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Cert++

  1. Home
  2. Study Resources
  3. Platform Strategy Designer
Resource Pack
·Study Checklist

Platform Strategy Designer

4-Step Path to Passing

  1. 1
    Complete the
    Strategy Designer Trailmix
  2. 2
    Look at the
    Study Checklist
    Every concept you need to know for your exam, available for free to check off as you learn.
  3. 3
    Attempt
    Practice Exams
  4. 4
    Schedule Your Exam

Core Resources

  • Cert++ Practice Exam (1 free exam per cert, then paid)

    Free practice questions for the Platform Strategy Designer exam, with detailed explanations. $10/mo for access to all questions, features, and certifications.

    certplusplus.com

  • Daily Certle Game (3 free questions per day)

    Practice your Salesforce certification knowledge daily with a challenge inspired by Wordle. Good for general design thinking and strategy concepts.

    certplusplus.com

  • Focus on Force (Paid)

    $24 per cert for a year-long license. Check whether they cover this cert before purchasing.

    focusonforce.com

  • Cert Prep: Salesforce Platform Strategy Designer

    The official Salesforce cert prep module with scenarios, flashcards, and exam practice questions for all four topics.

    trailhead.salesforce.com

  • Strategy Designer Trailmix

    Salesforce's curated trailmix linking directly to the recommended modules for each exam topic.

    trailhead.salesforce.com

  • Get to Know Relationship Design Trail

    Relationship design fundamentals, ethics by design, accountability, and ecosystem mapping.

    trailhead.salesforce.com

  • Create Inclusive Collaboration Experiences Trail

    Cross-disciplinary collaboration, inclusive design practices, and effective decision-making for design teams.

    trailhead.salesforce.com

  • Platform Strategy Designer Certification Maintenance (Spring '25)

    Review Salesforce updates to maintain your Platform Strategy Designer certification. Good reading before the exam.

    trailhead.salesforce.com

  • Platform Strategy Designer Exam Guide

    The official exam blueprint from Salesforce with the full list of objectives and topic weights.

    help.salesforce.com

  • Cert++ Discord

    The Cert++ community discord for Salesforce professionals. Exam prep, resource sharing, study groups, and more.

    discord.gg

  • SFXD Discord

    Large Salesforce community discord with channels for designer topics, career advice, and technical help.

    discord.gg

  • r/salesforce

    Salesforce subreddit for discussions, certification tips, and community support.

    reddit.com

  • Salesforce Certification Score Calculator

    Check your exam score based on section results. Estimates your total score from category percentages (community-maintained third-party tool).

    scuvanov.github.io

Exam Overview

From the official exam guide

Questions

65

60 scored5 unscored

Duration

105 min

1h 45m

To Pass

68%

Min. score

Pricing

$200 registration · $100 retake

Delivery

Online proctored or at a testing center

Experience

Recommended experience in design thinking and strategy

Prerequisites

No prerequisites required

Exam Topics

Each topic section shows the topic weight, learning objectives, and links to study resources.

Value Design32%

Challenge statements, problem framing, altitude and scope, success metrics and signals, organizational dynamics, external innovation context, strategic rationale, and ethics and advocacy for users.

  • Given a customer scenario, create an effective challenge statement that pairs a business objective with a user problem, to frame the altitude and scope of a design project.
  • Based on the challenge statement created, identify the metrics and signals that will define success.
  • Given a customer scenario, evaluate how the internal dynamics of the organization might impact your recommendation on the right approach to solving the challenge statement.
  • Given a scenario, explain how key external context for innovation might influence or impact the organization's strategy.
  • Defend the rationale for strategic directions, including how they satisfy business and user needs, and future implications.
  • Given a customer scenario, advocate for ethics and values on behalf of both users and the organization.

Resources

  • Learn Strategy Design

    Challenge framing, research methods, ideation, vision creation, prototyping, go-to-market, and alignment.

    trailhead.salesforce.com

  • Challenge Framing and Scoping

    Framing and scoping a challenge, writing How Might We statements, assembling a diverse team, defining success.

    trailhead.salesforce.com

  • Frame and Scope the Challenge

    Challenge framing importance, altitude and scope selection, the Cloud Kicks challenge scenario.

    trailhead.salesforce.com

  • Create Effective How Might We Statements

    HMW statement structure, uses for reframing, scoping a design challenge, common pitfalls.

    trailhead.salesforce.com

  • Define Success

    Why defining success matters, common evaluation methods, goal-setting best practices, success signals.

