Proposed drill in pattern for conditional logic input
ROLE
Design Lead
DATE
Summer 2019
TYPE
Component Design
PROJECT OUTCOMES
Design Audit reference; Exploratory designs
Among Salesforce’s builder tools, there are many different variations for panel drill-ins. The contents of a panel in a builder are primarily forms, meaning text inputs.
I worked on an exploration for developing a new pattern for builder panels, with the goal of being able to encompass the different forms of our different builders (a logic configuration vs. marketing configuration, for example.)
This work entailed an audit of interaction patterns on other products and a few rounds of designs. However, in the end this feature was deprioritized and did not make it to production.
Outlining the current problems with our property panels
UX Audit: summary of form factors
UX audit: key takeaways on opening interactions
UX audit: key takeaways on element naming
UX audit: key takeaways on saving/done interactions
Example one page summary excerpt of a Salesforce product in the UX audit
Example one page summary excerpt of a competitor's product in the UX audit
A design "stress test" of an interaction for element naming that flips between read only and edit mode
Another design exploration: inline editing of element name
Moving secondary actions into an overflow menu
Splitting actions into the toolbar and panel footer
Drill in pattern exploration
Representing for field sets, such as conditional logic inputs