Project Overview

This project was a redesign of an existing Sales Cloud Basics module from the Salesforce Trailhead platform. The goal was to enhance the learner experience by introducing meaningful interactivity and improving content clarity.

Note: All source content is public and owned by Salesforce.

The Challenge 

Sales reps weren’t consistently using Salesforce data to inform their work, even though training was available. The existing module was text-heavy and overwhelming, making it difficult for learners to identify which metrics actually mattered.

There was also a gap between training and application. Learners could complete the module, but still struggled to use dashboards effectively in their day-to-day work.

My Role

As the Instructional Designer and Learning Experience Designer, I:

• Analyzed the existing module and identified engagement gaps

• Redesigned content into a more digestible, visual format

• Created an interactive dashboard activity to reinforce learning

• Built the module in Genially and deployed it in TalentLMS

• Incorporated gamification to align with the Trailhead experience

My Design Process

My approach focused on simplifying the experience without changing the core content. The information itself wasn’t complex, but the presentation created unnecessary cognitive overload.

I addressed this by breaking content into smaller chunks, improving visual hierarchy with whitespace, and maintaining a clean, consistent layout. I also made a deliberate decision to include only one interactive element to enhance engagement without overwhelming the learner.

Solution

I want to note once again that I did not change the content. Instead,  I simply found ways to present the information in a more digestible format. I separated the information into scaffolded chunks and highlighted the main idea of the slides to let it stand out. Key metrics were simplified into actionable insights, and content was reorganized into scaffolded sections that were easier to navigate. I also made sure to allow for extra white space on each slide to make it less overwhelming for the learner to read the information.

Part 3 of the Sales Cloud Basics module covers the dashboard software that Sales Reps use.  For my element of interactivity, I found a replica of the dashboard online and recreated the dashboard with an added hotspot feature to create a learner-driven experience. Lastly, I deployed the module in TalentLMS, where I added gamification elements such as progress tracking, points, and a completion badge to maintain consistency with the Trailhead experience.

Deliverables:

• Interactive eLearning module (Genially)

• Scenario-based dashboard activity

• LMS deployment with gamification (TalentLMS)

Impact

The redesigned module improved the overall learner experience by making content more engaging, accessible, and easier to apply. Learners were better able to identify key metrics and understand how to use them in context.

Stakeholders responded positively to both the design and the rationale behind the decisions, particularly the balance between simplicity and interactivity. The final product created a stronger connection between training and on-the-job performance.

What I’d Do Differently

If I were redesigning this today, I would break the content into microlearning and embed performance support directly within Salesforce. I would also incorporate more real-time practice using live data to better reflect the day-to-day experience.