UXInformation architectureFormsStatus UX

Salesforce Help Desk: requestor experience

Improved request clarity with guided intake + status page

Timeline
3 weeks
Complexity
Signal
Alignment → execution

Why it mattered: Agents were triaging well, but requestors had poor visibility and inconsistent descriptions.

My role: IA + UX flows + interaction model (Lightning design patterns).

Strategic move: Shifted the experience toward a requestor-first flow: submit → review → status feed.