Cloud
Sales Leader, Deal Closer, Data Expert, Pipeline Buster, Trusted Advisor
Personas for Service Cloud:
Case Solver, Expert Agent, Team Leader, Service Admin
Personas for Marketing Cloud:
“Marketing Manager, Strategic Leader, Marketing Specialist,
Designer-Developer, IT Services”
Experience Cloud Personas
Site User, Community Manager, Site Admin, Site Builder
User Stories:
“Describes a specific task or activity using one of your personas.Told from
persona’s perspective, contains one of their top activities, and their
motivations and/or goals. After creating story assign priority to stories by
categorizing them based on value to primary persona, technical difficulty,
and the priority the story has to the client.”
Ex :As A, I want to, So that I
Parallax Effect:
“A visual effect that adds the illusion of depth. Most commonly used when
a web page’s background moves at a slower rate than the foreground.”
Contrast
Differences in two or more elements in a composition
Prototype
A preliminary version of a product or idea that lets stakeholders test UIs
“Salesforce Lightning Design
System (SLDS):”
“helps you build applications with the look and feel of Lightning
Experience without writing a single line of CSS. SLDS is a CSS framework
that gives you access to the icons, color palettes, and font that our
developers use to create Lightning Experience.”
“SLDS offers code blocks for many common UI components like data
tables, tab sets, and cards Can use SLDS and base lightning
components to map each portion of design to components, and plan
for each custom component that needs to be made. Allowing for more
energy and time to go to the implementation.”
Prototype Questions
"When is your deadline? How many features are you testing? What features will be tested? How often do these features need to be reworked? How will the prototype be used?"
Prototype the Salesforce Way
"Determine need Create initial design Develop interactive prototypes Test prototype Assess research results"
Human Centered Design
“A creative approach to solving people’s problems by identifying their needs
and creating solutions that meet their needs.”
“Four Mindsets of Relationship
Design:”
Compassion, Courage, Intention, Reciprocity
“Web Content Accessibility
Guidelines (WCAG):”
“They were developed with the goal of providing a single shared standard for
web content accessibility that meets the needs of individuals, organizations,
and governments internationally.”
“Two types of icons that people
handle differently:”
“Decorative Icons: The user skips over this icon
Informational Icons: Conveys content to the user- not skipped by person
reading the screen”
“Welcome Mat Salesforce
Component”
“A component that provides getting started resources the first time a user
logs into lightning experience”
“Empty State Feature in
Salesforce:”
A feature that replaces a blank section with instructions on next steps
Push Method (User Engagement):
When users may not notice or seek out help, but would benefit from assistance
Pull Method (User Engagement):
When the user is motivated to seek help
Two Types of Salesforce Prompts
Floating and docked
Tree Testing:
“A way of evaluating proposed site structure by asking users to find items based
on the site’s organization and terminology”
Single Variant Test:
Compares only one difference.
Ex: A vs B
Multi Variant Test
Compares more than one difference.
Ex: A vs B vs C
“6 Interaction States For Which
All Designs Must Have
Specifications”
Default, Focus, Hover, Disabled, Pressed , Active
