Salesforce
Self-Service
Assessment Tool
I designed the interface and visual system for Salesforce’s self-service assessment tool—an interactive experience that guides users through structured questions about their website and delivers a clear, actionable scorecard grounded in best-practice insights.
Enterprise SaaS
End-to-end product design
B2B Product Tool
Evaluation flows
THE SOLUTION
A Repeatable Decision Framework for Self-Service Maturity
Instead of static guidance, the tool functions as a reusable evaluation framework — translating qualitative inputs into clear scores, priorities, and next actions.
THE EXPERIENCE
From Evaluation to Action
Teams move through a guided assessment, receive scored feedback, and walk away with prioritized next steps.
DESIGNED FOR EVERY SCREEN
The Same Assessment,
Any Device
The evaluation experience was built to work as well on a phone as on a desktop — same questions, same live scoring, same scorecard output. No compromises.
OUTCOMES
Built for Adoption at Any Scale
6
categories
evaluated
22
best practices delivered
3
prioritized recommendations
per score
The assessment translates evaluation inputs into a complete, downloadable scorecard — giving teams a clear picture of where they stand and exactly what to fix first, without a single expert consultation required.
Design tradeoff
Modular over custom. A templated scoring system meant the tool could cover any self-service setup without bespoke configuration — consistency and speed over a perfectly tailored experience.
