Leveraging Adjacent Roles/Skills19% of the exam
Research, ethics, accessibility and adoption infusions
Which outside knowledge a vision needs and when to bring it in: internal and desk research, the questions and methods for primary research, role-based ethical questions when roles are missing, accessibility champions, VPATs and inclusive research, and the training, communication and sponsor support that drive adoption.
Given a scenario, determine the knowledge and skill infusions needed in the creation of a vision.
~8 min read · 14 practice questions ·
What the exam expects
- Plan internal research (who to involve, including maintainers) and desk research (judging reports, studying analogous industries) before primary research.
- Brainstorm what the team still needs to know, including embedded expertise and technical constraints, and match question types to quantitative or qualitative methods.
- Bring role-specific ethical questions into an AI vision, even when roles are missing, and bring in a user researcher when customer values were assumed.
- Infuse accessibility expertise through a champion, a correct reading of VPATs, and accessible, inclusive research.
- Build adoption expertise into the vision: training strategy, phased communication plan, early adopters and an engaged sponsor.
- Key terms: desk research (background gathered from outside sources before primary research); qualitative methods (for "why" and "how does it feel" questions); accessibility champion (any role acting as liaison to accessibility experts); VPAT (Voluntary Product Accessibility Template); communication plan (messages timed pre-launch, launch and post-launch).
Key facts
Adjacent experts named in the exam guide
- Detail
- Visual identity (brand, at key moments), business (viability), technology (feasibility)
Internal participants to consider
- Detail
- Decision-makers, influencers, sponsors, builders, marketers, knowledge-holders, maintainers
External reports
- Detail
- Trust the source, judge findings, turn doubts into customer questions
Missing ethical roles
- Detail
- Wear multiple hats; seek external expertise
Assumed customer values
- Detail
- Reach out to a user researcher
VPAT
- Detail
- Point-in-time statement, no guarantee
Key to adoption
- Detail
- Answering "What's in it for me?"
Sponsor engagement
- Detail
- Throughout deployment, not just at the beginning
Sources for this section (7)
- Platform Strategy Designer Exam Guidehelp.salesforce.com (opens in a new tab)
- Analyze and Narrow Solution Conceptstrailhead.salesforce.com (opens in a new tab)
- Assemble a Diverse Project Teamtrailhead.salesforce.com (opens in a new tab)
- Plan Initial Project Researchtrailhead.salesforce.com (opens in a new tab)
- Understand the Ethical Use of Technologytrailhead.salesforce.com (opens in a new tab)
- Champion Accessibility at Your Companytrailhead.salesforce.com (opens in a new tab)
- Create Your Training Strategy and Communication Plantrailhead.salesforce.com (opens in a new tab)
- Why should a team look inside the organization before primary research?
- When should desk research map competitors' offerings and messages?
- Which tools does the page name for auditing a product after receiving its VPAT?
- What belongs in post-launch communication?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Strategy Designer pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 17 lessons of the Platform Strategy Designer guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (14 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Choose guide-only, practice-only, or save $4 with both