10:30 AM Your Salesforce Needs Some Design Love By Reilly Ellis
Have you ever written out the perfect instructions, but your users never seem to follow them? Have you ever opened up a page layout and been overwhelmed by the amount of information it displayed? Everyones Salesforce needs some design love. For the first half of this talk, Ill go over some simple visual design principles to keep in mind when configuring your instances user interface. We will cover the cognitive load theory, gestalt principles, and basic user testing. In the latter half, we will do some hands-on user testing. Everyone will update a page layout or process using the visual principles we discussed earlier. Then, I will break the audience up into pairs for some user testing. One person (the ?admin?) with show their page/process and give the other person (the ?user?) a task to perform. The ?user? will perform the task while talking through their thought process. The admin will observe this interaction and adjust the layout or process accordingly.
Reilly Ellis is certified Salesforce administrator with over 5 years of experience working with nonprofits. She has been a firm believer in the using tech to automate repetitive or time-consuming tasks since creating cost sharing spreadsheets for her roommates (and then all of her friends? roommates) in college. Prior to joining Now IT Matters as the Project Manager in 2017, Reilly worked as an independent Salesforce consultant, tech administrator and program coordinator at an education based nonprofit, and English teaching assistant in Taiwan. The combined experiences in system design and education help her create sustainable Salesforce solutions that match an organization?s business needs and staff capacity. Reilly studied Chinese, psychology and computer science at Washington University in St. Louis. When not geeking out over databases, she can be found geeking out over Dungeons & Dragons, riding her bike around Los Angeles, or curling up with a good book.