Highlight reel
Salesforce Marketing Cloud
I spent over three years as a Senior Product Designer at Salesforce, working on the Salesforce Marketing Cloud.
CloudPages microsite builder
When I came to Salesforce Marketing Cloud, the microsite builder product CloudPages had a very outdated and clunky experience. My team was responsible for redesigning the drag-and-drop experience within the WYSIWYG editor. This was a big lift, from both an engineering and experience standpoint.
I took the team offsite for an ideation workshop to gain alignment and brainstorm various approaches for the block-based experience.
I created a highly interactive but low fidelity prototype to test with customers that guided our final solution.
This experience greatly improved customers’ experience building out landing pages and microsites. It now lives in Salesforce’s Content Builder product:
Image from Salesforce’s Trailhead site. Content Builder is the current cross-channel version of the microsite editor I worked on for CloudPages.
Adding a new product to Salesforce Marketing Cloud: Active Audiences
Marketers were lacketing key functionality within Marketing Cloud: the ability to build targeted segmentation. I closely collaborated with a product manager, user researcher, and engineering lead to get a brand new product off the ground for this part of the marketing workflow.
I led the team to think through how customers would interact with this new audience segmentation tool alongside other Marketing Cloud products through a story mapping activity.
During an early conversation with my product manager, I sketchnoted a story map of how the new Active Audiences would work to help visualize high level concepts.
Through collaborating with the team, we designed, built, and released a brand new product, releasing first an MVP version, then shipping more features iteratively.
📰 See Salesforce Unveils Active Audiences to Automate Social Ad Management.
We used existing Marketing Cloud patterns for the Overview page for consistency and so we could more quickly build the new product. We focused on showing the most important data, information, and actions to users.
Envisioning future state with Lightning Design System overhaul
During my last year at Salesforce, I was design lead for our mobile suite of marketing products. At this time, our Lightning Design System (LDS) team was also revamping LDS and Marketing Cloud was beginning its efforts to adopt the revisions. One of the products in this suite, GroupConnect, was planning an overhaul of its product alongside the implementation of the new LDS. My team took this opportunity to do some “blue sky” thinking to explore how we could take this bare bones product to something more valuable and delightful for our customers.
Comparing the existing GroupConnect Overview page with a redesign concept using the revamped Lightning Design System. I wanted to surface key analytics, tweak data density, and make content easier to browse.
I also prototyped an experience in which users could easily view message previews and performance stats straight from the Overview page without having to click into each message.
At the time I left Salesforce, our team was preparing to test various concepts with customers.