Project Overview
Agentforce Onboarding & Wayfinding guides new and returning users to explore Agentforce’s core and ongoing features and quickly become proficient.
Table of Contents
My Role
I led research, designed user journeys, and drove strategy and stakeholder alignment to deliver a seamless Agentforce experience.
Skills
Design Process and Methodology
User-Centered Design
Design Thinking
Systems Thinking
Project Management
User Research and Analysis
User Journey Mapping
Research and Analysis
Design Implementation and Execution
User Experience (UX)
User Interface (UI)
Interaction Design
Facilitation and Collaboration
Workshop Facilitation
Collaboration and Communication
Design Process
Design Research
Led workshops to shape onboarding for Salesforce’s new AI features, creating engaging first-time experiences with Assistant and Einstein Voice.
Workshop Ideation
Gathered ideas, sketches, and past experiences to reimagine onboarding, positioning the Assistive Panel as a personalized, hands-on alternative to traditional tools.
Take Aways
The Assistive Panel enhances onboarding with a structured, personalized intro to Einstein, tailored by user persona. The strategy aligns stakeholders on goals/KPIs, leverages user research, and coordinates cross-functional content and training. Design approaches include gamification, nudges, and personalized resources across initial, highlight, and ongoing stages.
Design Iterations – v1
First-time: Welcome Mat intro → right-rail product tour + disclaimer → interactive walkthrough with examples and practice.
Long-term: Directly engage with walkthroughs for new features.
Both groups receive nudges if features go unused.
Design Iterations – v2
Feedback emphasized product-led onboarding, avoiding 3D characters, and clarifying disclaimer rules. Updates included:
Unified walkthrough: core Copilot + cloud-specific features.
Onboarding fully embedded within Copilot.
Replaced 3D Einstein with product icons.
Two disclaimer options: blocked vs. unblocked access.
Iteration 2: user Journey
Iteration 2 Design
Design Iterations – v3
Round 2 feedback confirmed that users must accept the disclaimer before access. I expanded the flow into four sections:
Welcome: Greeting, Copilot intro, and disclaimer.
Global Onboarding: Reusable pattern to trigger and use Copilot; teaches effective prompts.
Role-Based Templates: Tailored by role, permissions, and product, with examples for guidance.
Resources: Videos, articles, and Trailhead modules to support continued learning and exploration.
Iteration 3: User Journey
Design Exploration
Iteration 3: Global Onboarding
Prototyping
Result and Impact
Successful Transition: Designs were handed off to the development team and implemented with a comprehensive onboarding experience.
Personalized Onboarding: Cloud teams adopted tailored approaches for Gen AI features, driving daily engagement with Einstein Copilot.
Ongoing Refinements: The onboarding team continues to enhance the experience using my design proposals, including videos and Trailhead resources for user learning.