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Enterprise & Salesforce Design

Your Salesforce investment should drive adoption—not resistance.

Most enterprise organizations spend significant resources implementing Salesforce. The intention is right—but the default configuration rarely reflects how users actually work. The result: low adoption, data quality problems, and teams who find workarounds instead of using the system you built for them.

The problem isn't Salesforce. It's the gap between what the platform offers and what users actually need to do their jobs. We close that gap.

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6 Active
Salesforce Certifications
Agentforce, Admin, UX Designer, Strategy Designer & more
NN/g Certified
UX Master Certification
Advanced research, interaction design & strategy
BCG + IBM iX
Consulting Background
Strategic thinking meets platform expertise
The Enterprise Salesforce Challenge

Why Salesforce implementations underperform.

The platform is capable. The budget was approved. The technical build is done. So why aren't users actually using it?

Low Adoption

Reps work around the system. Managers don't trust the data. Leadership questions the ROI. The technical implementation is sound—but users aren't using it the way it was designed.

Configuration Isn't Design

Most Salesforce implementations are optimized for what the platform can do, not what users need to do. The result: an interface that's technically complete but practically unusable.

Misaligned Expertise

Most UX designers don't understand Salesforce constraints. Most Salesforce consultants don't design for users. You get wireframes that can't be built, or builds that won't get used.

Change Management Gaps

Even well-designed implementations fail when they don't account for user psychology, habit change, and organizational resistance. Deployment is not the same as adoption.

How We Help Enterprise Teams

Design for adoption while you build the implementation.

01

Discovery & Workflow Mapping

Early Stage

Before we design anything, we need to understand how your users actually work—not how the process was documented. We conduct structured interviews and workflow observation to map the gap between what Salesforce was built to do and what your users need it to do.

Workflow auditUser interview reportJourney mapsGap analysis
2–3 weeks
02

Salesforce UX Design

Design Stage

With deep platform knowledge across Sales Cloud, Service Cloud, Experience Cloud, and more, we design interfaces built for adoption—not just configuration. Every decision is grounded in Salesforce's architecture and your users' actual mental models.

UX wireframesInteractive prototypeDesign system documentationUsability test report
6–12 weeks
03

Adoption Strategy & Handoff

Launch Stage

We help you bring the implementation team and users along together. Clear documentation, a phased rollout strategy, and training materials that explain not just what changed, but why—so users understand the value and actually use the system you built.

Adoption planTraining materialsChange management playbookImplementation guide
3–4 weeks
How We're Different

We're not a Salesforce consulting firm. We're a UX strategy firm with active Salesforce certifications.

Most Salesforce UX problems get handed to either a dev team that doesn't think about users, or a design agency that doesn't understand platform constraints. We sit at the intersection—certified in the platform, trained in rigorous UX practice.

Our certifications reflect working knowledge of how Salesforce is architected, configured, and extended—which means our design decisions are buildable and won't cause problems for your development team.

Certified Platform Knowledge

6 active Salesforce certifications—UX Designer, Platform Admin, Agentforce Specialist, Strategy Designer, Platform Foundations, and Einstein Prediction Builder.

User Research First

We don't design for Salesforce's feature set. We design for your users' workflows. That means structured research before any screen gets drawn.

Strategic Consulting Background

BCG and IBM iX taught us how enterprise organizations make decisions. We understand the organizational dynamics that drive adoption—or kill it.

Services for Enterprise Teams

Services Built for Enterprise Salesforce Teams

Our standard engagement models, applied to Salesforce and enterprise platform design. We're always open to customizing the structure to fit your organization's stage, scope, and implementation timeline.

Discovery Sprint

Fixed Scope
Salesforce UX Audit
2–3 weeks

A rapid assessment of your existing Salesforce implementation. We evaluate the gap between your current configuration and your users' actual needs, and deliver a prioritized UX improvement roadmap with adoption impact estimates.

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Project-Based Design Engagement

Fixed Scope
Salesforce UX Design
6–16 weeks

Full-cycle UX design for Salesforce—from user research and workflow mapping through wireframes, prototypes, and usability testing. Covers Sales Cloud, Service Cloud, and Experience Cloud portal design. Built for adoption, not just configuration.

Design for Adoption →

Strategic Retainer

Retainer
Ongoing Advisory
3-month minimum

An embedded design partnership for enterprise teams navigating continuous Salesforce evolution. We advise on platform design decisions, UX strategy, and adoption—as a consistent senior partner, not a one-time project.

Let's Build a Partnership →
Let's Talk Enterprise & Salesforce

Let's talk about your Salesforce adoption challenge.

Whether you're implementing Salesforce for the first time, redesigning an underperforming instance, or building a custom Experience Cloud portal—the hardest part is rarely the technical build.

It's getting users to actually use what you built. Let's design for that from the start.

Book a Strategy Call →