Designed a guided authorization workflow within Salesforce to support investment reallocations, enabling internal teams to accurately capture, review, and submit authorization details while adhering to regulatory and operational requirements.

Focused on reducing manual errors and cognitive load by structuring the flow into clear steps, surfacing only relevant fields, and providing a review and confirmation experience before submission. The final solution improved efficiency for service teams, increased data accuracy, and created a more consistent authorization process across users and accounts.