I recently was a UX Research intern on the Cross-Cloud Research & Insights team researching Content Experience. Specifically, I focused on how small-mid business Salesforce Administrators engage, perceive, and interact with Salesforce support email communications when on the lowest level of support. I handled this 12 week research study from start to finish, and here's a high-level overview — this project is largely under NDA, so please reach out for more information!
User Interviews, Surveys, Jobs to be Done, Heuristic Evaluation, Literature Review, Journey Mapping, SurveyMonkey, Miro, Webex (for interviews)
"What even is a Salesforce Administrator?" (alas, you may be wondering).
A Salesforce Administrator, in a very high-level answer, essentially manages the Salesforce platform for a business or organization, customizing the platform so they can get the most out of Salesforce. Previous research done leading up to this project showed that a large amount of these Salesforce Administrators had the lowest level of Salesforce support — and from this segmentation of users, many were from small-mid sized businesses/organizations, had minimal background in Salesforce, and more.
When there's a change, update, release, etc. in the Salesforce platform, product service emails are sent out to Salesforce Administrators informing them of any action to take or changes taking place. Often, these are lengthy and technical emails, ranging in severity and in action/inaction for the reader. These emails are essential for Administrators to stay up to date and successfully use the platform for their organization and end-users.
So the burning question is — how effective and understandable are Salesforce emails communications for these Salesforce Administrators on the lowest level of support?
Exploring Existing Insights
Literature Review of existing research centered around Salesforce Administrators and Content Effectiveness, in order to build upon past and current research.
Defining Effective Communications
Jobs to be Done of email communications to define what Salesforce Administrators employ them to do, as well as how to define “effective” and “successful” emails.
Talking to Salesforce Administrators
Survey of Salesforce Administrators to 1) gather insight on email behavior and engagement 2) pull participants for follow-up user interviews.
Qualitative 1-1 User Interviews with various Salesforce Administrators along with a Heuristic Evaluation activity evaluating existing email samples in session.
While I was at Salesforce, I actually kept a Quip doc of learnings I had throughout the internship — every time something stood out or was meaningful, I jotted it down. Here's a few things I had written down at the time and while looking back.
Many thanks to Robin, the best manager, mentor, and someone I could just talk life with, and Arun, project sponsor and friend! Grateful to the Content Experience, TCR, and Research & Insights teams for a wonderful and growing summer.