Salesforce Emails

Salesforce Email Template

A fully modular, dev-ready email system for Salesforce. Built to scale across business units and delivered clean enough that it led to an ongoing UX partnership.

The Problem

Salesforce needed a consistent, scalable email system that multiple teams could use independently. The existing setup was inconsistent and slow to produce. They needed a flexible framework that development could implement and replicate without designer involvement every time.

My Role

Lead Designer on the full email system, from component architecture through dev handoff.

Designed a reusable component library covering hero, CTA, testimonials, and more
Built responsive templates for onboarding and product update use cases
Created detailed asset exports with image specs, sizing, and layout documentation
Delivered dev handoff documentation so teams could implement without additional support

The Approach

Mapped the range of email types and use cases before designing a single component
Built modular blocks that could be mixed and matched across different email types
Designed responsive layouts for both desktop and mobile from the start
Documented every spec — spacing, padding, image sizing — so developers had no guesswork

My Results

System implemented by developers without any additional design support
Covered onboarding and product update use cases across multiple business units
Salesforce brought our team back for UX research and help portal work directly off the back of this project

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