How to create a customer-facing app designed to streamline the setup process for Salesforce products. This involves curating content journeys tailored to different levels of a customer’s experience, ensuring a user-friendly and guided onboarding process.
Led the design of a self-service portal designed to guide customers on their Salesforce onboarding journey using curated hand-picked content and use cases tailored to expedite their progress toward achieving business goals, including the following features:
Adopted a card-based approach to address specific use cases for each product, systematically organized into various phases through a tabbed secondary navigation. Introduced a tertiary card design to display additional related products below.
Every use case screen features a set of interconnected resources spanning across different Salesforce properties. Specific design treatments were created for related events, and seamlessly integrated into screens using micro front ends (MFEs) sourced from the events calendar and Success Insider email journeys.
Delivered screens and showcased functionality to the project team, including developers and engineers. Collaborated closely with accessibility teams to ensure compliance with accessibility standards and actively participated in hand-off sessions for the build and testing phases. This comprehensive approach ensures a smooth transition from design to implementation while prioritizing accessibility and functionality.
Championed cross-functional collaboration to craft the user experience and define the vision for the application, as follows:
“How can I efficiently access the resources tailored to my specific business use case?”
The success of Salesforce customers is contingent on their ability to swiftly overcome challenges and achieve their goals. How can we expedite the provision of support to administrators, ensuring a quick onboarding process for everyone in their company?
EVP, VPs, Product Managers, Directors, C-Suite level Executives, Success Managers, Product Subject Matter Experts, Data team, Development team,
and Business Technology.