PART ONE
PROJECT OVERVIEW
Abstract
The Demo Home redesign introduces an AI-driven, conversational interface powered by Agentforce to streamline access to demo-related information, significantly reducing cognitive load for users. By eliminating scattered content and improving searchability, the new design enables Solution Engineers to quickly find relevant resources, guides, and templates within a unified interface. Agentforce enhances the experience with intelligent recommendations, guided workflows, and proactive assistance, empowering users to manage and create customer demos faster and more efficiently.
PROJECT OVERVIEW
The problem
The existing Demo Home interface is overloaded with content, making it difficult to navigate and causing inefficiencies in finding relevant resources. Users must manually search through multiple widgets and sections, relying on static keyword-based search rather than context-aware, AI-powered assistance.
USER SENTIMENTS
01
"There’s too much content on the page, and I don’t know where to start."
02
"I waste time searching for the right demo resources instead of focusing on customization."
03
"I need an easier way to access and manage demo materials without jumping between tools."
OLD DESIGN OF DEMO HOME (also known as QHOME by platform owners)
PROJECT OVERVIEW
The solution
The redesigned Demo Home with Agentforce integration transforms the Demo Home into an AI-driven, interactive workspace, enabling seamless access to essential demo resources.
ADDRESSING USER NEEDS
01
Conversational AI Search & Smart Recommendations: Users can ask Agentforce questions in natural language instead of relying on static keyword searches.
02
Personalized & Context-Aware Experience: The system dynamically surfaces the most relevant materials based on the user’s past interactions and current demo setup.
03
Streamlined Navigation & Guided Workflows: The homepage is cleaner, with intuitive sections for quick access to essential information.
PROJECT OVERVIEW
Role
UX/UI Designer
Timeline
4 weeks
Team members
Product Owner
UX/UI Designer
Developer
Responsibilities
Discovery Workshops
UX Strategy
Responsive Design
PART TWO
DISCOVERY WORKSHOPS
UNDERSTANDING THE USER
Primary research
To refine the design of QHome (also called Demo Home) and ensure alignment with user needs, we proposed conducting surveys targeting Account Executives globally and meeting with them in person during office hours coffee chats to gather insights.
User insights
UNDERSTANDING THE USER
Hero persona
Goals
-
Customer Success: Wants to ensure clients get the most out of the company’s solutions, leading to renewals and upsell opportunities.
-
Innovation: Always on the lookout for new technologies and methodologies to improve the efficiency and effectiveness of solutions.
-
Collaboration: Seeks to foster stronger relationships between the technical and sales teams to streamline the client engagement process.
Pain Points/Frustrations
-
Balancing Customization and Scalability: Needs to find the balance between creating custom solutions for individual clients while ensuring that the company’s core product remains scalable and efficient.
-
Client Expectations: Managing expectations of clients who may not understand the technical limitations or the timelines required for solution deployment.
-
Staying Updated: Constantly needs to stay up-to-date with evolving technologies, new tools, and industry trends to provide clients with the best possible solutions.
Motivations
"I pretty much live off of my task list, it tells me what to do, once you get it down it makes your life a lot easier if you just learn to use it correctly."
-
Problem Solving: Enjoys finding the perfect solution to complex problems and seeing the impact on a client’s business operations.
-
Professional Growth: Interested in gaining certifications and advancing in the field, potentially moving into more strategic roles such as Solutions Architect or Director of Engineering.
-
Customer-Centric Mindset: Driven by the desire to see clients succeed and ensuring they derive maximum value from the company’s products.
JTBD
The SEs come to the IDO home page to search for documentation and tools required to build the demo with much ease.
They would only want to interact with the Demo Support if they find themselves stuck somewhere while building the demo or are not able to work through the demo.
The Demo setup and configuration may be too complex to follow.
Might find it difficult to keep up with new demo-building tools
They don’t have time to spin up the demo and build it according to their needs because of short presentation deadline with the client.
.png)
1200+ more
Solution Engineers
Working at Salesforce
Acts as a bridge between the technical and sales teams, helping clients understand and implement technical solutions that align with their business goals using product demos and presentations.
DEFINITION
User Journey
User Flow
DEFINITION
Key Features
Post defining the personas, we identified and determined the key features that would be implemented after discussing it with the stakeholders
🔹 AI Assistant (Agent007)
Agent007 acts as a conversational AI assistant that helps users get started with demos, generate demo scripts, or receive tool recommendations through an intuitive chat interface.
It supports natural queries and displays results in a clean, card-based layout, making it easy to navigate demo content.
🔹 Demo Resources Recommendations
The agent provides demo script recommendations tailored to specific industries or use cases, like Banking, using visual cards with summaries and links for deeper exploration.
It helps users quickly identify relevant demo assets without manually searching the entire library.
🔹 Demo Wizard Navigation
Tabs like Demo Setup, Demo Tools, Demo Assets, and Product Matrix help users seamlessly explore everything needed to build and customize demos.
These are structured like a toolkit for pre-sales engineers and demo creators, all organized in one place.
🔹 Agentforce Demo Tool
Agentforce is positioned as an AI-powered sales assistant that boosts productivity by automating lead qualification and personalization for clients.
It comes with customization options and SE-specific FAQs to help tailor the experience to different demo scenarios.
🔹 Demo Boost Setup
A “Demo Boost” button automates the initial setup required for demo readiness, helping users get started faster without manual configuration.
It’s ideal for quick onboarding or spinning up new environments.
🔹 File Upload + Summarization
Users can upload PDFs and images directly into the chat window, and the assistant intelligently reads and summarizes the content to answer queries contextually.
Supported sources include Google Drive, Quip, and local files, making it flexible for various workflows.
🔹 Smart Chat with Feedback
Responses from the assistant include a thumbs-up/down rating option so users can provide real-time feedback and improve answer relevance over time.
The assistant also remembers chat history and renders responses conversationally, allowing follow-ups and deeper dives.
🔹 Org Overview & App Listing
A collapsible panel shows all products and modules installed in your org, including their status (Installed, Update Available, Not Installed).
Users can search or filter apps like "Agentforce" to view availability, related FAQs, and quickly install recommended QBricks.
🔹 Expiry Countdown & Org Extension
The system alerts users when the org is nearing expiration and shows a countdown in days, prompting them to extend the org lifespan via a one-click CTA.
This ensures continuity during long-running demos or sales cycles.
🔹 Upcoming Features Preview
A dedicated card gives users a sneak peek into new or upcoming features via Einstein-style visual prompts, encouraging engagement and exploration.
PART THREE
STARTING THE DESIGN
Design explorations
STARTING THE DESIGN
STARTING THE DESIGN
Final Prototype Design
