Salesforce Logo

Salesforce Login

Login sets the stage for the app experience and is an effective way to communicate relevant information to your users.

Role

Lead UX Designer

Contributions

UX Design, UI Design, Moderated Usability Testing, HTML, CSS

Overview

Login is the doorway into your product, and like a real door, it's purpose is to let you in or keep you out and should be deal simple to use. It could also communicate information to your customers, like when finding information about weekly sales when you walk into the grocery store.

When we kicked off Lightning, I was excited to redesign the login experience because of the high impact of this page; it sets the stage for the rest of the app experience and can be a place that either strengthens or weakens trust from users.

I worked with our Marketing teams to create a framework for different kinds of messages that would also stay aligned with the Lightning Design System. I partnered with product management for roadmap planning, and with our engineering team with HTML & CSS.

Salesforce Login

The page is divided into two halves - the first for the login form, and the second for communicating information to customers.

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Choose a Username

For users with more than one username, when they visit the login form, they’re shown a list of their active and inactive Salesforce sessions. Iconography indicates which usernames are active or inactive, and additional metadata tells the user which org those usernames are associated with.

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Responsive Layout

The login page is optimized for visitors on all devices. When someone visits from a tablet or smaller screen, the ad is removed, and the login form is the only thing on the page.

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Problem Statement

Login had problems with accessibility and localization, and the UI was inconsistent with the UI of both Salesforce Classic and Salesforce1.

The organizational structure was a challenge — the content for messaging and advertising is owned by our Marketing team, which traditionally doesn't interact with Product teams, and has their own priorities & the login form is owned by Product. I worked with both groups to revisit our login flows, redesign the UI and UX and create messaging guidelines for our new login page layout.

Salesforce Login Before Lightning

Goals

Personas & Use Cases

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Salesforce Users

Sales Cloud Activities

Training reps, prepping for meetings, closing deals and answering inbound leads

Service Cloud Activities

Providing direct customer support, solving cases, creating and updating Knowledge articles

Admin Activities

Creating page layouts, custom fields, workflow rules, and approval processes.

As a Salesforce user, I need to log in Salesforce as efficiently as possible so that I can access my data to win opportunities, close cases or customize Salesforce.

Learn more about Salesforce personas on Trailhead.

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Salesforce Admins

Activities

Managing users, customizing page layouts, creating custom fields & custom workflows

As a Salesforce Admin, I need to communicate to my users about events, training, or other important information in a highly visible and consistent location, so that important information that's valuable to our company has better chances of being discovered.

Learn more about Salesforce personas on Trailhead.