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If you’re looking to increase automation, tighten up security, and level up collaboration, you have likely considered using Salesforce. If so, you might be overwhelmed with all of the features that the platform has to offer. The good news is that a little user centered design thinking can go a long way in fulfilling business needs while making the best use of all the platform has to offer.

What’s User Centered Design?

User-centered design thinking is an approach to product development that prioritizes the needs, preferences, and experiences of the end-users throughout the design process. It involves empathizing with users, understanding their perspectives, and incorporating their feedback to create solutions to business problems. This is your key to less support cases, reduced development costs, increased engagement, and so much more.

Step One: Identify Roles

Our first step is to identify the various roles at your company. It’s likely that once you get things up and running, you will have a few different roles using salesforce in slightly different ways. It’s okay if you are unsure of all of the different roles, you can put your researcher hat on and chat around the company, learning the role that people play in the sales process. If you want help with this, you might look to bring in a User Experience Researcher (UXR).

UXRs are experts in the identification and understanding of roles. They specialize in gathering insights from users, conducting interviews, and analyzing user behaviors to provide a comprehensive understanding of how different groups interact with Salesforce.

What’s Really Considered a Role?

People within a certain role might share a spreadsheet, or at least have spreadsheets with a similar layout and data. When you find a group that is responsible for a different part of the process, collects different data, or produces different outcomes, it’s time to categorize this as a new role. By clearly defining roles, you set the stage for tailoring the Salesforce experience to specific groups within your organization.

Lets Create Apps

Once you have your roles identified, you can create an app for each. This allows you to tailor the Salesforce experience to the specific needs and processes of each role. These unique apps are the key to streamlining workflows, upping efficiency, and enhancing user satisfaction scores. The creation of role-specific apps ensures that users have access to the features and functionalities most relevant to their responsibilities, contributing to a more optimized and user-friendly Salesforce environment.

Need Support?

If you are looking for a Salesforce partner to assist with building out your apps and beyond, reach out to us at Red Argyle to learn how we can support. We’re the experts in Salesforce – from implementation to customization and optimization. We’ve got the skills to ensure Salesforce fits your unique business needs.

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