Place

Customer or

Partner logo in

white area of

slide, centered

Designing for the Salesforce Platform –A UX WorkshopAaron Rich, VP of Operations and Co-founder,

EchoUser

WHY ARE WE HERE?

Use to

introduce a

demo, video,

Q&A, etc. WHAT IS UX?

Any interaction with a product, service, company, or person.

UX MYTHS

• UX is only design

• The ‘genius’ designer

• The ‘unicorn’ designer

• Only designers can design

• UX takes time and is too expensive

• It’s rocket science

• ‘Stealth’ is the way to go

• You can be unbiased (you probably can’t)

SALESFORCE PLATFORM UX TIPS

• Ask the question, “Is there a need for consistency with the Salesforce Platform?”

• Have a good reason to diverge from standards

– Or the power of customization. Use it wisely

– More resources than ever available for customization

• Consumerization of Enterprise

SALESFORCE PLATFORM UX TIPS

• Talk to your users

• Beware of bias

• Iterate and test

• Think to the future

– I.e. Mobile first, wearables

• Context is king

– Go beyond the software

UX PROCESS

Use to

introduce a

demo, video,

Q&A, etc. UX IN PRACTICE

USABILITY INTERVIEW QUESTIONS

• Task-based

– Using this website/app, do X

– Where would you go to find X?

• Describe what you see and your reaction to it

• Anything unclear? Any information missing?

• What does that word mean?

• Do you have any questions before you purchase?

• Is anything out of place in these menus?

• What would you do first?

• What would you expect to see if you clicked?

• Any other feedback for the people designing this page?

ACTIVITY

Scenario:

• You are traveling to Chicago and need a place to stay

November 7th through November 9th. You like to stay at a

locals houses to get great recommendations of what to do.

Task 1:

• Find all available private AirBnB rooms in Chicago between

the price of range of $50 and $75.

Task 2:

• Of the listings you found, how many have a washer and

dryer?

RESEARCH: DISCOVERY

• Strategy

• Customer Journey

• Affinity Diagramming

Does your product concept fit your needs?

RESEARCH: UNDERSTAND

• 1-1 Interviews

• Personas

• Focus Groups

• Competitive Analysis

What do your users need?

RESEARCH: ASSESS

• Usability Testing

• Rapid Iterative Testing and Evaluation (RITE)

• Remote Testing

• Magnitude Estimation Test

• Benchmarking

• Heuristic Evaluations

• Eye Tracking

What do your users need?

DESIGN: DEFINE

• Use Cases and Requirements

• User Flows

• Storyboarding

• Domain Expert Interviews

What are your products requirements and constraints?

DESIGN: CONCEPTUALIZE

• Conceptual Model

• Information Architecture

How can we guide a user to understand your product?

DESIGN: VISUALIZE

• Low to High Fidelity Wireframing

• Prototyping

• Mockups

How should your product look and function?

HOOPLE INTERACTIVE DESIGN

Case study for Hoopla, an AppExchange app

Challenge and Approach

A redesign of the Hoopla admin

panel – the control panel portion

of a SalesForce app that

motivates salespeople.

A design review found UX issues that included hiding information from the user, a

system that was to complex for the majority of users to understand, and a

disconnect between input and visibility.

A comprehensive re-design occurred, and the admin was completely altered to

improve usability and allow a user to manage large numbers of Hoopla players and

easily create channels. The new interface moved away from a ‘database’ model and

to a more user-centric model.

The UX Process

• Phase 1 – Design Review

• Phase 2 – Re-design conceptual design

– Deliverable: Lo-Fi concepts, 3-4 workflows

• Phase 3 – Medium Fidelity Wireframes

w/ Reviews

– Deliverable: Medium fidelity wireframes

• Phase 4 – Lightweight Usability

– Deliverable: 5 participant tests/results

• Phase 5 – High Fidelity Wireframes

– Deliverable: High fidelity wireframe designs

• Phase 6 – HTML/CSS Development

– Deliverable: HTML/CSS templates of key console pages

Final Designs

Final Thoughts-Designing for the Salesforce Platform

• No design is perfect the first time

– Iterate and constantly get feedback!

• Invest time and effort in lower fidelity designs

– Its cheaper to make changes to prototypes and sketches than code

• Don’t reinvent the wheel unless there is a really good reason

– Determine if you have a reason to make the UX different

– If not, use platform standards

– If yes, test and iterate

• People expect better UX in Enterprise now

Questions?

Show FlowDreamforce 2104 Breakout Session Show Flow Template

Notes

Session Title1:30pm session

Presentation Device:

Customer Speaker:

Salesforce Speakers:

Demo Device

Demo Driver:

Deck Owner/Filename:

1:15 PM Doors open

1:30 PM Start

:01 Welcome and Intros

:34 Q&A

:38 Wrap-up, Thank yous and Close

:40 Walking off Stage

Example of an Editable Pie ChartSubtitle is 24 point Arial

• Bullets are set in 24 point Arial

• Limit the number of bullets on a slide

• Try not to go below the recommended

font sizes

• Example of highlighted text

Sales

1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

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Sales Sales2 Sales3 Sales4 Sales5

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3.5

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Example of Editable Bar ChartsChart style and coloring

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Example of a TableTable style and coloring

Device Family Without Screens

Salesforce vs. salesforce.com

• When referring to the Salesforce product, always capitalize the name;

never refer to the product as Salesforce.com, which is the company name

• When referring to the company, use salesforce.com

• Capitalize at the beginning of a sentence, lowercase everywhere else

Use of Salesforce1Do not use the or Salesforce1 before the product, except when referring to Platform (the Salesforce1 Platform,

the Salesforce1 Customer Platform) or Mobile App (the Salesforce1 Mobile App).

Mobile App

Initial capped and preceded by the.

Chatter Mobile is now part of the Salesforce1 Mobile App.

Platform

The Salesforce1 Customer Platform

This is at the brand level. It is initial capped except when locked up with the logo. In copy, it is always preceded by “the.”

The Salesforce1 Customer Platform lets you connect data, apps, devices, and more so you can connect with your customers

in a whole new way. “Customer Platform” is initial capped when used this way.

The Salesforce1 Platform

This is at the product level. It is initial capped except when locked up with the logo. In copy, it is always preceded by “the.”

The Salesforce1 Platform offers the APIs, mobile tools, and more to make it possible to sell from anywhere with the Sales

Cloud, deliver customer service for a connected world with Service Cloud, and create 1:1 marketing with ExactTarget

Marketing Cloud.