Return to site

Salesforce Design Principles

Maximising and simplifying user experience with Salesforce apps.


Ian H Smith

The header image for this blog post is the original Apple Mac, and inspired by the unique design of of its bigger, more expensive, but truly innovative predecessor, the Apple Lisa, launched in 1983. I think that the Apple iPad was a great step forward in user experience design.

Today, in an emerging world of economic uncertainty and a need to deliver more information technology value for less spend, No-Code and Low-Code Platforms are becoming a significant enabler of digital innovation.

Salesforce Lightning Platform represents a highly cost-effective foundation for rapid, affordable digital innovation, priced at £20 per User per month for commercial organisations and at £8.67 per User per month for public sector organisations in UK.

With Salesforce Lightning Platform apps, there are many use cases where the standard Lightning Experience pages require a simpler design. This is where Salesforce Lightning Design System provides a foundation for creating new consistent, intuitive user experiences.

Let's talk about the Design Principles and Guidelines that guide the right outcomes here.

Salesforce Lightning Platform can enable an 'app-inside-an-app' making use of a 'Canvas'. This is illustrated above where the Canvas is positioned on the righthand side of the Salesforce Lightning Experience Page Layout, utilising as the Integration Platform.

I have implemented an app-inside-an-app Canvas for the UK National Health Service (NHS), where call centre agents create new Patient Records and where the Canvas provides direct integration between Salesforce and legacy Electronic Health Record (EHR) and Appointment Booking systems. This provides a seamless and faster user experience in live customer telephone calls.

Design Principles and Guidelines

The Salesforce Lightning Design System provides a great foundation for simplifying new apps created on the Salesforce Lightning Platform and extending the user experience of Salesforce Sales Cloud, Service Cloud and Health Cloud digital innovations.

At Being Guided I have combined my three Design Principles with a further four Salesforce Design Guidelines, as illustrated above:

Being Guided Design Principles

1. Meaningful Journey. To start small, with the lowest risk, faster - but understanding, more generally, where the ultimate destination might be - without being overly prescriptive.

2. Fierce Reduction. To simplify and eliminate waste from every step of the Meaningful Journey, every aspect of the Value Proposition.

3. Progressive Disclosure. To avoid 'cognitive overload' on the user - applying the simplification of Fierce Reduction and clarity of Meaningful Journey - one step at a time.

Salesforce Design Guidelines

1. Clarity. Eliminate ambiguity. Enable people to see, understand, and act with confidence.

2. Efficiency. Streamline and optimise workflows. Help people to work better, smarter, and faster.

3. Consistency. Create familiarity and strengthen intuition, applying same solution to same problem.

4. Beauty. Demonstrate respect for people’s time and attention through thoughtful craftsmanship.



















All Posts

Almost done…

We just sent you an email. Please click the link in the email to confirm your subscription!