Driving Sales Cloud Innovation Through UX Design Principles: Sales Cloud Innovation Driven by UX Design Principles

Enhancing user experiences and driving innovation within Sales Cloud relies on the fundamental principles of UX design. The core philosophy revolves around understanding users’ needs and ensuring simplicity as the default, allowing for increased trust and success. Here’s how three foundational UX design principles guide the product design team at Salesforce:

  • Meet People Where They Are:
    • Example: Sales Cloud Everywhere, a browser plugin, allows CRM data access outside Salesforce’s app, recognizing users’ varied work contexts.
    • By meeting users outside the application, common tasks become more accessible and frictionless, eliminating unnecessary logins for routine updates.
  • Low Walls, High Ceilings:
    • Example: Sales Performance Management offers quick-start templates for new users (low walls) and advanced configuration options (high ceilings).
    • This principle extends to features like Pipeline Inspection, providing a summarized view for quick insights (low walls) while allowing deeper data exploration for advanced users (high ceilings).
  • Biased Towards Simplicity:
    • Example: Simplifying territory planning for sales reps through an intuitive map interface, offering data-backed simplicity without overwhelming users.
    • This kindness to users is reflected in features like map visualization, providing a meaningful way to capture and understand extensive data effortlessly.

UX Design in Action:

  • Sales Cloud’s approach focuses on the actual functionality and usability of products, ensuring they not only look good but also work seamlessly.
  • Sales Cloud Everywhere illustrates the shift from making bold assumptions about user behavior to understanding and adapting to users’ real-world habits.
  • The Sales Performance Management and Pipeline Inspection examples demonstrate the balance between simplicity and complexity, catering to both novice and advanced users.

The principles of meeting users where they’re at, maintaining low walls and high ceilings, and favoring simplicity are integral to Sales Cloud’s UX design philosophy. By adhering to these principles, Sales Cloud strives to build confidence among users, fostering a collaborative approach to developing innovative and user-friendly products.  Sales Cloud administrators need to operate with the same thought process.

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