Mark Anthony Wines
- a salesforce project

Mark Anthony Wines
- a salesforce project

📌 Context

  • Company: Wine producer and importer headquartered in Vancouver

  • Goal: Migrate to Salesforce B2B Commerce Cloud and unify multi‑provincial commerce

  • Regions: BC, QC, ON with distinct tax, pricing, and licensing rules

  • Channels: B2B in BC and QC. B2B plus private buyers in ON

The Problem

How might we deliver compliant, salesforce native ,region‑aware B2B commerce that scales across provinces, clarifies availability and pricing, and equips internal teams to allocate inventory efficiently?

The Challenges

🎯 Challenges

  • Provincial differences:

    • BC allows B2B only; Ontario allows both B2B + private buyers.

    • Each province has unique tax, pricing, and inventory rules.

  • Complex registration process: Government-approved licenses, lengthy onboarding forms, and approval workflows.

  • Inventory visibility: In stock, low stock, pre-order (in transit), unavailable. Needed clear messaging and checkout logic.

  • Allocation logic: Sales teams needed a way to split limited inventory across licensees fairly.

  • Legal constraints: Bottle deposit handling, allocation limits, compliance disclaimers.

  • Two audiences:

    • External buyers → frictionless browsing, searching, and ordering.

    • Internal sales team → advanced allocation + order management tools.


Research and Discovery

Mindmapping, Key challenges indentified.

Ideation and Wireframing

Brainstorming Sessions & Keyflows and Findings

Hi - Fi Prototype

The goal of prototyping (SLDS Constraint) was to validate how different user types — Licensees (B2B) and Private Buyers (B2C) — would navigate registration, product discovery, and checkout across three regional storefronts (Ontario, BC, Quebec), each with distinct rules and tax logic.

Impact

The prototype became a single source of truth across UX, Salesforce dev, and compliance teams, enabling faster approvals and reducing rework during development.
It also served as a blueprint for the internal Allocation Tool and Order-on-Behalf Tool, extending the product ecosystem beyond the customer storefront.

Design & Layout

Page Designs

  • Landing: Sign‑in and About

  • Login and Sign Up (with subscription on sign up)

  • Product Catalogue and Product Details

  • Search Results

  • Cart and Checkout

  • Order Details in Account area

Design System & Platform

  • Salesforce Design System as baseline

  • Brand inputs: logo, imagery, color palette

  • Accessibility and responsiveness baked in

Iterative Design

Iterative Design

Interactive mid-fidelity prototypes were developed using Figma, adhering strictly to Salesforce Lightning Design System (SLDS) components for authenticity and development feasibility.

  • Iterations focused on key use cases:

    • Licensee registration and approval flow

    • Product availability states (In Stock, Low Stock, Pre-order, Not Available)

    • Checkout validation based on provincial compliance

    • Account management dashboard with orders, subscriptions, and preferences

Turning Constraints into Scalable Systems

Working within Salesforce Lightning Design System (SLDS) taught me how to design within rigid frameworks while ensuring brand consistency and user delight.
I learned to translate design constraints into scalable product logic — modular flows, reusable UI patterns, and compliance-driven components that could flex across three provinces (BC, ON, QC) with minimal rework.
→ This strengthened my ability to deliver scalable, compliant solutions in enterprise-grade ecosystems.

Bridging User Empathy with Business and Legal Goals

Balancing user needs (fast checkout, easy licensing) with strict provincial regulations and tax rules required close collaboration with compliance, operations, and sales teams.
I developed a product mindset that aligned user experience with business compliance — ensuring legal accuracy while reducing friction through guided, human-centered interfaces.
→ This experience deepened my ability to manage stakeholder alignment and design products that respect both user intent and regulatory reality.

Leading End-to-End Product Thinking

From defining multi-channel customer journeys to designing internal tools like the Allocation Tool and Order-on-Behalf system, I evolved from UX design leadership into strategic product ownership.
I drove decisions around feature prioritization, user validation, and technical feasibility — ensuring every design direction served measurable business goals.
→ This project honed my capability to lead cross-functional teams, connect design rationale to business impact, and deliver under ambiguity.

