Designing for Data + AI at Enterprise Scale

Over the past four years I have worked on several major initiatives at Salesforce, including presenting four customer-facing sessions at Dreamforce 2023 on data+design. After the launch of Agentforce at Dreamforce 2024, my role is currently focused on how we can easily enable customers to connect their data to Agents + AI, and leveraging agentic experiences internally to accelerate customer time to value.

Challenge (2024-Present)

When Salesforce announced Agentforce at Dreamforce'24, I was tasked with two major initiatives:

1. Designing the vision for our internal, Admin-facing agent to optimize ease of use and efficiency gains across our product.
2. Ensuring Data+Agentforce are seamlessly integrated to speed up time to value for our customer-created, end-user facing Agents.

Results

• Design Lead working with PM+Eng leadership to define our vision based on existing customer research and documented opportunity areas and pain points. Our designs were tested with customers to validate the direction, and have been referenced by business units well beyond my specific product area.
• Design Lead for Data+AI implementation after the vision was socialized and aligned with stakeholders and leadership across the Salesforce platform.
  • This work is now in pilot and moving toward GA later this year. In parallel, we are continuing to iterate and plan ahead based on customer feedback + usage data.
• Formed up an ongoing workgroup of UX leadership ICs to define+align agentic patterns and UX architecture across our Data, AI, and CRM platforms.
• Vibe coded several prototypes to demonstrate advanced capabilities beyond pixels. I am one of the IC leads of enablement efforts in this space both at the team and org level.

Challenge (2023-24)

As the product expanded beyond its roots as an customer data platform and became integrated across our CRM suite, we needed to make it approachable for all customers, not just data specialists. I was the Principal IC tasked with looking across our end-to-end journeys to look for optimizations to our experience.

Results

• I led the effort to audit the experience across mission-critical user journeys to ID areas for improvement (reduce clicks, repetitive steps, and automate / engineer away manual steps). I then prototyped an improved experience with eng-verified near-term feasibility, and rapidly iterated upon it via a cross-functional, customer facing design sprint.
• Based on learnings, I worked with PM to prioritize across our 2024 roadmap. This effort ultimately rose to the top of our roadmap, and the team grew considerably in resources+headcount to support this workstream.
• One specific feature area was able to shave off multiple days of implementation time by leveraging UX paired with automation + APIs to streamline a formerly manual, multi-persona setup process.

Challenge (2022-23)

Shortly after Salesforce Data Cloud was announced, I was tapped to be the Cross-Cloud Design Lead to spearhead an integration effort across the various Salesforce business units to power next-gen features.

Results

• Working with cross-functional partners across the company I ID'ed and co-designed use cases, defined reusable patterns across those use cases, and extended our global design system with Data Cloud patterns that are now used across the company.
• I conducted enablement sessions across the UX org, which went well beyond patterns and component libraries. My team leveraged ZeroHeight to produce robust guidance with the breadth to help entire product teams onboard and integrate with Data Cloud, not just design-specific UX enablement.
• Our playbook for this rapid-turn enablement was replicated across the UX org, spurring major product teams to spin up similar resources to streamline internal collaboration.

If you'd like to learn more about my role and more specific problems these projects addressed, please get in touch.