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RKUX

TAKE A TOUR OFRISKONNECT’SNEW USER

EXPERIENCERyan Schorr | Senior Training Consultant, RKU

Agenda

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From Riskonnect Classic to RKUXAn incredible UI facelift that provides a lightning-quick User Experience.

The RKUX InterfaceNew tools built for convenience, efficiency, and fun.

A Redesigned Setup ExperienceFrom the all-new Object Manager to improved metadata search, the Setup menu is better than ever.

The App BuilderThe drag-and-drop UI framework design tool that all but replaces hand-coding custom interfaces.

Next-Generation AnalyticsThe new Platform Reports includes better lists, better charts, and better builders.

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FROMRISKONNECT CLASSIC

TO

RKUX

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CLASSIC RKUX

Riskonnect Classic vs. RKUX

Classic interface focused on vertical scrolling and full-page refresh

Redesigned interface with console (sub-tabbed) view and frame refresh

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Full Page Refresh in Classic

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Frame Refresh in RKUX

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User Experience Design:

The process of enhancing user satisfaction with a product by improving the usability, accessibility, and pleasure provided in the interaction with the product.

RKUX focuses on:● Improving user efficiency

● Creating comfortable, fun workspaces

● Reducing the clicks needed to perform tasks

● Accelerating access to info

● Providing admin tools that are easier to use

Why is it called the “Riskonnect User Experience,” or RKUX?

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THE

RKUXINTERFACE

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● 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.

Global Tools

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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.

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The down arrow next to a tab can contain:

Smart Tabs with Shortcuts

Two Clicks(and no page refresh delay)

● A temporary tab creation prompt

● The last 3 “recently viewed” list views● The last 3 “recently viewed” records● Any records or lists you’ve favorited● A “new record” shortcut

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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.

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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

New and Improved List Views

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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.

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AREDESIGNED

SETUPEXPERIENCE

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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

Hopping Over to Setup

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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

The New RKUX Setup Interface

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THE

APP BUILDER

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UI Framework Design: Drag-and-Drop vs. Hand-Coding

App Builder

Drag-and-drop UI framework

Visualforce

Code-based UI framework

WYSIWYG

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NEXT-GENERATIONANALYTICS

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Classic RKUX

A New Report View

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Classic RKUX

A New Dashboard View

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Report Builder User Interface

CONFIGPANE

Choose which data should be displayed and how it

will be organized

PREVIEWPANE

See a small set of sample data to help

you build the report (chart

optional)

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QUESTIONS?

Coming Up Next:12:00 – 1:15: Lunch

1:15 – 2:30: Industry Discussions● Construction & Manufacturing

GRAND BALLROOM 2

● Financial & Business ServicesCHANCELLOR 1

● HealthcareCHANCELLOR 2

● RetailGRAND BALLROOM 1

● Solution CentralATRIUM