Salesforce Projects
A step-by-step job aid enabling confident Salesforce Gap Report analysis, and an animated explainer video simplifying sales data into actionable strategy.
Gap Report Explainer Video
Overview
An animated explainer video simplifying what the Gap Report is and how consultants can use it strategically.
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Purpose
Designed to bridge data literacy gaps and help sales consultants translate technical reporting into actionable insights.
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Process / ID Thinking
Using Mayer’s multimedia learning principles, I scripted the narrative, structured visual simplifications, and paced content to reduce cognitive load and improve comprehension.
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Tools Used
CreateStudio
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My Role
Scriptwriter, Voiceover Talent, Instructional Designer, Video Developer
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Outcome / Impact
Increased consultant adoption of the Gap Report and received leadership praise for its clarity and accessibility.
Salesforce Gap Report Job Aid
Overview
A step-by-step visual job aid illustrating how to locate, interpret, and apply the Salesforce Gap Report.
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Purpose
Built for Kao Salon Division consultants to improve data confidence and integrate consistent reporting practices into sales planning.
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Process / ID Thinking
Using job-task analysis, I broke the process into micro-steps paired with annotated screenshots. The layout prioritizes clarity, usability, and quick reference during field activity.
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Tools Used
Canva, PDF
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My Role
Instructional Designer, Technical Writer, Visual Designer
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Outcome / Impact
Adopted across new-hire onboarding and coaching programs; became a widely used reference tool for planning and analytics.
