Salesforce Guided Tour

Making Salesforce Platform Tangible: A Step-by-Step Guided Experience

Salesforce approached us with a challenge: customers were overlooking the Platform product, unsure of what it was or how it could help them. As part of the creative team, I helped develop an interactive guided tour that puts users into a lifelike scenario—demonstrating how they might use Salesforce Platform’s low-code app builder to solve real business problems. The experience walks users step-by-step through the product, using real UI screens to ground it in reality. As the lead designer, I tailored the Salesforce brand specifically for this adaptive experience, collaborating closely with UX, content, and development teams. The final product includes a branded introduction, chapter intros, instructional overlays, and intuitive step-by-step guidance.