A UX Designer has been asked to improve Salesforce adoption among salesrepresentatives at Cloud Kicks. After conducting stakeholder and user…

A UX designer’s role is not only to design solutions, but also to facilitate collaboration and

communication among stakeholders and users. A clear, consistent sales process is essential for

Salesforce adoption, as it defines the steps and actions that sales representatives need to take to

close deals. Without a common understanding of the sales process, the UX designer cannot design a

Salesforce solution that meets the needs and expectations of the users and the business. Therefore,

the designer should conduct a workshop with stakeholders to align on the current state and build

consensus on the desired future state. A workshop is an interactive session where the designer can

use various techniques, such as journey mapping, persona creation, user stories, and prioritization,

to elicit the pain points, goals, and requirements of the stakeholders and users. A workshop can also

help the designer to establish trust and rapport with the participants, and to gain their buy-in and

feedback for the proposed solution12. Reference: Salesforce Adoption Strategies | Salesforce

Trailhead, 6 Guiding Principles to Maximize Your Salesforce Adoption | Salesforce Admins