Salesforce RPG

In this project, I gathered requirements for, planned, built, and tested a custom Salesforce App for professional gamemasters to manage their adventures & businesses in one easy-to-use app:

Project Highlights Include:

• Gathering requirements from gamemasters to gain insights into their business needs.

• A custom Salesforce App for gamemasters to easily manage their adventures and business, all in one place.

• 12 flows (including screen, before-save and after-save flows) to allow easy data entry & maintain data integrity.

• A Lightning Home page & Dashboard that gives gamemasters insights and actionable data on their sessions & players.

• Custom-built Lightning Record Pages that incorporate conditional visibility to keep the UI clean.

• Customized Search Layouts to enable gamemasters to use the app at a glance mid-session

Process

The steps I've taken to develop and deploy the app:

1. I conducted end user interviews & research to gather requirements, focusing on current pain points and goals.

2. Then, I identified personas and user stories to understand who will be using the package and the types of problems they'll be solving as they do so--almost all end users will be new to the Salesforce platform.

3. With simplicity, ease of use, and reporting needs in mind, I planned the data model in Miro by visually showing what objects and fields I'd need to create and how they'd relate to one another.

4. Then, I configured the Salesforce org, managing various tasks in Jira using Agile methodology.

5. I presented a demo of a Minimum Viable Product for feedback to the user community before making final app revisions.

Coming Soon:

6. Next, I'll be working to build and document an Experience Cloud site and 3rd party functionality & integrations.

7. I'll finalize a User Guide, which includes screenshots and video tutorials for users to get started using the app.

8. When the app is finished, I'll use VS Code and GitHub to make an unmanaged package publicly available.

9. As part of the release plan, I'll present a live user-training session for gamemasters, to walk them through how to install and use the app.

Screen Flows

Start New Session Screen Flow

Add New Player Character to Session Screen Flow

End Session Screen Flow