Repitching the registration fix leadership rejected in 2012, this time with a year of call center data behind it.

23 Fields to 8: Saving Dreamforce $100K

1→2

ROLE

Lead UX Designer

COMPANY

Salesforce

1→2

TIMELINE

10 / 2012 - 11 / 2013

TEAM

Solo, ENG, QA, PO, Scrum

CRM

B2B

Enterprise

Global Events

User Research

Information Architecture

Highlights

23 to 8

required signup fields cut, the same fix rejected a year earlier

50%+

drop in registration-related support calls

$100k+

saved annually in call center costs, mostly about registration issues

Before and After

2012: 23 fields

Close up

2013: 8 fields

The Problem

The 2012 form was still costing money.

Dreamforce 2012 shipped with 23 mandatory fields on a single registration screen, and the session reset entirely after 15 minutes of inactivity, forcing users to start over. More than half of Dreamforce's customer service calls traced back to registration difficulties, a direct, measurable cost that leadership hadn't priced into the 2012 decision.

Role & Constraints

PARTNERED ON

Developers, QA, a product owner, and a scrum master throughout the rebuild.

CONSTRAINTS

The same 23-field design flagged as a risk in 2012 was still live and generating call volume.

OWNED

Modernizing the registration and account-creation flow to the 2013 style guide, reworking flow, interactions, and performance for desktop and mobile.

WHAT CHANGED SINCE 2012

Full-time employment status, and a year of measurable call center data tying friction directly to cost.

The Approach

4 steps, one vision.

1. DISCOVERY: Pulled a year of call center data tying registration friction to over half of all support calls.

2. DEFINITION: Set a target of 8 or fewer required fields, in line with established usability guidance.

3. DESIGN & ITERATION: Built task flows, wireframes, and clickable prototypes for desktop and mobile with QA and engineering.

4. DELIVERY: Shipped the reworked flow ahead of Dreamforce 2013, alongside the refreshed style guide.

Key Decisions

Same fix. Different pitch.

The fix

Cut required signup fields from 23 to 8

Why: Over half of support calls traced to registration friction, and this was the exact recommendation rejected in 2012.

Result: Registration-related support calls dropped by more than half, and call center costs fell by roughly $100,000 a year.

The pitch

Led with a year of cost data instead of the design alone

Why: The same recommendation, presented without numbers attached, had been overridden the year before.

Result: The proposal was approved and shipped, and the flow has stayed in production largely unchanged since.

Visuals

Dreamforce 2013 Registration Flow

  • 1. Dreamforce Registration hoime

    Login, retrieve password, or create an account to continue.

  • 2. Welcome

    Event description and important details.

  • 3. Create Account

    Enter information to create an account.

  • 4. Basic Information

    After the account is created, enter detailed information.

  • 5. Additional Training and Certificates

    Add any additional training or certification programs.

  • 6. Additional Training Selected

    One training program selected.

  • 7. Hotel: Select Dates

    Select your hotel dates.

  • 8. Hotel: Search Results

    View hotel search results along with rating, distance from the event, and price options.

  • 9. Hotel: Hotel Selected

    Once selected, it's reserved for 10 minutes to complete the transaction.

  • 10. Checkout and Payment

    Confirm the details and enter payment information.

  • 11. Payment Confirmation

    Payment confirmation, along with the option to download a PDF for reimbursement.

Outcome

What shipped, and what held up.

Dreamforce 2013 drew 143,000 attendees, nearly double 2012's 77,000, on a registration flow that now asked for 8 fields instead of 23. Registration-related support calls fell by more than half, saving Salesforce roughly $100,000 in call center costs, and the core account-creation flow shipped in 2013 and is still running twelve years later, as of 2025.

Reflections

The fix here was the same one I'd proposed in 2012. What changed was how I pitched it: leading with a year of call center data and usability precedent instead of asking leadership to trust the design on its own.