![](https://cdn.myportfolio.com/1349ee66f6bb9f8bca2d3b8b2afac3ca/0382ae53-f262-4afb-b8ae-00d26d6d5603_rw_1920.jpg?h=4c55c354798b6f18d0a1baf61c7e73a2)
Project Brief
Cydcor needed to design and develop a Salesforce buy flow for sales agents to sell AT&T Wireless in Retail and B2B segments. This included 3 separate flows – for new customers, existing customers who wanted to add a line, and existing customers who wanted to upgrade a line.
![](https://cdn.myportfolio.com/1349ee66f6bb9f8bca2d3b8b2afac3ca/4dccf8aa-b488-41cf-a612-8c7c7a6c4b42_rw_1920.jpg?h=7cbcacfcb3ab904b82e512b6868653cc)
Process
I started by collaborating with the BSA team to gather and evaluate the user requirements and API functionality. From there I created user flows, sketches, and high fidelity UI mockups to clearly illustrate how the pages should function and look.
![](https://cdn.myportfolio.com/1349ee66f6bb9f8bca2d3b8b2afac3ca/4b5a3ead-a822-4fb6-9179-f8f540922444_rw_1920.jpg?h=07b4ec755dd18060e237e5b94afc8284)
Prototype
We used those mockups to present drafts to our internal team members, key stakeholders, and the AT&T team. Once approved, our team worked closely with the development team to create a beautiful and usable product.
Inspiration
Since the design was meant to be used within Salesforce, I used the Lightning Design System as a reference tool. This allowed me to focus on designing a delightfully easy to use product for the users and the developers to concentrate on implementing important user focused functionality.
![](https://cdn.myportfolio.com/1349ee66f6bb9f8bca2d3b8b2afac3ca/58c2eb61-18c3-4112-b82a-aecead0c31db_rw_3840.jpg?h=6bc14c62cde856a2e43822fa0def9ced)
The Salesforce buy flow is now live and being used by Sales Reps in Retail and B2B segments.
![](https://cdn.myportfolio.com/1349ee66f6bb9f8bca2d3b8b2afac3ca/ece4dfde-49ed-4df3-8598-c03bd8efdb6e_rw_1920.jpg?h=5cbd8296127ba6febd67edf939e978ff)