PART ONE
PROJECT OVERVIEW
Abstract
The Data Generator tool is mostly used to generate dummy data for customer demos by the solution engineers. It’s built on Snowfakery, a Salesforce-designed, open-source data generation tool.
This tool is part of the Salesforce enterprise products which rest in multiple salesforce orgs created by the Enterprise Team in Salesforce for Solution Engineers and Product Owners to use/test
it currently for making it fit for the market before it is launched for the customers to use it for their own demos.
PROJECT OVERVIEW
The problem
The demo tools team expressed their concern about the decline in usage of Data Generator tool, the need for extensive user research, and strategies for better enablement and promotion to improve their engagement with the users (SEs and other POs) to create more impact in closing more billion dollar deals with customers.
USER SENTIMENTS
01
The UI here is a little spread out - and I find it easy to forget to enter the “Number of Records”
02
Formula editor is missing / field values
based on formula
03
Assign proportions to field choices - the user always need to add semi-colon to separate the values
PROJECT OVERVIEW
The solution
To implement double diamond design method to understand our users and create better solution for the sales executives to build/generate data for demos easily. Creating better engagements & enablements for the users to be well aware of the tools and provide guided support for error prevention.
ADDRESSING USER NEEDS
01
Better User Interface: makes it easier to navigate across
the tool
02
Formula Editor: Implement "If this, then that" logic with ease for more dynamic data generation.
03
Advanced Random Choice Editor: No more single field semi-colon separated values. Enjoy a more visual and user-friendly way to customize your data.
PROJECT OVERVIEW
Role
Senior UX/UI Designer
Timeline
6 weeks
Team members
Product Owner

User Researcher
2 UX/UI Designers
2 Developers
Responsibilities
Discovery Workshops
UX Strategy
Responsive Design
Usability Testing
PART TWO
DISCOVERY WORKSHOPS
UNDERSTANDING THE USER
Primary research
We as a team decided to conduct workshops with the sales executives to understand their experience with the tools.
We divided them in three focus groups:
01
Highly engaged :
The top most users might have feedback related to improvements of that tool
Also since they are a demo tool users they might have need for other tools
Criteria and shortlisting
-
Total conversion high
-
Conversion percentage high and usage percentage high
-
If they have given feedback
-
Diverse regions
02
Medium engaged :
Medium engagement group might provide the best results
They have used the tool enough times, hence they need it, but maybe the tool is not that good enough for them to be used a lot
Criteria and shortlisting
-
Total conversion high to low
-
High usage and low conversion
-
If they have given feedback
-
Conversion percentage
03
Low engaged :
Majority of the users should be those who used the tool at least twice or thrice.
Users who have logged in at least once might be those who didn't find the tool useful at all
Criteria and shortlisting
-
Total conversion should be more than 1
-
If they have given feedback
-
Check the kind of feedback given
-
Check for low conversion rate
UNDERSTANDING THE USER
Secondary research
We went through different documentation and available information about the tool to best understand how the tool works and also tried to understand the tool’s competitors:
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.
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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.
UNDERSTANDING THE USER
Workshop & Participation
As mentioned before we have three focus groups with whom we had conducted the workshops to get better insights:
1. High engaged
2. Medium engaged
3. Low engaged
We had 15 participants for each focus groups.
The group was diverse and across industry to get better ideas on what could make the experience better for the tool.
45+ Solution Engineers
from all industries and multi-cloud platforms
UNDERSTANDING THE USER
Affinity Mapping & Analysis
Post the workshop, we collected all the insights from the figjam board and decided to analyse our findings and place/organise them under similar categories.
UNDERSTANDING THE USER
Heuristics Analysis
We even conducted a heuristics evaluation where we were able to identify that the tools needs a revamp since this was previously created by the development team without any insights or understanding of how this would impact the user’s experience and create a decline in use of the tool.
PART THREE
STARTING THE DESIGN
Lo-fi Wireframes
STARTING THE DESIGN
Prototype Design - Version 1
STARTING THE DESIGN
User Testing
STARTING THE DESIGN
Final Prototype Design
The design was created following the Salesforce Lightning Design System (SLDS).
We have tried to implement various new features and we believe we have been able to create a better experience for the user.
1. It's Salesforce-Aware:
Data Generator loads up your demo org’s schema so it knows about all your custom fields and custom objects.
4. Recipe Sharing:
Once you’ve created a dataset you like, you can share the “Recipe” for it with your colleagues. This means you can create industry and region-specific datasets that everyone on your team can use over and over.
7. Formula Editor:
Use conditions in recipes to tailor data (e.g., assigning gender-specific names).
2. One-click Insert:
Data Generator directly inserts the data into your demo org, without you having to wrestle with CSVs and data import tools.
5. 255 Data Types and 51 Locales:
Do you need to generate fake company names for Brazil? How about license plates in New Zealand? Or company mottoes in Italian as it’s spoken in Switzerland? This tool can do all of these things and more.
8. Random Choice Editor:
Assign proportions to field choices, letting the tool auto-distribute values as needed.
3. It Creates Record Relationships:
You can generate both parent and child records at the same time. This means you can create Accounts, Contacts, Opportunities, Cases and Opportunity Contacts at the same time, and have them all linked together. And you can go three levels deep to create comprehensive datasets for complex products and better analytics dashboards. Goodbye VLOOKUP!
6. Totally Extensible:
Are you comfortable writing YAML? Then you can take advantage of the full power of Snowfakery by uploading your YAML recipe to Snowfakery through Data Generator. Snowfakery has many advanced features like formula functions and variables, randomization, many-to-one relationships, python plugins and so on.
9. Pre-Built and Customizable Recipes:
Start with pre-built templates or modify and save your own for fast, consistent setups.
Homescreen Design
Screens for Random Choices
Screens for Add Conditions
GOING FORWARD
Next steps
Looking ahead, the plan includes incorporating AI-driven compatibility features, continuously refining the app based on user feedback and technological advancements.
Implement AI Chatbot
Chatbot integration with Agentforce would provide a new/old user with a workflow as to how to use the tool and generate data as per their use case. 

Provide support and collect feedback for any user issues like bugs or errors.
Provide Guided Tours
Enable users with a guided tour when they onboard to the tool and assist them with a workflow to help generate fake data to the Objects. This will increase the user rentention rate to the tool more.
GOING FORWARD
User Conversion Rate
Post release of the new version of the tool, the user rentention has improved and there has been an increase in the usage of the tools for demo creation
Some feedbacks from the
Solution Engineers post release
"Finally glad for the formula editor to be a feature to this tool. I am already using it for multiple of industry demos. Love it"
"This was much needed to the tool. The experience of using the tools have become much easier. Maybe for the next release can we have some AI features to it?"
"After giving my feedback in the workshop, I see alot of difference in the experience and love the fact my ideas & insights have been implemented. Great job!"