TAKEAWAYS

Made with ❤ By Sonal Jha | © 2025

Mark Anthony Wines
- a salesforce project

📌 Context

  • Company: Wine producer and importer headquartered in Vancouver

  • Goal: Migrate to Salesforce B2B Commerce Cloud and unify multi‑provincial commerce

  • Regions: BC, QC, ON with distinct tax, pricing, and licensing rules

  • Channels: B2B in BC and QC. B2B plus private buyers in ON

The Problem

How might we deliver compliant, salesforce native ,region‑aware B2B commerce that scales across provinces, clarifies availability and pricing, and equips internal teams to allocate inventory efficiently?

The Challenges

🎯 Challenges

  • Provincial differences:

    • BC allows B2B only; Ontario allows both B2B + private buyers.

    • Each province has unique tax, pricing, and inventory rules.

  • Complex registration process: Government-approved licenses, lengthy onboarding forms, and approval workflows.

  • Inventory visibility: In stock, low stock, pre-order (in transit), unavailable. Needed clear messaging and checkout logic.

  • Allocation logic: Sales teams needed a way to split limited inventory across licensees fairly.

  • Legal constraints: Bottle deposit handling, allocation limits, compliance disclaimers.

  • Two audiences:

    • External buyers → frictionless browsing, searching, and ordering.

    • Internal sales team → advanced allocation + order management tools.


Research and Discovery

Mindmapping, Key challenges indentified.

Ideation and Wireframing

Brainstorming Sessions & Keyflows and Findings

Hi - Fi Prototype

The goal of prototyping (SLDS Constraint) was to validate how different user types — Licensees (B2B) and Private Buyers (B2C) — would navigate registration, product discovery, and checkout across three regional storefronts (Ontario, BC, Quebec), each with distinct rules and tax logic.

Impact

The prototype became a single source of truth across UX, Salesforce dev, and compliance teams, enabling faster approvals and reducing rework during development.
It also served as a blueprint for the internal Allocation Tool and Order-on-Behalf Tool, extending the product ecosystem beyond the customer storefront.

Design & Layout

Page Designs

  • Landing: Sign‑in and About

  • Login and Sign Up (with subscription on sign up)

  • Product Catalogue and Product Details

  • Search Results

  • Cart and Checkout

  • Order Details in Account area

Design System & Platform

  • Salesforce Design System as baseline

  • Brand inputs: logo, imagery, color palette

  • Accessibility and responsiveness baked in

Iterative Design

Interactive mid-fidelity prototypes were developed using Figma, adhering strictly to Salesforce Lightning Design System (SLDS) components for authenticity and development feasibility.

  • Iterations focused on key use cases:

    • Licensee registration and approval flow

    • Product availability states (In Stock, Low Stock, Pre-order, Not Available)

    • Checkout validation based on provincial compliance

    • Account management dashboard with orders, subscriptions, and preferences

Turning Constraints into Scalable Systems

Working within Salesforce Lightning Design System (SLDS) taught me how to design within rigid frameworks while ensuring brand consistency and user delight.
I learned to translate design constraints into scalable product logic — modular flows, reusable UI patterns, and compliance-driven components that could flex across three provinces (BC, ON, QC) with minimal rework.
→ This strengthened my ability to deliver scalable, compliant solutions in enterprise-grade ecosystems.

Bridging User Empathy with Business and Legal Goals

Balancing user needs (fast checkout, easy licensing) with strict provincial regulations and tax rules required close collaboration with compliance, operations, and sales teams.
I developed a product mindset that aligned user experience with business compliance — ensuring legal accuracy while reducing friction through guided, human-centered interfaces.
→ This experience deepened my ability to manage stakeholder alignment and design products that respect both user intent and regulatory reality.

Leading End-to-End Product Thinking

From defining multi-channel customer journeys to designing internal tools like the Allocation Tool and Order-on-Behalf system, I evolved from UX design leadership into strategic product ownership.
I drove decisions around feature prioritization, user validation, and technical feasibility — ensuring every design direction served measurable business goals.
→ This project honed my capability to lead cross-functional teams, connect design rationale to business impact, and deliver under ambiguity.

TAKEAWAYS

Made with ❤ By Sonal Jha | © 2025