As a UI designer at salesforce I am responsible for converting complex business requirements into interactive prototypes and ensuring the successful and timely release of useful, user-friendly, visually appealing features. To do this I collaborate closely with project managers, usability analysts, visual designers and developers in an agile environment.
- Worked with marketing to create compelling demos for Dreamforce keynotes and press and analyst briefings
- Managed demo creation for my team's booth at Dreamforce
- Wrote a prototyping resources page on the team wiki with tutorials on how to use frameworks such as jQuery and extJS
- Served as onboarding mentor for a Lead Designer
With the new report builder users no longer have to go through a 7-step wizard to see if they configured their report correctly. Simply drag and drop fields into the preview pane to view your report as you build it. Add filters, groupings, summaries and change the report format all without leaving the page.
This feature was one of the biggest hits of Dreamforce ‘09 (watch the keynote demo) and marks the first step towards making analytics a first-class product for salesforce. Click on the image on the right to watch a detailed walkthrough of the interactive prototype.
In 2009 I joined the Workflow team to move the Approval Process feature from a traditional text-based UI to a new graphical view that would help administrators understand their processes better. That year we launched the Process Visualizer which allowed users to navigate, search and print their processes in a diagram format.
In 2010 salesforce acquired a company that allowed users to create generic processes in a drag-and-drop environment. I designed an interactive demo that showed how their technology will be merged with ours to create a unified process management center on the salesforce platform. The demo was shown at press and analyst briefings and was picked up by TechCrunch amongst other outlets. Watch the demo here.
Opportunity Genius is a patent-pending feature that finds deals with matching fields and ranks them by relevance. Hover over a record to highlight matches and bookmark the most relevant deals so you can reach out to the reps who closed them.
This was the first "genius" feature to find similar content and was at the center of the Spring 09 marketing campaign. We are planning on bringing it to other objects in the near future.
