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This User Interface Design course complements the new Salesforce certification: Salesforce Certified User Experience (UX) Designer covering the Declarative Design (27% of the assessment).

Delight your users with pages that are clean, clutter free and easy to navigate by completing the activities in this course. Use the step by step instructions or follow the 175 minutes of video content.

There are many other topics you need to study to prepare for this certification, see the User Experience Designer – Exam Resources at the end of the course for additional material that covers much of the remaining content.

What did others say?

***** EXCELLENT COURSE! Truly enjoyed refreshing my skills to build a better user experience using dynamic forms and dynamic actions… great quick tips and reminders! Thanks for the hands-on UX practice! – Conni, June 2024

***** I love the course. It provides over 20 features to change the UI for users that involve no coding, which will benefit a company monetarily. – Constance, May 2024.

***** This course was easy to follow and well-instructed. I liked having the option of either following the video or reading through instructions myself. The videos helped if the instructions were not clear. I felt much less nervous about UX in Salesforce than I did at the start of the course and feel the complexities of UX within SF are much more manageable than anticipated. – Rosey, October 2023

Who is this Course For?

User Interface Design is for Salesforce Administrators that want to improve the User Interface experience for their users. To make pages load faster, for users to be able to navigate easier and for information to be easier to find. By applying the techniques in this course, your users will hate Salesforce less and love you as the admin.

I’ve put together everything I know into this course to equip you with the skills to design awesome Apps, Home Pages and Lightning Record Pages.

  • Delight your users with pages that are clean, clutter free and easy to navigate.
  • Only display fields when they are needed – less is more!
  • Provide on-screen assistance to guide users through new or complex processes.
  • Make data entry a breeze, not a chore.
  • Utilize Dynamic Actions and Dynamic Forms to display the right information at the right time
  • Display related data to give a 360-degree view of the customer

Are there any prerequisites?

There are no prerequisites. Being a Certified Administrator will certainly help but is not required.

What does the Course Cover?

Here’s a snapshot of the topics we cover:

  • Branding, Menus and Home Pages
  • List Views, Kanban Views and Split Views
  • Page Layouts, Compact Layouts
  • Lightning Record Pages, templates, tabs, component Visibility
  • Dynamic Actions and Dynamic Forms
  • Adding Path, Guidance, In-App Guidance and Confetti to Record Pages
  • Adding Duplicate Notifications to Record Pages
  • Adding Activities, Rich Text, Twitter, Charts to Record Pages
  • Adding Custom Components, Flows, Quick Actions to Record Pages
  • Dynamic Related Lists and the Utility Bar
  • A Project Plan to implement these features in your org
  • Exam Resources and Helpful Blogs

Note: All prices are in US Dollars

Course Content

User Interface Customization
01. Getting Started
3 Topics
1 Quiz
01.1 Quick Introduction
01.2 Course Introduction Video
01.3 Start with a new Developer Org
UI Lesson 1 Quiz
02. Apply Branding to your org
1 Topic
1 Quiz
02.1 Customize the colors and logo
UI Lesson 2 Quiz
03. App Menu Layout
3 Topics
1 Quiz
03.1 The Sales App Menu – before we start
03.2 Reorder the Apps
03.3 Reorder the Tabs
UI Lesson 3 Quiz
04. Home Pages
2 Topics
1 Quiz
04.1 The Home Page – Before We Start
04.2 Rearrange the Home Page
UI Lesson 4 Quiz
05. List Views
5 Topics
1 Quiz
05.1 Customize All Records
05.2 Customize Recently Viewed
5.3 Sort List Views
05.4 Configure the Kanban View
05.5 Configure the Split View
UI Lesson 5 Quiz
Lightning Record Page Customization
06. Page Layouts
4 Topics
1 Quiz
06.1 Account Page Layout – Before we Start
06.2 Editing the Account Page Layout
06.3 Remove unwanted fields from the Account Page Layout
06.4 Related Lists
UI Lesson 6 Quiz
07. Compact Layouts
1 Topic
1 Quiz
07.1 Create a new Compact Layout
UI Lesson 7 Quiz
08. Lightning Record Page Templates
1 Topic
1 Quiz
08.1 Templates available for selection
UI Lesson 8 Quiz
09. Lightning Record Page Editing
4 Topics
1 Quiz
09.1 What is a Lightning Record Page?
09.2 Edit the Account Lightning Record Page
9.3 Comfy or Compact Pages?
9.4 Change Related List Loading
UI Lesson 9 Quiz
10. Tabs
1 Topic
1 Quiz
10.1 Adding Tabs to the page
UI Lesson 10 Quiz
11. Component Visibility
1 Topic
1 Quiz
11.1 Apply Visibility to a component
UI Lesson 11 Quiz
12. Dynamic Actions
1 Topic
1 Quiz
12.1 Change Account to Dynamic Actions
UI Lesson 12 Quiz
13. Dynamic Forms & Highlights
6 Topics
1 Quiz
13.1 Create a Custom Object
13.2 Add a related Charity Record
13.3 Add a Tab for the new object
13.4 Create a Dynamic Form
13.5 Dynamic Highlights
13.6 Conditional Formatting
UI Lesson 13 Quiz
14. Path, Guidance & Confetti
2 Topics
1 Quiz
14.1 Create a Path for Opportunity
14.2 Enable Guidance and Confetti
UI Lesson 14 Quiz
15. In-App Guidance
1 Topic
1 Quiz
15.1 Add In-App Guidance for Opportunities
UI Lesson 15 Quiz
16. Duplicate Notifications
1 Topic
1 Quiz
16.1 Add Duplicate Notifications Component
UI Lesson 16 Quiz
17. Activities
1 Topic
1 Quiz
17.1 Add/change the Activities component
UI Lesson 17 Quiz
18. Rich Text
1 Topic
1 Quiz
18.1 Add a Rich Text component to a record page
UI Lesson 18 Quiz
19. Twitter
1 Topic
1 Quiz
19.1 Add a Twitter component to a record page
UI Lesson 19 Quiz
20. Charts
2 Topics
1 Quiz
20.1 Create a report with a Chart
20.2 Add a Chart to a record page
UI Lesson 20 Quiz
21. Custom Components
2 Topics
1 Quiz
21.1 Install the Lightning Message Utility
21.2 Add the Lightning Message Utility to a record page
UI Lesson 21 Quiz
22. Adding Flows
2 Topics
1 Quiz
22.1 Create a simple screen flow
22.2 Add a Screen Flow to a record page
UI Lesson 22 Quiz
23. Quick Actions
1 Topic
1 Quiz
23.1 Add a Quick Action to a record page
UI Lesson 23 Quiz
24. Dynamic Related List
1 Topic
1 Quiz
24.1 Add a Dynamic Related List to a record page
UI Lesson 24 Quiz
25. Utility Bar
1 Topic
1 Quiz
25.1 Adding a Utility Bar to a record page
UI Lesson 25 Quiz
Review
26. Final Review
1 Topic
26.1 Review the results of the UI Makeover
27. New Features
3 Topics
Salesforce Indicators
Tabs – Conditional Visibility
Blank Space
28. Final Project
Exam Resources
29. User Experience Designer – Exam Resources
7 Topics
28.1 User Experience Designer Exam Details
28.2 Discovery
28.3 UX Fundamentals
28.4 Human Centered Design
28.5 Declarative Design
28.6 Testing
28.7 Salesforce Lightning Design System (SLDS)
Feedback
30. User Experience Designer – Helpful Blogs
1 Topic
29.1 Helpful Blogs for the UX Designer Exam
Certificate
Course Feedback
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