RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER...
Transcript of RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER...
![Page 1: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/1.jpg)
Presentation Management sponsored by
RKUX
TAKE A TOUR OFRISKONNECT’SNEW USER
EXPERIENCERyan Schorr | Senior Training Consultant, RKU
![Page 2: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/2.jpg)
Agenda
Presentation Management sponsored by
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.
![Page 3: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/3.jpg)
Presentation Management sponsored by
FROMRISKONNECT CLASSIC
TO
RKUX
![Page 4: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/4.jpg)
Presentation Management sponsored by
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
![Page 5: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/5.jpg)
Presentation Management sponsored by
Full Page Refresh in Classic
![Page 6: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/6.jpg)
Presentation Management sponsored by
Frame Refresh in RKUX
![Page 7: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/7.jpg)
Presentation Management sponsored by
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?
![Page 8: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/8.jpg)
Presentation Management sponsored by
THE
RKUXINTERFACE
![Page 9: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/9.jpg)
Presentation Management sponsored by
● 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
![Page 10: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/10.jpg)
Presentation Management sponsored by
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.
![Page 11: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/11.jpg)
Presentation Management sponsored by
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
![Page 12: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/12.jpg)
Presentation Management sponsored by
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.
![Page 13: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/13.jpg)
Presentation Management sponsored by
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
![Page 14: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/14.jpg)
Presentation Management sponsored by
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.
![Page 15: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/15.jpg)
Presentation Management sponsored by
AREDESIGNED
SETUPEXPERIENCE
![Page 16: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/16.jpg)
Presentation Management sponsored by
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
![Page 17: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/17.jpg)
Presentation Management sponsored by
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
![Page 18: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/18.jpg)
Presentation Management sponsored by
THE
APP BUILDER
![Page 19: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/19.jpg)
Presentation Management sponsored by
UI Framework Design: Drag-and-Drop vs. Hand-Coding
App Builder
Drag-and-drop UI framework
Visualforce
Code-based UI framework
WYSIWYG
![Page 20: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/20.jpg)
Presentation Management sponsored by
NEXT-GENERATIONANALYTICS
![Page 21: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/21.jpg)
Presentation Management sponsored by
Classic RKUX
A New Report View
![Page 22: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/22.jpg)
Presentation Management sponsored by
Classic RKUX
A New Dashboard View
![Page 23: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/23.jpg)
Presentation Management sponsored by
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)
![Page 24: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/24.jpg)
Presentation Management sponsored by
QUESTIONS?
![Page 25: RISKONNECT’S TAKE A TOUR OF RK NEW USER UX€¦ · UX TAKE A TOUR OF RISKONNECT’S NEW USER EXPERIENCE Ryan Schorr | Senior Training Consultant, RKU . Agenda Presentation Management](https://reader034.fdocuments.us/reader034/viewer/2022051823/5fee0a70f9c7494e656bdf1d/html5/thumbnails/25.jpg)
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