Deloitte Digital · Salesforce

A sales approval dashboard for Cornerstone

Cornerstone wanted to speed up its quote and approval process for sales staff. I brought the Cornerstone brand to a standard Salesforce dashboard, working within the platform's customization limits.

My role: UI Designer, working with a UX designer
Agency: Deloitte Digital
What I designed: A branded design system for the Salesforce quote and approval dashboard

Branded Salesforce quote dashboard on a laptop

Branding inside a platform's limits

Salesforce limits how far a dashboard can be customized, so the work was a design system: colors, type and icons from the Cornerstone brand, applied to the standard components sales associates already used.

The visual direction: brand colors, type and icons.

Full pending approval screen — Pending approval. Scroll inside the frame to see the full screen.

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