top of page
Redefining Trailhead learning with AI Precision
My Role
UX Designer & Researcher- Ideation, User User flows, User testing. Wireframes, Visual Design.
Team
Product Manager, Principal Product Designer, UX designers.
Duration
40 weeks, Sept 2024- May 2025.
Industry
Ed-Tech.
Overview
The goal was to redesign the Trailhead Platform by addressing its current challenges and pain points, while seamlessly integrating Agentforce into the proposed solution.
Trailhead is Salesforce’s learning platform that offers interactive, self-paced modules to help users build skills across various roles and products.
This project was part of a Capstone collaboration with Salesforce and was led by me.
Context
What is Trailhead?
Trailhead is a free online learning platform that uses gamified, interactive modules and trails to teach Salesforce, business, tech, and soft skills, with points and badges to track progress.
A look at current trailhead design
The Problem
Navigating layered problem spaces.
I started by going through a set of "How might we" statements provided by the Trailhead team, informed by their internal research and documentation.
Setting the right business objective
Understanding business goals, principles, needs, and wants while keeping insights in focus. It’s all about aligning priorities with meaningful actions.
Solution
Solution
We divided the solution into three distinct segments, each addressing a specific challenge within the platform: improving search efficiency, redesigning the dashboard, and streamlining course handling.
Phase 1
Trailhead Dashboard - Reimagined for a Better Learning Journey
Study Plan-Set up
Outcomes
Research
The beginning
Trailhead Review Analysis
I started by understanding the holistic picture of what users were saying — which naturally led me to communities for deeper, qualitative research and also recruit users for interviews.
What do we know about our users?
We recruited several participants and conducted 16+ interviews to better understand their user journeys, identify pain points, and uncover their expectations for Trailhead.
Methods
Tools
Authentic voices,
Real Issues.
Competitive analysis
Competitive Analysis
After identifying key focus areas through user interviews, we conducted a competitive analysis to better understand market trends and positioning.
Competitor Benchmarking
User Flows
Design Direction & Vision
After completing competitor benchmarking and finalizing the focus areas, I defined the design direction, identified potential limitations, and outlined a clear vision of success.
Potential Limitations to consider
Technical Constraints
Fragmented team ownership
Victory Vision - What would success look like?
Primary objectives Fulfilled!
- AI Integration
- Personalization
- Addressing current problems
+
Competitive Advantage
-Operational excellence
- Strong return of investment
- Increased market share
Design iterations
Design Iterations
Initial design explorations
I began with sketching as a way to quickly explore ideas and spark productive discussions with the team.
6+ hours
40+ iterations
Low-fidelity designs
User Testing
Testing - Phase 1
Before transitioning into visual design, we conducted user testing to gather feedback on the new changes, gain insights into user behavior and sentiment, and identify opportunities for refinement.
Tools
12+
Participants
100+
Insights
Methods
Here's what users said...
* Here are some insights from user testing that I made notes of*
Outcome? - Based on the insights gathered and discussions with the Trailhead team, I finalized the design direction and moved forward with the final visual execution.
User Testing
Visual Design
I primarily leveraged the Trailhead Design System to maintain visual consistency, while also designing a few custom components to support new functionality and enhance clarity within the updated layout.
Final Designs
Design decisions
Quick course search + Course Notes
User Dashboard + Study Plan
Impact
Insights and Growth
Reflections & Takeaways
I also got an opportunity to present my work at large event.
bottom of page