Work / The Agency

Less of an eyesore. By design.

The Agency was building a custom Salesforce CRM from scratch. Only the tools they needed, only the data they used. My job was to make it usable for the people staring at it eight hours a day. Cleaner navigation, unified tables, calmer hierarchy.

RoleUX / UI Designer
CompanyThe Agency
PlatformWeb (custom Salesforce CRM)
Status Shipped · 2018
The Agency — redesigned Salesforce CRM homepage
01 · The problem

Built to be used. Not built to be looked at.

The Agency was assembling a custom Salesforce build to handle their day-to-day: leads, accounts, opportunities, the usual CRM surface, but trimmed to only the tools and data they actually used. Salesforce was customizable, and the team had taken full advantage. Every page got its own table. Every section its own nav model. Every screen a fresh stack of CTAs at varied sizes.

Usable in a sprint, painful over months. People spent their whole day in this tool. Eye strain, lost clicks, and "where's the button I clicked yesterday?" were the daily friction.

Salesforce platform overview — CRM, marketplace, community, analytics
For context · Salesforce platform — CRM, marketplace, community, analytics
Original Agency homepage — cluttered tables, dense nav, contrast-heavy palette
The starting point. High-contrast palette, inconsistent table styles, CTAs of varied sizes throughout.
From the page itself
Text was hard to see. Sections weren't well defined. CTAs of varied sizes everywhere, no consistent hierarchy. Comfortable for ten minutes, brutal for eight hours.
02 · Approach

Three things to fix. In order.

We agreed on the three biggest sources of friction: the navigation (slow, disorienting), the tables (no consistent pattern across the screens that did the same job), and the overall visual hierarchy (everything equally loud, so nothing read as important).

I worked through them in that order. Nav first, because everything else lives behind it. Tables next, since most of the data on every page sat inside one. Overall look last, so the type, color, and spacing decisions could lock in once the components had settled.

04 · Tables

One table pattern. Not twelve.

Most data on the platform lived in tables, and every screen had its own variation. Different sizing, different action placement, different refresh, filter, sort, pagination behavior. I built one reusable table that worked across the screens doing the same job.

Original tables — multiple variations across the platform
A sample of the original tables on the homepage. Each one different in spacing, action style, and pagination behavior.

Five things changed:

  • Type and contrast. Bumped font size and adjusted weight for readability, especially for older users on the team.
  • Actions consolidated to the left. Multi-select edits worked from one corner of the table, instead of hunting for an action menu per row.
  • Calmer zebra striping. Reduced the row separation so it grouped without competing with the content.
  • Iconography held steady. Kept icons close to the existing set users were already trained on, with accent color reserved for confirming actions.
  • Pagination simplified. Checked the data first: roughly 99% of tables held under 100 entries, so a 10-page cap with single-click jumps to any page covered the real use without overbuilding.
New table pattern — unified across screens, actions left-aligned, simplified pagination
New table · unified across screens, actions left, simplified pagination
Table detail — type hierarchy, hover affordances, action grouping
Detail · hierarchy, hover affordances, action grouping
05 · Overall look

Less contrast. More hierarchy.

The old palette was high-contrast black-on-white that fatigued eyes by mid-afternoon. I kept the brand colors and used a range of grays for body copy. Softer, with enough difference between shades to pull sections apart visually. Larger text, more spacing, simpler labels. "Create Chatter Post" became "New Post" because the post lived inside a section that already named what it was.

The result is a surface that holds up over a full workday, with hierarchy doing the work that loud color contrast used to.

Before — original homepage with high-contrast palette and inconsistent components
01 Before high contrast, mixed components
After — redesigned homepage with calmer palette, unified tables, and clearer hierarchy
02 After calmer palette, unified system
Same data, calmer surface. Hierarchy carried by spacing and type rather than contrast.
06 · Reflection

What I'd do differently.

What worked

Tackled the system, not the screens.

Building one reusable table beat redesigning every screen one at a time. The nav fix paid back on every other page. Working component-first kept scope manageable in a project where every screen needed something.

What I'd change

Validate sooner, not after.

I confirmed the pagination cap with data after sketching the redesign. Today I'd front-load that kind of check on each big call (table density, default sort, action placement) before committing to a direction.

Open question

How much personality to fight for.

The CRM was internal, so I leaned conservative on type and color to keep productivity high. Worth knowing: would a touch more personality have helped the team feel ownership of the tool, or hurt focus? An A/B test for whoever picks this up next.

What I'd love to know

Adoption I never got to measure.

I left The Agency before the new build had been in use long enough to measure. Did people work faster, click less, complain less? Open question. The right metrics existed in the platform; someone just had to look.

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