Salesforce Lightning Workflows

The site covers three of many efforts I worked on Salesforce Lightning platform as a UX consultant with State Farm Insurance. To comply with the non-disclosure agreement, the work samples will be available on request.

I was responsible for designing experience of features within the CRM flow to increase adoption and productivity for sales and service associates. 

During 2.5 years, I was the UX Designer for multiple different efforts that were built on Salesforce CRM platform, Financial Services Cloud, and Community platform. I have listed the three most important efforts at Enterprise level.

I partnered with Enterprise Researcher to leverage existing user research or initiate new research study, and conduct usability tests to understand user feedback, everything on the research side that was necessary to inform workflow designs. I also conducted usability test for one of the efforts, analyzed data, and created recommendation report. Created user flows, information architecture, experience architecture, generate ideas, create wireframes, and prototypes, were some of the responsibilities.

My main focus was to understand the Lightning platform so that I can design the out of the box (OOTB) experiences limiting the need for custom component development.