User Testing Developer Experience User Retention

Salesforce Code Builder
Onboarding Redesign

Role
Product Designer
Timeline
Jan 2023 – Mar 2024 (GA Launched in Nov 2023)
Team
1 PM, 2 Designers, 3 Engineers
Code Builder Onboarding UI
One IDE, two very different users. One onboarding experience to serve them both.

Salesforce Code Builder is a web-based IDE that brings the power of VS Code directly into the Salesforce platform. It needs to work for seasoned pro-code developers who want immediate access to their tools, and for low-code or hybrid users who need more context to get started.

The challenge was building an onboarding experience that could flex its complexity based on who was walking in — without creating friction for either group.

My design partner and I gathered feedback through beta testing. Developers expected to start immediately, not be guided step-by-step. Confusing setup and auth flows created hesitation, and misaligned mental models led to early drop-off — the friction wasn't at the edges, it was baked into the first few minutes. That pushed the question further than "how can we improve onboarding" — it became about rethinking whether onboarding should exist at all.

Pro-code developers
Expect to start immediately, relying on familiar IDE patterns with no hand-holding
Low-code users
Need more context and guidance to feel confident in an IDE environment
Shared tension
A single, rigid onboarding flow was slowing down one group without adequately supporting the other
High stakes
First impressions at GA launch would directly shape adoption across 50k+ users
An onboarding experience that meets each user where they are.

From those findings, I drove the concept phase — translating what we'd learned into what needed to change and how. We considered removing onboarding for pro-code users entirely, letting them drop straight into the editor with zero flow at all — but low-code users still needed guidance, and building two entirely separate products wasn't sustainable for a two-designer, three-engineer team.

So instead of one onboarding experience or none, I redesigned the entry to fork: immediate, frictionless access for pro-code developers, with the right level of guidance surfaced for low-code users who needed it. No rigid flows, no one-size-fits-all ramp.

50k+
Adoption across users at GA launch
↓40%
Time-to-first-action for new users
200k+
Shown at Dreamforce to attendees worldwide
A first look at the redesigned onboarding experience.

The details of this project are confidential.

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