Salesforce use case
Reduce Salesforce Clicks For Sales And Service Teams
Teams avoid Salesforce when common tasks require too many tabs, fields, modals, and half-remembered process rules.
Salesforce UI improvement Switzerland SME
Swiss SME workflow
Workshop-ready
Human approval by design
Before AI
How it looks today
- Users jump across record pages.
- Required fields are discovered too late.
- Managers compensate with spreadsheets.
- Small UI improvements wait in the backlog for months.
What AI can do
The first useful pass
- Prototype simplified task screens.
- Generate Lightning Web Component drafts.
- Create guided flows and validation prompts.
- Document the before and after process for review.
Humans approve
What stays in human hands
- Data model changes.
- Production deployment.
- Security, sharing, and permission changes.
Tools involved
The stack we usually meet
- Salesforce
- Salesforce CLI
- Claude Code
- Codex
- GitHub
- Sandboxes
Workshop exercise
Reduce Salesforce clicks
Pick one high-friction Salesforce task. We map the clicks, design a simpler path, and prototype the improved UI in a safe development flow.
Expected outcome
A cleaner Salesforce workflow that users can understand quickly and admins can continue improving safely.
Bring this to a workshop →