Salesforce

Salesforce faces the challenge of fragmented design systems shared by all large organizations. They strive to improve consistency and usability across their extensive online ecosystem.

THE CHALLENGE

Salesforce recently reached out for help with two design initiatives: to improve its component-level design system for both its websites/products and to rationalize its content hierarchy and taxonomy.  At the component-level the challenge began with building a consistent system around content cards, expandable content, and form display.  For content, the design exploration began with rethinking the Salesforce blog.

The card design system explored a variety of card formats for mobile and desktop with variations on expandable content formats. Visual design by projekt202.

THE SOLUTION

The component-level system required a comprehensive review of existing card and form formats in use across the Salesforce ecosystem.  From this review, a series of concepts were developed, prototyped, and user tested.  In particular, this system had to support expandable formats so that users could get more information or complete forms in-line. The system also had to be applicable across the wide variety of content needs published by Salesforce.

The blog design project leveraged the thinking around content cards and hierarchy findings.  It required a flexible system of card formats and content types that would allow content creators to build editorial, promotional, and content listing pages. Additionally, this project involved proposing navigational and filtering systems reflecting Salesforce’s thinking about content categories they wish to “own” such as Artificial Intelligence, Future of Work, and Digital Transformation.

The forms design exercise explored multiple forms formats for both desktop and mobile including step-wise form layouts. Visual design by projekt202.

ROLE

UX strategy/design @ projekt202

ACTIVITIES & DELIVERABLES

Comparative reviews, UX concepts, user testing prototypes and findings