{"id":212,"date":"2025-07-28T09:42:14","date_gmt":"2025-07-28T14:42:14","guid":{"rendered":"https:\/\/wylfing.net\/portfolio\/?page_id=212"},"modified":"2025-07-28T09:54:18","modified_gmt":"2025-07-28T14:54:18","slug":"customizing-salesforce","status":"publish","type":"page","link":"https:\/\/wylfing.net\/portfolio\/main-page\/customizing-salesforce\/","title":{"rendered":"Customizing Salesforce"},"content":{"rendered":"\n<p>Working on customizing the Salesforce experience for U.S. Bank&#8217;s investment arm was a rewarding and challenging opportunity.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e32570bbe26&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e32570bbe26\" class=\"wp-block-image size-full is-resized wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"1000\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2021\/09\/prototype-sf-2.png\" alt=\"Prototype Example 2\" class=\"wp-image-120\" style=\"width:500px\" srcset=\"https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2021\/09\/prototype-sf-2.png 1000w, https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2021\/09\/prototype-sf-2-300x300.png 300w, https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2021\/09\/prototype-sf-2-150x150.png 150w, https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2021\/09\/prototype-sf-2-768x768.png 768w, https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2021\/09\/prototype-sf-2-924x924.png 924w, https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2021\/09\/prototype-sf-2-671x671.png 671w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>We added new functionality to users&#8217; dashboards to help them see at a glance where they are in the sales process (the stage progress meter at the top), a way to quickly assess and prioritize a potential customer (the wealth indication and contributor scores on the right), recommended actions and CTAs within the main body &#8211; including ways to &#8220;document&#8221; interactions without laboriously filling out forms, and integrated Chatter into the main experience (lower right).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"752\" height=\"1000\" src=\"https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2025\/07\/Salesforce-tablet-1-e1753713800132.png\" alt=\"\" class=\"wp-image-189\" style=\"width:500px\" srcset=\"https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2025\/07\/Salesforce-tablet-1-e1753713800132.png 752w, https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2025\/07\/Salesforce-tablet-1-e1753713800132-226x300.png 226w, https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2025\/07\/Salesforce-tablet-1-e1753713800132-671x892.png 671w\" sizes=\"auto, (max-width: 752px) 100vw, 752px\" \/><\/figure>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>We also did significant work on making the Salesforce experience work well for advisors who weren&#8217;t necessarily at their office computer. After talking with advisors, they almost all reported using their iPads extensively while in the field, which accounted for the majority of their day. They wanted to quickly and easily find customer details, see upcoming meetings and calls, and be able to make notes with a few taps instead of typing them out.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"372\" height=\"1000\" src=\"https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2021\/09\/Salesforce-mobile-3-e1753713884349.png\" alt=\"Mobile design example\" class=\"wp-image-110\" style=\"width:282px;height:auto\" srcset=\"https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2021\/09\/Salesforce-mobile-3-e1753713884349.png 372w, https:\/\/wylfing.net\/portfolio\/wp-content\/uploads\/2021\/09\/Salesforce-mobile-3-e1753713884349-112x300.png 112w\" sizes=\"auto, (max-width: 372px) 100vw, 372px\" \/><\/figure>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Although less commonly requested by users, we also explored ways to support their work using just their phone, like the meeting-creation screen above. The guiding UX principal for mobile design was similar to PDAs of decades ago: the phone is acting as an extension of the tablet\/laptop experience instead of trying to accomplish everything that Salesforce has to offer.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Working on customizing the Salesforce experience for U.S. Bank&#8217;s investment arm was a rewarding and challenging opportunity. We added new functionality to users&#8217; dashboards to help them see at a glance where they are in the sales process (the stage progress meter at the top), a way to quickly assess and prioritize a potential customer [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":10,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-212","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/wylfing.net\/portfolio\/wp-json\/wp\/v2\/pages\/212","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wylfing.net\/portfolio\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wylfing.net\/portfolio\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wylfing.net\/portfolio\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wylfing.net\/portfolio\/wp-json\/wp\/v2\/comments?post=212"}],"version-history":[{"count":3,"href":"https:\/\/wylfing.net\/portfolio\/wp-json\/wp\/v2\/pages\/212\/revisions"}],"predecessor-version":[{"id":216,"href":"https:\/\/wylfing.net\/portfolio\/wp-json\/wp\/v2\/pages\/212\/revisions\/216"}],"up":[{"embeddable":true,"href":"https:\/\/wylfing.net\/portfolio\/wp-json\/wp\/v2\/pages\/10"}],"wp:attachment":[{"href":"https:\/\/wylfing.net\/portfolio\/wp-json\/wp\/v2\/media?parent=212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}