Salesforce

Ranging from defining a vision to voicing the user’s needs during implementation, ensuring we are building transformational experiences by turning human insights into business impact. XD collaborates with new and existing Salesforce customers to create the right vision and approach to transform their business by leveraging the Salesforce platform. Our proven engagement model utilizes an experience-led, human-centered approach to redesigning processes and technology to deliver effective, engaging user experiences on Salesforce.

Telecommunications Client

Strategic Design Consulting for Analytics

As a Design Consultant, I led the user experience strategy for a major telecommunications client, focusing on analytics solutions across Salesforce and Tableau. My role emphasized high-level design thinking and consultative engagement—shaping holistic experiences rather than detailed UI execution.

I partnered with stakeholders to define a future-state vision grounded in user needs and business goals. Through collaborative workshops and iterative design, I helped align internal teams around a shared customer experience strategy—accelerating decision-making and ensuring scalable, technically feasible solutions.

Key outcomes included improved user and employee experiences, streamlined workflows, and faster speed to value. The final designs adhered to Salesforce best practices while laying a strong foundation for long-term success.

Internal Efforts

  • Intern mentoring

  • Employee groups; LatinoForce, SoberForce, OutForce Carolinas

  • Aspiring Leaders Foundations Pathway

  • XD Team Success Initiative

  • Salesforce Designer Certification

  • Salesforce Admin Certification

  • Tableau Certification