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Strategy Designer (Strategy-Designer)
The Salesforce Certified Strategy Designer exam validates an associate‑level professional’s ability to craft and implement strategy fundamentals, customer experience, organizational design, innovation, and measurement frameworks within Salesforce solutions.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
Mid‑career consultants, business analysts, or solution architects who have 2–5 years of experience designing Salesforce‑based business strategies benefit from this certification. They seek to formalize their expertise in aligning strategy with customer experience, organizational structures, innovation pipelines, and measurable value, positioning themselves for higher‑impact advisory roles.
What's Covered
1
Domain 1: Strategy Fundamentals
2
Domain 2: Customer Experience Strategy
3
Domain 3: Organizational Design
4
Domain 4: Innovation Strategy
5
Domain 5: Measurement and Value
6
Domain 6: Stakeholder Strategy
7
Domain 7: Implementation Strategy
8
Domain 8: Ecosystem Strategy
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
64 learning goals
1
Domain 1: Strategy Fundamentals
2 topics
Design Strategy
- Apply strategic design frameworks including double diamond design sprint and systems thinking for Salesforce transformation projects
- Apply stakeholder analysis techniques including power-interest mapping influence assessment and coalition building for alignment
- Analyze organizational context including culture readiness and constraints to identify strategic design opportunities and risks
- Design transformation strategies establishing vision principles and phased roadmaps for Salesforce-driven organizational change
Business Architecture
- Apply business architecture frameworks including capability mapping value stream analysis and operating model design
- Apply business process optimization including automation opportunity identification workflow streamlining and efficiency measurement
- Analyze business architecture to identify capability gaps redundancies and optimization opportunities for Salesforce solution design
- Design target-state business architectures aligning Salesforce capabilities with organizational strategy and competitive positioning
2
Domain 2: Customer Experience Strategy
2 topics
Journey Strategy
- Apply customer journey strategy techniques including experience mapping touchpoint design and moment-of-truth identification
- Apply cross-channel experience design including digital physical and conversational touchpoints for unified customer journeys
- Analyze customer experience data to identify strategic opportunities for differentiation and competitive advantage through design
- Design customer experience strategies establishing journey visions channel orchestration and personalization frameworks for engagement
Service Design
- Apply service design methods including service blueprinting ecosystem mapping and value proposition design for Salesforce solutions
- Apply ecosystem design techniques including partner integration stakeholder coordination and platform strategy for value creation
- Analyze service delivery to identify systemic improvement opportunities spanning technology process and organizational dimensions
- Design service ecosystems establishing platform strategies partner models and value exchange frameworks for sustainable growth
3
Domain 3: Organizational Design
2 topics
Change Strategy
- Apply change management frameworks including ADKAR Kotter and organizational readiness assessment for Salesforce transformations
- Apply organizational design techniques including team structure role definition and capability development for transformation
- Analyze organizational dynamics to identify resistance patterns enablers and leverage points for effective change implementation
- Design change strategies establishing phased adoption plans resistance mitigation and capability development for transformation
Governance Strategy
- Apply governance design including decision rights accountability structures and escalation frameworks for Salesforce programs
- Apply steering committee design including charter creation cadence planning and metric tracking for program governance
- Analyze governance effectiveness to identify decision bottlenecks authority gaps and accountability issues for improvement
- Design governance frameworks establishing review boards decision processes and accountability structures for sustained alignment
4
Domain 4: Innovation Strategy
2 topics
Technology Strategy
- Apply technology assessment techniques including platform evaluation capability mapping and integration architecture for planning
- Apply Salesforce roadmap analysis including release features deprecation impacts and emerging capabilities for strategic planning
- Analyze technology landscape to identify innovation opportunities emerging platform capabilities and competitive differentiation potential
- Design technology innovation strategies establishing adoption roadmaps experimentation frameworks and capability development plans
Digital Transformation
