Data Cloud Pricing Calculator

Learn how we transformed an outdated pricing estimator into a flexible tool with standard and advanced modes, to handle a variety of use cases.

$2.7B

FY26 Value Pipe Touched*

*Stat for BVD Tool (This calculator is one component of the broader tool)

The Problem

As products evolved rapidly, the existing Data Cloud pricing calculator quickly became outdated. This created challenges for sellers, who relied on accurate, up-to-date information to guide customer conversations. Our design team partnered closely with a consulting group to evolve the calculator, ensuring sellers are equipped with accurate and relevant tools.

Stakeholder Alignment + Lo-Fi Wireframes

Through rapid iteration of low-fidelity wireframes and high-fidelity design “samplers,” we validated core logic and refined usability in close collaboration with stakeholders and partners.

Hi-Fi Designs

Designed high fidelity designs using our design system to bring the low fidelity wireframes to life. Stayed in close alignment with stakeholders to validate all user flows and content.

Guided Enablement

A collapsible enablement panel that delivers in-context guidance and a glossary of terms as users move through the calculation.

Flexibility of Advanced Inputs Through Assumptions Panel

For more experienced sellers to further fine-tune their calculations and have visibility into the logic of the calculator.

Concise Pricing Summary

An intuitive pricing summary that surfaces both high level and detailed metrics through flexible filtering.

Usability Testing

Using Figma prototypes, we conducted 1:1 usability tests with Account Executives, guiding participants through four core tasks. After synthesizing the findings, we identified key themes and prioritized them for the MVP by evaluating their value and level of effort, this ensured that we could focus on the highest-impact improvements. Design refinements were made before handing off for development.

Maintenance with Vibe Coding

As Salesforce's Data 360 pricing model evolved, we needed to rapidly update the calculator to reflect new inputs and user flows. We used Claude Code to quickly prototype the updated experience, which allowed us to validate designs with stakeholders in days instead of weeks, streamline the developer handoff, and ensure the tool stayed aligned with evolving sales needs.

PROJECT TEAM

Lindy Wong / Design

Shiyu Liu / Design

Allie Short / Design

Alice Rigamonti / Design

Create a free website with Framer, the website builder loved by startups, designers and agencies.