Post on 09-Jul-2015
description
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
0
1
2
3
4
5
6
7
8
9
10
1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Sales Sales2 Sales3 Sales4 Sales5
Example of an Editable Line ChartSubtitle is 24 point Arial
4.3
2.4
2
3
3.5
2
0
1
2
3
4
5Chart Title
Series 1 Series 2 Series 3 Series 4 Series 5 Series 6
Example of Editable Bar ChartsChart style and coloring
4.3
2.4
2
3
3.5
2
0
1
2
3
4
5Chart Title
Series 1 Series 2 Series 3 Series 4 Series 5 Series 6
Column title Column title Column title Column title
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
Example of a TableTable subtitle
Column title Column title Column title Column title
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00
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.