TAKE A TOUR OF RISKONNECT S NEW USER EXPERIENCE RK UX. Ryan Schorr Senior Training Consultant, RKU. Presentation Management sponsored by

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1 RK UX TAKE A TOUR OF RISKONNECT S NEW USER EXPERIENCE Ryan Schorr Senior Training Consultant, RKU

2 Agenda From Riskonnect Classic to RKUX An incredible UI facelift that provides a lightning-quick User Experience. The RKUX Interface New tools built for convenience, efficiency, and fun. A Redesigned Setup Experience From the all-new Object Manager to improved metadata search, the Setup menu is better than ever. The App Builder The drag-and-drop UI framework design tool that all but replaces hand-coding custom interfaces. Next-Generation Analytics The new Platform Reports includes better lists, better charts, and better builders.

3 FROM RISKONNECT CLASSIC TO RKUX

4 Riskonnect Classic vs. RKUX CLASSIC Classic interface focused on vertical scrolling and full-page refresh RKUX Redesigned interface with console (sub-tabbed) view and frame refresh

5 Full Page Refresh in Classic

6 Frame Refresh in RKUX

7 Why is it called the Riskonnect User Experience, or RKUX? RKUX focuses on: User Experience Design: Improving user efficiency The process of enhancing user satisfaction with a product by improving the usability, accessibility, and pleasure provided in the interaction with the product. Creating comfortable, fun workspaces Reducing the clicks needed to perform tasks Accelerating access to info Providing admin tools that are easier to use

8 THE RKUX INTERFACE

9 Global Tools Favorites: Click the star to favorite the current page; select the down arrow to access it later. Global Actions: Configure quick actions you can complete from any page of your org. Help: Official Force.com help (not Riskonnect). Admin Tools: Access Setup features here. Notifications: Stuff you should be aware of. Profile: Click your name to access the profile others can see of you; click Settings to configure your time zone, language, and more; choose another Username to switch to another org; and click Switch to Salesforce Classic to toggle back to classic mode for certain tasks.

10 The New App Launcher Using the grid in the upper right corner, you can view all apps and tabs that you have permission to see.

11 Smart Tabs with Shortcuts The down arrow next to a tab can contain: A new record shortcut Any records or lists you ve favorited The last 3 recently viewed records The last 3 recently viewed list views A temporary tab creation prompt Two Clicks (and no page refresh delay)

12 Temporary Tabs You can temporarily pin a list view, record, report, and many other content to the nav bar. Clicking Add to Nav Bar will make it stick.

13 New and Improved List Views List view settings are in the cog You can switch from a Table view to a Kanban view Turn on Mass Edit with the pencil List views can now be visualized using charts Quickly apply or modify filters

14 Enhanced Lookup Fields Lookup fields suggest records as you type, and include a shortcut to create a New record if the one you need doesn t yet exist.

15 A REDESIGNED SETUP EXPERIENCE

16 Hopping Over to Setup The new Setup cog includes: Setup: Switch to the configuration side of the org With the following options variously available when viewing the Home screen, a List View, a Record, or an App Page: Edit Page: Open the current page in the App Builder Edit Object: Open the current object in the Object Manager

17 The New RKUX Setup Interface Here s what s new and improved: Setup topics are categorized more clearly The Quick Find prevents accidental search Global Setup Search at the top The Object Manager tab: A quick way to navigate to the configuration of objects you ve recently been working with

18 THE APP BUILDER

19 UI Framework Design: Drag-and-Drop vs. Hand-Coding App Builder Drag-and-drop UI framework WYSIWYG Visualforce Code-based UI framework

20 NEXT-GENERATION ANALYTICS

21 A New Report View Classic RKUX

22 A New Dashboard View Classic RKUX

23 Report Builder User Interface CONFIG PANE PREVIEW PANE Choose which data should be displayed and how it will be organized See a small set of sample data to help you build the report (chart optional)

24 QUESTIONS?

25 Coming Up Next: 12:00 1:15: Lunch 1:15 2:30: Industry Discussions Construction & Manufacturing GRAND BALLROOM 2 Financial & Business Services CHANCELLOR 1 Healthcare CHANCELLOR 2 Retail GRAND BALLROOM 1 Solution Central ATRIUM