    trailhead.salesforce.com

  • Jobs to Be Done Framework for Designers

    Jobs to Be Done framework, job statements, job stories vs. user stories, job altitude, outcome-driven methods.

    trailhead.salesforce.com

  • Discover Your Customers' Jobs to Be Done

    Uncovering customer jobs through discovery, identifying functional and emotional jobs, applying JTBD in design.

    trailhead.salesforce.com

  • Craft Job Statements

    Job statement structure, outcome-driven methods, job stories vs. user stories, job altitude.

    trailhead.salesforce.com

  • Research for Strategy Design

    Role of research in strategy design, planning research, discovery methods, crafting insights, storytelling findings.

    trailhead.salesforce.com

  • Futures Thinking for Strategic Decisions

    Futures approach, anticipating directions of change, imagining future scenarios, shaping strategic choices.

    trailhead.salesforce.com

  • Design as a Social Practice

    Designing beyond the user, ecosystem mapping, champions and detractors, Jobs to Be Done in social contexts.

    trailhead.salesforce.com

  • Inclusive Design

    Inclusive design principles, cycles of exclusion, redefining inclusive designers, product inclusion, future selves.

    trailhead.salesforce.com

  • Ethics by Design

    Ethical design principles, Salesforce Office of Ethical and Humane Use, incorporating ethics into technology.

    trailhead.salesforce.com

  • Values-Driven Design

    Using organizational values to guide design and build decisions, values frameworks in practice.

    trailhead.salesforce.com

  • Learn About Value Design

    Key topics, exam practice questions, and flashcards for the Value Design exam section.

    trailhead.salesforce.com

  • Get Started with Platform Strategy Designer Certification Prep

    Exam overview, logistics, policies, and a starting point for cert prep study.

    trailhead.salesforce.com

Tools and Artifacts23%

Personas, journey maps, UX artifacts, research methods, co-creation facilitation, How Might We reframes, feasibility and desirability and viability trade-offs, and connecting user needs to Salesforce capabilities.

  • Given a business need, connect user needs to high-level Salesforce capabilities.
  • Given a customer scenario, determine the criteria for feasibility, desirability, and viability within a user experience.
  • Given a customer scenario, identify the best methods of co-creation to employ with customers and stakeholders.

Resources

  • User Experience Basics

    UX process overview, design artifacts, personas, journey mapping, prototypes, and project scope.

    trailhead.salesforce.com

  • Create UX Artifacts

    UX artifact types including mapping, wireframes, and prototypes; when to use each kind.

    trailhead.salesforce.com

  • Journey Mapping

    Journey map architecture, customer touchpoints and emotions, phases, cocreation in workshops.

    trailhead.salesforce.com

  • UX Personas for Salesforce

    Salesforce user research personas, how to apply them in discovery, Sales and Service and Experience Cloud personas.

    trailhead.salesforce.com

  • Idea Generation

    Ideation and concepting phases, brainstorming facilitation, dot voting, asynchronous ideation, co-creation.

    trailhead.salesforce.com

  • Strategy Design Prototyping

    Prototyping considerations, types of prototypes for strategy design, planning and presenting findings.

    trailhead.salesforce.com

  • Relationship Design

    Relationship design principles, building better customer and community relationships through design.

    trailhead.salesforce.com

  • Relationship Design for UX Strategy

    Applying relationship design to UX strategy, value through relationships, optimization and scale.

    trailhead.salesforce.com

  • Sustainable Design

    Design principles for strengthening business and society relationships, long-term accountability in design.

    trailhead.salesforce.com

  • Adopt a Designer's Mindset

    Full designer trail covering human-centered design, UX basics, journey mapping, research, and strategy.

    trailhead.salesforce.com

  • Salesforce Designer: Quick Look

    Overview of Salesforce designer roles, skills needed, and the strategy vs. UX designer distinction.

    trailhead.salesforce.com

  • Study Up on Tools and Artifacts

    Key topics, exam practice questions, and flashcards for the Tools and Artifacts exam section.

    trailhead.salesforce.com

Intangible Deliverables26%

Alignment strategies, stakeholder relationships, champions and detractors, organizational dynamics, presentation and storytelling techniques, executive communication, and cross-discipline facilitation.

  • Given a scenario, craft a strategy to create alignment.
  • Given evolving internal dynamics, identify the key relationships needed to solve the challenge statement.
  • Given an audience description, identify the best presentation techniques for communicating a vision.
  • Given a scenario, utilize the tools for productive cross-discipline collaboration.

