UX and Design: Top Tips for Salesforce Apps on Mobile and Wearables Mitch Kreaden Director of Product Management
© 2015 Ap)us Corpora0on 2015 / Confiden0al
Presenters
Dominic Steil Sales Engineer Ap.us
Mitch Kreaden Director of Product Management Ap.us
Dan Reid Senior Director of Product Marke:ng DocuSign
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About ApAus
Ap)us, the category-‐defining Quote-‐to-‐Cash soZware company, drives the vital business process between the buyer’s interest in a purchase and the realiza0on of revenue. Ap)us is delivered on the Salesforce1 pla\orm. Our applica0ons include Configure Price Quote (CPQ), Renewals, Contract Management and Revenue Management.
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• How should you approach UX and design
• Choosing use cases that make the most sense
• Mobile and Wearable App Demos
• Grouping informa0on & the Impact of glance-‐ability
• Lightning Demo
• Lessons learned designing Salesforce apps
Focus Points
• Smartphone sales surpass PC sales since 2012
• People touch their phone up to 150 0mes a day
• Mobile internet now exceeds desktop internet usage • 1.2 m apps were developed for iPhone and Android Ø Up to 87% of mobile apps are deleted within six months
• Wearables will grow from 19.6 m in 2014 to 126.1 m by 2019
Why Mobile and Wearables
1. Know Your Audience • Designed for specific use cases in mind
2. Make it Easy to Access/Use • Simplified UI
3. Make it Cool & Familiar • Converge Mobile, Web & SFDC UX
4. Enable Users • Designed to increase produc0vity
5. Make it Reliable and Secure • Built on Salesforce1 Pla\orm
How to Approach Mobile Design
Are You Ready For Wearables?
• Grow from 19.6 m in 2014 to 126.1 m by 2019
• Adop0on rate parallels to tablets
• Most successful wearables are smart watches and health/fitness trackers (i.e. 9 in 10 wearables)
• Study: Increased employee produc0vity by 8.5% and job sa0sfac0on by 3.5%
Source: IDC Worldwide Quarterly Wearable Device Tracker, March 30, 2015
Source: PWC
Differences between Mobile & Wearables • Extension of phone not replacement • Leverage WK and iOS posted standards • Keep goal simple & focused • Wearables is a revisit of early mobile days • Set realis0c expecta0ons • Time factors & space limits • iOS & SF Dev resources needed • Leverage Glances
Design Tips & Lessons Learned
DO’S DONT’S • Set top 3 goals • Proper loca0on and size
for tap targets • Focus on func0on first,
then form • Speed & caching • Post customiza0on and
usability tes0ng • Allow for mistake
recovery
• Complicate feature set • Forget that you are not the user • Forget state • Overcrowd views • Keep user wai0ng • Overuse push no0fica0ons • Go big in phase 1
Early mobile prototype
• h)ps://github.com/developerforce/SalesforceWear-‐DevPack-‐For-‐AppleWatch
• h)ps://developer.apple.com/watch/human-‐interface-‐guidelines/specifica0ons/
• h)p://www.slideshare.net/search/slideshow?searchfrom=header&q=salesforce+mobile+2015&ud=any&Z=all&lang=**&sort=
• h)ps://developer.salesforce.com/mobile/services/mobile-‐templates • h)p://www.slideshare.net/developerforce/visualforce-‐in-‐salesforce1-‐op0mizing-‐your-‐user-‐interface-‐for-‐mobile
Wearable Examples & Resources
DocuSign Mobile Strategy
• Free-‐to-‐Sign Growth Strategy (Mobile) – Need to serve a consumer and enterprise audience both
• Na0ve Apps – Premium experience. Freemium with upsell – Tablet Apps
• Mobile Web – Breadth coverage. Any device • SDK and Partners – Your partners sell for you • Salesforce Partnership – Key strategic alliances
– SF1
Full FuncSonality
NaSve Apps
Consumer Features
Enterprise CapabiliSes
iOS
Windows Phone
Android
HTML5
Salesforce1
Across Mobile Platforms
20% 26%
iPad iPhone Android Win Phone/8
29% 5%
DocuSign Consumer Accounts (by OriginaSon Channel)
Great Customer Experience Comes First – Native Apps
§ Sign and Send Documents § Customizable Workflow § Sign In-‐Person or Remote § Work in Offline Mode
§ Push No0fica0ons § Navigate Direct to
Document for Signature
§ Manage and Filter All Documents in your Queue
§ Access Documents Directly from Salesforce
Salesforce1
§ Integrated with Salesforce 1 § Specify Documents, Signers, and Workflow § Post Updates to Cha)er Automa0cally
• Lightning framework • New UI layer for Salesforce • Consist of App builder, Components, exchange &
design system • Lightning Design System (SLDS)
• Collec0on of design pa)erns, components, and guidelines for crea0ng unified UI in the Salesforce ecosystem
• Pure CSS framework to use with VF, lightning
What Is App Builder & Lightning Components
• New tools to help Admins • Build apps (via App Builder) • Automate business processes (via App Builder) • Integrate data (via components)
• Apps are comprised of components • Components can be created or consumed • Lightning uses an event driven framework/ Arch
What Is App Builder & Lightning Components
Why Lightning MaAers
• Trend towards component frameworks (Google=Polymer)
• Help unify UX across ISV Apps • Provide design system & resources to leverage • New easy design tool for Dev teams AND Admins • Leverage components across large product footprints • Lightning is device aware (responsive design) • Minimize loading 0me for faster UX
Final Things To Think About • Style & Nav Consistency
• App context (Russian Doll)
• Needed (Wearable) & doable
• Right delivery : S1, VF vs Angular, Lightning , na0ve App……
• Prototypes (www.invisionapp.com, )p://www.axure.com/)
• Test using real data
• Leverage exis0ng pieces (Wave, Lightning exchange, Lightning)
Later today…
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Built on the Salesforce1™ Plaform
Quote Contract Revenue Opportunity ERP
CONTRACT LIFECYCLE
MANAGEMENT
ORDER MANAGEMENT CONFIGURE
PRICE QUOTE BILLING
REBATE MANAGEMENT DEAL MANAGEMENT
E-‐COMMERCE
QUOTE-‐TO-‐CASH INTELLIGENCE
X-‐AUTHOR
ApAus Quote-‐to-‐Cash Footprint
• Mobile First -‐ Numerous devices • Casual users vs power users • Complex vs simple use cases • OTB vs configurable • SFDC UI vs new App UI • Micro moments & deep info access
Approaching UX As A Salesforce Partner
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