UX and Design: Top Tips for Salesforce Apps on Mobile and Wearables

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

•  Safe
harbor
statement
under
the
Private
Securi0es
Li0ga0on
Reform
Act
of
1995:

•  This
presenta0on
may
contain
forward-‐looking
statements
that
involve
risks,
uncertain0es,
and
assump0ons.
If
any
such
uncertain0es
materialize

or
if
any
of
the
assump0ons
proves
incorrect,
the
results
of
salesforce.com,
inc.
could
differ
materially
from
the
results
expressed
or
implied
by

the
forward-‐looking
statements
we
make.
All
statements
other
than
statements
of
historical
fact
could
be
deemed
forward-‐looking,
including
any

projec0ons
of
product
or
service
availability,
subscriber
growth,
earnings,
revenues,
or
other
financial
items
and
any
statements
regarding

strategies
or
plans
of
management
for
future
opera0ons,
statements
of
belief,
any
statements
concerning
new,
planned,
or
upgraded
services
or

technology
developments
and
customer
contracts
or
use
of
our
services.

•  The
risks
and
uncertain0es
referred
to
above
include
–
but
are
not
limited
to
–
risks
associated
with
developing
and
delivering
new
func0onality

for
our
service,
new
products
and
services,
our
new
business
model,
our
past
opera0ng
losses,
possible
fluctua0ons
in
our
opera0ng
results
and

rate
of
growth,
interrup0ons
or
delays
in
our
Web
hos0ng,
breach
of
our
security
measures,
the
outcome
of
any
li0ga0on,
risks
associated
with

completed
and
any
possible
mergers
and
acquisi0ons,
the
immature
market
in
which
we
operate,
our
rela0vely
limited
opera0ng
history,
our

ability
to
expand,
retain,
and
mo0vate
our
employees
and
manage
our
growth,
new
releases
of
our
service
and
successful
customer
deployment,

our
limited
history
reselling
non-‐salesforce.com
products,
and
u0liza0on
and
selling
to
larger
enterprise
customers.
Further
informa0on
on

poten0al
factors
that
could
affect
the
financial
results
of
salesforce.com,
inc.
is
included
in
our
annual
report
on
Form
10-‐K
for
the
most
recent

fiscal
year
and
in
our
quarterly
report
on
Form
10-‐Q
for
the
most
recent
fiscal
quarter.
These
documents
and
others
containing
important

disclosures
are
available
on
the
SEC
Filings
sec0on
of
the
Investor
Informa0on
sec0on
of
our
Web
site.

•  Any
unreleased
services
or
features
referenced
in
this
or
other
presenta0ons,
press
releases
or
public
statements
are
not
currently
available
and

may
not
be
delivered
on
0me
or
at
all.
Customers
who
purchase
our
services
should
make
the
purchase
decisions
based
upon
features
that
are

currently
available.
Salesforce.com,
inc.
assumes
no
obliga0on
and
does
not
intend
to
update
these
forward-‐looking
statements.

Safe
Harbor

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
plaorm.

Our
applica0ons
include
Conﬁgure
Price
Quote
(CPQ),

Renewals,
Contract
Management
and
Revenue

Management.

Ap)us
serves
over
70
Fortune
500
customers
and

hundreds
of
mid-‐size
companies.

Learn
more:
ap.us.com

•  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
Plaorm

How
to
Approach
Mobile
Design

InnovaSon
&
SimpliﬁcaSon

Usability
User
Adoption
User
Adoption

Choosing
Your
Use
Case

ApAus
Quote-‐to-‐Cash
Footprint

BIG
vs
SMALL

WIDE
vs
TALL

CPQ

Approval

ApAus
CPQ
Mobile
Demo

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

ApAus
Wearable
Demo

ApAus
Approval
Intelligence

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:

Dan
Reid,
Sr.
Director
of
Product

Marke0ng

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…

3
-‐
3:20pm

Build
Apps
Fast
with
Lightning

Components
from
ApAus

San
Francisco
Marrio.
Marquis
Hotel,

Foothill
E

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Presentation Title Goes Here
Presenter Name / Date
Built
on
the
Salesforce1™
Plaform

Quote
Contract
Revenue
Opportunity
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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

UX and Design: Top Tips for Salesforce Apps on Mobile and Wearables

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