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A heuristic evaluation is a usability inspection method that involves having evaluators examine a user interface and assess its compliance with established usability principles (or “heuristics”). These heuristics are guidelines or rules of thumb that help identify common usability problems. During a heuristic evaluation, evaluators inspect the interface and identify potential usability issues based on the heuristics. The evaluators then report their findings to the designers or developers, who can use this feedback to improve the interface. Heuristic evaluation is a cost-effective and efficient way to identify usability problems early in the design process. It can be done quickly and does not require large groups of participants. It is particularly useful for identifying problems that may not be detected through user testing or surveys1.

A heuristic evaluation is the most suitable method for determining the portal’s compliance with recognized standard usability principles, such as Nielsen’s 10 heuristics for user interface design2. These heuristics cover aspects such as visibility of system status, match between system and the real world, user control and freedom, consistency and standards, error prevention, recognition rather than recall, flexibility and efficiency of use, aesthetic and minimalist design, help users recognize, diagnose, and recover from errors, and help and documentation. By applying these heuristics to the portal, the UX team can identify and prioritize the usability problems that need to be fixed.

An intuitive review is a less formal and less rigorous method of usability inspection, where an evaluator relies on their own intuition and experience to judge the usability of an interface. An intuitive review does not follow a set of predefined heuristics or criteria, and it is more subjective and prone to bias. An intuitive review can be useful for getting a quick overview of the interface, but it is not as reliable or comprehensive as a heuristic evaluation3.

User testing is a usability evaluation method that involves observing and collecting data from actual or potential users as they perform tasks with the interface. User testing can provide valuable insights into how users interact with the interface, what difficulties they encounter, and what their preferences and expectations are. User testing can also measure the effectiveness, efficiency, and satisfaction of the interface. However, user testing is not the best method for determining the compliance with standard usability principles, as it does not directly assess the interface against the heuristics. User testing is also more time-consuming, resource-intensive, and complex to conduct than heuristic evaluation4.

The Path component is a Salesforce Lightning Design System (SLDS) component that can be used to represent stages for opportunities within the sales process. The Path component displays the stages as a horizontal bar with icons and labels, and highlights the current stage with a blue background. The Path component also allows users to move opportunities to different stages, view and edit key fields for each stage, and access guidance and tips for each stage. The Path component can be added to any object that has a picklist field with values that represent stages, such as the Stage field on the Opportunity object12. References:

Path Component

Set Up a Path for Your Sales Team

 A human-centered design process is a creative approach to solving people’s problems that begins with identifying their needs and ends with creating solutions that meet those needs1. A human-centered design process typically involves the following steps in this order23:

Observation: This step involves researching and understanding the users, their context, their goals, their pain points, and their behaviors. Observation methods include interviews, surveys, ethnography, contextual inquiry, and data analysis.

Ideation: This step involves generating and exploring a wide range of possible solutions that address the users’ needs and problems. Ideation methods include brainstorming, sketching, mind mapping, affinity diagramming, and storyboarding.

Prototyping: This step involves creating and testing low-fidelity or high-fidelity representations of the proposed solutions, such as mockups, wireframes, or interactive models. Prototyping methods include paper prototyping, digital prototyping, and rapid prototyping.

User Feedback: This step involves collecting and analyzing feedback from the users on the prototypes, such as their opinions, preferences, satisfaction, and suggestions. User feedback methods include usability testing, user testing, focus groups, and surveys.

Iteration: This step involves refining and improving the prototypes based on the user feedback, and repeating the prototyping and user feedback steps until the optimal solution is achieved. Iteration methods include agile development, design sprints, and A/B testing.

Implementation: This step involves deploying and launching the final solution to the users, and monitoring and evaluating its performance and impact. Implementation methods include release management, change management, and analytics.