Salesforce Integration 

RelPro-deduping
Overview

RelPro needed a feature that lets users update a lead or a contact in Salesforce by merging with RelPro data and updating into a single cohesive record.  The new feature informed users if the individual or company profile page they are viewing already exists as a lead or contact in Salesforce, thus keeping the CRM clean of duplicates. 

Overview
RelPro needed a feature that lets users update a lead or a contact in Salesforce by merging with RelPro data and updating into a single cohesive record.  The new feature informed users if the individual or company profile page they are viewing already exists as a lead or contact in Salesforce, thus keeping the CRM clean of duplicates. 

The Flow: Matching a company

In order to design screens, it was essential to understand every possible scenario and provide appropriate processes for users. I discussed with the tech team to figure out navigation and consulted with stakeholders to gather business requirements.

The Flow: Matching a company

In order to design screens, it was essential to understand every possible scenario and provide appropriate processes for users. I discussed with the tech team to figure out navigation and consulted with stakeholders to gather business requirements.

Flow Chart

Ideation

I communicated my designs through low-fidelity wireframes while gathering business requirements. In the beginning of the ideation, I was advised to follow the existing labeling methodology and flow. However, my internal interviews from developers and the customer success team informed me that a lot of labels and actions are unnecessary and misleading for users. I realized that understanding workflows through real examples was essential to organize the layout and provide a concise, comprehensive flow. I further interviewed stakeholders and re-designed the navigation process. 

 

Ideation

I communicated my designs through low-fidelity wireframes while gathering business requirements. In the beginning of the ideation, I was advised to follow the existing labeling methodology and flow. However, my internal interviews from developers and the customer success team informed me that a lot of labels and actions are unnecessary and misleading for users. I realized that understanding workflows through real examples was essential to organize the layout and provide a concise, comprehensive flow. I further interviewed stakeholders and re-designed the navigation process. 

 

4-4. Screen- hover on All the fields where RelPro data exists
9. Screen- Confirmation screen after Update clicked

Tests & Iterations 

Tests & Iterations 

While refining the designs, I did quick guerrilla tests to make decisions for some design details. I quickly created clickable prototypes for a short task to figure out which UI element helps people to better understand the process. Each test helped me to eliminate unncessary UI elements and make the interface more intuitive. 

While refining the designs, I did quick guerrilla tests to make decisions for some design details. I quickly created clickable prototypes for a short task to figure out which UI element helps people to better understand the process. Each test helped me to eliminate unncessary UI elements and make the interface more intuitive. 

test process

Collaboration

In order to help developers understand the flow, I organized all the screens by scenario and added annotations. The deliverables were created in Google Slides, so that developers can leave comments and update the changes real-time. 

https://files.acrobat.com/a/preview/4ce043cf-2bc9-42f2-837a-fa0a36f39caa

Collaboration

In order to help developers understand the flow, I organized all the screens by scenario and added annotations. The deliverables were created in Google Slides, so that developers can leave comments and update the changes real-time. 

https://files.acrobat.com/a/preview/4ce043cf-2bc9-42f2-837a-fa0a36f39caa

Final Screens

deduping-revised

I’m a lifelong learner who always tries to be a better designer than yesterday. If you need a collaborator on your project or just want to discuss UX/UI with me, feel free to contact me. 

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