Design Your Space With Salesforce

From idea to visualization in minutes: AI + Salesforce streamline space design to save hours of back and forth.

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Inspiration

I was inspired by my own experience as a designer working at a design firm with an inventory of furniture and strenuous back and forths with clients. Each project required hours of searching through inventory, creating models, and iterating visuals based on preferences. This process was time-consuming and often led to miscommunication, delays, and frustration for both clients and designers.

The key pain points I wanted to address were:

  • Difficulty in collaboration between business/sales teams, designers, and customers.
  • The manual process of cross-checking client requirements against store availability, creating quotes, and recalculating pricing if prefab options were unavailable.
  • Time lost in iterations when clients requested changes, requiring new 2D or 3D visualizations and multiple back and forth cycles.
  • Customer dissatisfaction due to miscommunication about discounts, timelines, and materials agreed upon or paid for.

These challenges inspired me to explore how Salesforce and AI could transform the design process into a more seamless and collaborative experience.

What it does

The solution, Design Your Space with Salesforce, streamlines the workflow between customers and designers. Instead of a designer spending hours cross-checking inventory, building models, and manually generating quotes, the Salesforce agent retrieves relevant items, generates clean proposals with visuals, and prepares tailored quotes.

This reduces the design cycle from days to minutes while ensuring accuracy in pricing, materials, and communication. Designers can then step in to refine or finalize, rather than getting bogged down in repetitive tasks.

How I built it

I used Salesforce to manage inventory, client preferences, and quote data. I integrated external APIs such as Perplexity for knowledge retrieval and OpenAI for text and image generation, (since I faced access limitations).

The steps included:

-Creating demo data in Salesforce to simulate a furniture inventory and client requirements. -Using Perplexity to structure and refine the design brief. -Calling OpenAI APIs to generate quick visualizations and text summaries. -Building a clean UI that connects clients and designers, with a CTA to contact the design team once a quote is generated.

Ensuring the flow mimicked a real-world process: from client request to automated visualization and quote preparation.

Challenges I ran into

-Authentication issues which led to limited access to some resources prompted me to rely on external APIs to demonstrate the concept. -Confusion owing to updates to how Connected App works -Technical issues with local API calls blocking some screen recording tools when preparing the demo.

Accomplishments that I am proud of

I am proud of turning a real pain point I personally experienced into a working prototype that demonstrates how Salesforce can simplify the design workflow. Despite access limitations, I built an end-to-end flow that takes a client’s input, generates tailored quotes and visuals, and creates a clear channel for designers to engage.

I am also proud of designing a user experience that feels polished and grounded in actual industry challenges, rather than just showing disconnected technical features.

What I learned

I learned how to creatively combine Salesforce with external APIs to work around access restrictions, while still showcasing the power of Agentforce as the core of the solution. I also gained insight into how structured data in Salesforce can drive meaningful AI outputs.

Most importantly, I learned how to frame technology as part of a compelling story that demonstrates measurable value: saving time, reducing errors, and improving collaboration between clients and design teams.

What's next for Design Your Space With Salesforce

The next step is to bring data back into Salesforce dashboards (potentially using Tableau Next) so that designers, sales teams, and managers can all collaborate on the same source of truth. This would make it possible to:

-Track client requirements against inventory in real time. -Automate pricing calculations, including custom labor and material costs. -Visualize timelines and dependencies directly in Salesforce dashboards. -Provide transparency to clients about discounts, materials, and agreed terms.

Ultimately, the vision is to build a system where designers spend less time on repetitive tasks and more time on creativity, while clients enjoy faster, clearer, and more accurate design proposals.

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