- Apply digital transformation frameworks including maturity assessment capability prioritization and value realization tracking
- Apply transformation measurement including digital maturity scoring capability benchmarking and value delivery metrics for tracking
- Analyze transformation progress to identify capability gaps acceleration opportunities and investment priorities for maximum impact
- Design digital transformation roadmaps establishing multi-year phasing capability sequencing and value realization milestones
5
Domain 5: Measurement and Value
2 topics
Value Frameworks
- Apply value measurement frameworks including balanced scorecard OKR and value stream analysis for Salesforce investment justification
- Apply ROI calculation techniques including cost modeling benefit quantification and payback analysis for business case development
- Analyze value delivery to identify measurement gaps attribution challenges and improvement opportunities for investment optimization
- Design value realization frameworks establishing metric definitions tracking mechanisms and reporting cadences for accountability
Strategic Metrics
- Apply strategic metric design including leading indicators lagging indicators and predictive measures for transformation tracking
- Apply dashboard design for strategic metrics including executive views operational detail and trend analysis for decision support
- Analyze strategic metric trends to identify transformation trajectory changes acceleration opportunities and course corrections
- Design strategic measurement systems establishing KPI hierarchies threshold definitions and automated alerting for oversight
6
Domain 6: Stakeholder Strategy
2 topics
Executive Alignment
- Apply executive communication techniques including strategic narrative development value proposition framing and vision articulation
- Apply executive briefing design including insight synthesis recommendation formatting and decision framework presentation
- Analyze executive stakeholder dynamics to identify alignment gaps competing priorities and influence opportunities for strategy
- Design executive alignment programs establishing communication cadences narrative frameworks and decision support for buy-in
Cross-Functional Alignment
- Apply cross-functional coordination techniques including shared objective setting joint planning and interdependency management
- Apply workshop facilitation including strategic alignment sessions design sprints and collaborative decision making for teams
- Analyze cross-functional dynamics to identify coordination failures information gaps and collaboration opportunities for improvement
- Design cross-functional governance establishing shared metrics joint review processes and collaborative planning for organizational alignment
7
Domain 7: Implementation Strategy
2 topics
Roadmap Design
- Apply roadmap design techniques including capability sequencing dependency mapping and milestone planning for transformation programs
- Apply phased implementation planning including quick win identification complexity sequencing and resource optimization for delivery
- Analyze roadmap progress to identify schedule risks resource constraints and scope adjustments for transformation program management
- Design adaptive roadmaps establishing decision points pivot criteria and contingency plans for resilient transformation execution
Risk Strategy
- Apply risk assessment techniques including likelihood-impact analysis scenario planning and mitigation strategy development
- Apply risk monitoring including early warning indicators contingency activation and stakeholder communication for risk management
- Analyze risk patterns to identify systemic vulnerabilities and recommend strategic risk mitigation for transformation resilience
- Design risk management frameworks establishing assessment cadences mitigation portfolios and escalation protocols for programs
8
Domain 8: Ecosystem Strategy
2 topics
Platform Strategy
- Apply Salesforce platform strategy including multi-cloud planning AppExchange evaluation and build-versus-buy decision frameworks
- Apply platform evolution planning including technical debt management upgrade strategies and feature adoption for sustainability
- Analyze platform ecosystem to identify consolidation opportunities integration rationalization and cost optimization strategies
- Design platform evolution strategies establishing multi-year plans technology lifecycle management and investment prioritization
Partner and Vendor Strategy
- Apply partner evaluation frameworks including capability assessment cultural fit and engagement model design for ecosystem building
- Apply vendor management techniques including SLA definition performance monitoring and relationship governance for partnerships
- Analyze partner ecosystem to identify capability gaps collaboration opportunities and strategic partnership potential for growth
- Design partner strategies establishing engagement models governance frameworks and value exchange mechanisms for ecosystem health
Scope
Included Topics
- Salesforce Certified Strategy Designer exam topics.
Not Covered
- Custom Apex/LWC development.
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