Resources

  • Alignment as a Strategic Craft

    Achieving alignment during design, when alignment matters, assessing starting points, decision-making.

    trailhead.salesforce.com

  • Learn Why Alignment is Key

    What alignment means in design strategy, executive sponsor dynamics, benefits and risks of misalignment.

    trailhead.salesforce.com

  • Gain Alignment

    Key moments to ensure alignment, assessing starting conditions, creating conditions for agreement.

    trailhead.salesforce.com

  • Make Decisions and Resolve Conflicts

    Decision-making and prioritization frameworks, conflict resolution techniques during the design process.

    trailhead.salesforce.com

  • Learn About Ecosystem Mapping

    Ecosystem mapping technique, identifying champions and detractors, mapping stakeholder relationships.

    trailhead.salesforce.com

  • Storytelling and Communication

    Storytelling for meetings, communications, and presentations; compelling narratives for stakeholder audiences.

    trailhead.salesforce.com

  • Cross-Disciplinary Collaboration

    Benefits of cross-disciplinary teams, relationship design and inclusive collaboration practices.

    trailhead.salesforce.com

  • Effective Decision-Making

    Inclusive decision-making practices, influence strategies, tools for objective analysis, shared purpose.

    trailhead.salesforce.com

  • Strategies for Presenting to Executive Audiences

    Executive presentation preparation, structure and delivery, adapting message for leadership audiences.

    trailhead.salesforce.com

  • Build Soft Skills to Succeed as a Salesforce Partner

    Stakeholder alignment, change management, executive communication, and collaboration on delivery projects.

    trailhead.salesforce.com

  • Tell Your Story with Feeling

    Persuasive storytelling for design research, knowing your audience, champion-problem-mission structure.

    trailhead.salesforce.com

  • Accountability in Design

    Building social and business accountability into design, demonstrating value through design decisions.

    trailhead.salesforce.com

  • Explore Intangible Deliverables

    Key topics, exam practice questions, and flashcards for the Intangible Deliverables exam section.

    trailhead.salesforce.com

Leveraging Adjacent Roles/Skills19%

Implementation roadmaps, vision-to-solution handoffs, technical and business capabilities, design-to-build team collaboration, skill infusions, and bridging design intent through delivery iterations.

  • Given an aligned vision, create a roadmap for implementation that is feasible and holds true to the vision in every iteration.
  • Given a scenario, determine the technical and business capabilities that underpin the delivery of vision to solution.
  • Given a scenario of disparate business and technical deliverables within a design/build team, facilitate productive collaboration.
  • Given a scenario, determine the knowledge and skill infusions needed in the creation of a vision.

Resources

  • Get to Know the Salesforce Designer Role

    Strategy designer vs. UX designer comparison, collaboration patterns, and role responsibilities on delivery teams.

    trailhead.salesforce.com

  • Go-to-Market Planning

    Product roadmapping, stakeholder alignment, go-to-market strategy, and deployment trade-offs.

    trailhead.salesforce.com

  • Partner on the Product Roadmap

    Roadmapping best practices, mapping the path forward, balancing vision and delivery constraints.

    trailhead.salesforce.com

  • Strategic Vision Creation

    Generating and narrowing solution concepts, creating a project vision that guides delivery iterations.

    trailhead.salesforce.com

  • Relationship Design at Scale

    Using technology responsibly to scale relationships, preserving relationship intent at scale.

    trailhead.salesforce.com

  • Salesforce Business Analyst: Quick Look

    Business analyst role overview, discovery skills, and collaboration with designers and delivery teams.

    trailhead.salesforce.com

  • Get Started as a Salesforce Business Analyst

    BA skills for effective business partnership, discovery, process mapping, and cross-discipline collaboration.

    trailhead.salesforce.com

  • Innovation Basics

    Cultivating innovation behaviors, building and leading an innovation team, igniting organizational change.

    trailhead.salesforce.com

  • Innovation Solution

    Crafting a solution story, building a business case, implementation planning, roadmap to success.

    trailhead.salesforce.com

  • Innovation Ideation and Prototyping

    Team ideation, idea prioritization, minimum loveable product, rapid prototyping, pitching to stakeholders.

    trailhead.salesforce.com

  • Innovation Project Definition

    Framing a challenge for innovation, imagining a headline from the future, crystallizing vision into a V2MOM.

    trailhead.salesforce.com

  • Leverage Adjacent Roles and Skills

    Key topics, exam practice questions, and flashcards for the Leveraging Adjacent Roles exam section.

    trailhead.salesforce.com

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