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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