Salesforce Strategy Design: Additional Resources

The Salesforce Strategy Design certification is rightfully getting a lot of attention since it was announced at TDX '22. This cert expands the definition of what it means to do Discovery for Salesforce initiatives: from simply “gathering requirements” to deeply understanding the customer problem space and systematically hypothesizing & testing possible solutions.

For folks that are interested in going deeper into some of the Strategy Design topics, I've curated a few resources below. While none of these are necessary for passing the Strategy Design cert exam (the exam prep trailmix or even the shorter Salesforce Strategy Design Career trailmix is great for that), they may be useful for continuing your learning path in Strategy Design.

1. Modern Product Discovery

• Introduction to Modern Product Discovery a talk by Teresa Torres
• Continuous Discovery Habits by Teresa Torres
• Opportunity Mapping by Teresa Torres
• Silicon Valley Product Group
• Fearless Product Leadership Podcast by Hope Gurion
• John Cutler on Twitter

2. Outcomes

• Objectives & Key Results course (online course) by Jeff Gothelf
• OKR resources by Christina Wodtke
• Outcomes Over Outputs by Joshua Seiden
• Outcome Driven Roadmaps by Alice Newton Rex
• Outcomes Based Service Mapping by Marie Cheung
• Impact Mapping by Gojko Adzic

3. Understanding Users

• Kathy Sierra: Making Users Awesome
• Awkward Silences: a podcast about user interviews and research

4. Organizational Development and Inclusive Design

• Whiteness At Work - a course that helps organizations disrupt white dominant culture, repair harm, and build something new. by Desiree Adaway, Ericka Hines and Jessica Fish
• Creativity, Liberation and Fountain Pens - Desiree Adaway
• Challenging Oppression in Company Cultures - Desiree Adaway on the Coaching Habit Podcast
• Designing for Equity and Inclusion by Jacquelyn Iyamah

5. Jobs To Be Done

• Build Products That Solve Real Problems with this Lightweight JTBD Framework: by Sunita Mohanty, Product Lead at Meta
• The Circuit Breaker: a podcast about Jobs To Be Done (JTBD) by The ReWired Group, hosted by Bob Moesta and Greg Engle
• Struggling Moments and Customer Progress interview with Bob Moesta and Amy Jo Kim
• Demand Side Sales by Bob Moesta
• JTBD.info: a blog about Jobs To Be Done by Alan Klement
• Intercom Blog

6. Prototyping

• Screen Mockup and Wireframe Tools by Ashish Agarwal
• Prototyping UX Solutions in Salesforce with Playgrounds and Lightning Web Components Pluralsight course by Barry Hughes and Don Robins
• Trailhead: UX Prototyping Basics
• Trailhead: Design Strategy Prototyping

7. Agile and IT Delivery

• Becoming More Agile Whilst Delivering Salesforce by Ines Garcia
• Lean Enterprise: How High Performing Organizations Innovate at Scale by Jez Humble, Joanne Moleskin, Barry O'Reilly
• Talks by Jez Humble: Agile Won't Scale, Principles of Lean Product Management
• Horizontal IT is why you can't be Agile by Jeff Gothelf

8. User Stories and Requirements

• User Story Mapping - resources by Jeff Patton
• The Art of Discovery - webinar by Pallavi Agarwal
• Requirements are Actually Assumptions Lean UX talk by Jeff Gothelf ("requirements are actually assumption" section begins at 7:18).

9. Salesforce

• What is Strategy Design & Why Does It Matter? by Denise Burchell
• Salesforce UX (Phoenix User Group presentation) by Asterisk Loftis
• Designing the Designer Role by Adam Doti

10. Career Development

• Gaining confidence quickly, a story of product manager progression by Osaseri Guobadia
• Angela Conway: My Unconventional Path to Becoming a Salesforce Designer