Agentforce for Setup

In the world of enterprise software, Setup has traditionally been a barrier to entry, a complex, disjointed map of menus that requires years of expertise to navigate. I am currently helping to shape the vision for Agentforce for Setup, an agentic layer designed to collapse that complexity. By leveraging natural language processing, we are transitioning the admin experience from manual navigation to intent-driven automation. This shift doesn't just improve the UI; it empowers admins to execute complex configurations through simple dialogue, drastically reducing time-to-value and removing the friction of legacy infrastructure.

Back to Projects

My Role

Point of Contact for UX, Product Designer, Pattern Liaison

Value Add

We are introducing an agentic layer that fundamentally shifts the admin experience from manual navigation to natural dialogue. Instead of hunting through legacy infrastructure, admins simply state their intent.

Teammates

5UX + 6PM + 3CX + 5 Eng Manager + 6 Scrum Teams

Impact

We're currently in the 'listen and level up' phase. We're in an open Beta and our customers have activated:

293 Production orgs
449 sandbox orgs
2,446 Dev orgs

The Kickoff

We kicked off this initiative with the entire program for our Pilot and again for our Beta release. This included many partners including PMs, a huge group of scrum teams, and our small but mighty UX crew. To say we’ve been busy would be an understatement!

Because our goals are big and our timeline is tight, we’ve been designing and implementing at the same time. It’s definitely a building the plane while flying it kind of vibe, which requires a ton of trust and constant communication.

As the Pattern Liaison, my focus has been keeping us all in sync. Even though we’re moving at breakneck speed, I’m making sure we don't lose sight of the details or let the user experience get fragmented. We’re in the trenches together, turning a complex vision into a real, working product one conversation at a time.

The Mission & the Goal

The Mission: Reimagine the Salesforce Admin experience by replacing legacy navigation with an intelligent, agentic layer.

The Goal: Move from a "point-and-click" paradigm to an "intent-driven" conversational interface, allowing admins to configure complex systems using natural language.

My Process

When you’re designing for a massive program with multiple moving parts, 'process' isn't just a checklist, it’s the connective tissue that keeps the vision from falling apart. Here’s how I balanced my role as an IC while keeping our scrum teams in sync:

Defining the SSoT (Single Source of Truth): I spent a lot of my time in the gray areas between teams. I worked to ensure our shared patterns weren't just documented, but actually lived in our SSoT. If a pattern changed for one use case, I made sure it didn't break the experience for the others.
The Liaison: I acted as a bridge between the core UX vision and the individual scrum teams. I didn't just hand over designs, I worked to understand their specific constraints. This allowed me to deliver tailored designs for their unique use cases while still holding the line on our global standards.
Concurrent Design & Delivery: Because we were and continue to be designing and implementing simultaneously, my process is highly iterative and communicating across our design team was and is essential for feedback and on the spot updates.
Constant Calibration: I held regular syncs with the other designers to 'pressure test' our patterns. We’d ask: Does this solve the admin’s problem? Is it technically feasible for the devs? This constant calibration is key in building out new and emerging technologies.