Case Study

Page Layout Editor

Salesforce

Before
After

Overview

80% of Salesforce administrators utilize the Page Layout Editor (PLE) in order to customize the Salesforce experience for their organization and various user types.

Problem

High support costs, inconsistent and unintuitive UI, and an unwieldy outdated codebase made the PLE difficult to use and costly to maintain.

Role

Sr. UX Designer Project Lead

Deliverables

Design Thinking Workshops Roadmap & Strategy Wireframes Surveys Usability Benchmarking Desirability Studies Usability Tests Competitive Analysis Visual Style Guide Prototype

Wireframes

Wireframes were used to validate hypotheses and customer requests during testing.

Contextual edit with nav links
Drag and drop with minimap
Contextual edit
Contextual edit plus drag and drop, and nav bar

Iterations

The iteration process focused on evolving specific page-level components.

Standard Header

Modified Standard Header

New Small Header

Left Category Panel

Iteration A

Iteration B

Iteration C

Iteration D

Prototype

A prototype was created to verify that this pattern worked for other applications.

Final Product

Contact

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email resume

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