---
title: Best Practices for Unaric Guide Authors
slug: guide/best-practices-for-unaric-guide-authors
description: Learn best practices for Unaric Guide authors to create clear, engaging, and well-structured help content that improves user adoption in Salesforce.
docTags: 
createdAt: 2025-10-07T15:28:27.435Z
---

**Empower users with embedded, contextual guidance - right where they work.**

Guide Authors are the people behind the in-app experience - curating, creating, and maintaining the content that helps Salesforce users learn, perform, and grow without ever leaving the platform.

### 🎯 The Goal

Deliver the **right information, at the right time, in the right place** to create confident, capable users and a better customer experience.

**For End Users:**

- Faster access to accurate information
- Fewer errors and support requests
- Improved confidence and productivity
- Always-up-to-date, relevant guidance

**For the Business:**

- Continuous learning and adoption
- Measurable engagement and sentiment
- Improved data quality and compliance
- Sustainable, business-owned enablement

### 👩‍💻 Who Are Guide Authors?

Guide Authors are the domain experts, process owners, and champions who translate business knowledge into contextual help.

They might be:

- Salesforce Admins & Super Users
- Learning & Development teams
- Trainers & Process Owners
- Product Managers or Communications Leads

Their mission is simple: **Make it easy for users to find, understand, and act on the information they need - without leaving Salesforce.**

### 🧩 The Guide Author’s Role

Guide Authors curate content, not just create it.

**They:**

- Track down and organise relevant content from across the business
- Make it meaningful, contextual, and concise
- Publish it directly in Salesforce as embedded **Guide Topics**, **Reading Lists**, or **Targeted Alerts**

- Respond to user sentiment and feedback
- Continuously refine and update guidance as processes evolve

“It’s more important to know where to look - and who to ask - than to know everything.”

### 🔄 Content Curation: Step by Step

1. **Define a Goal** – What task or problem are you solving?
2. **Identify Topics** – Which pages, users, or roles need help?
3. **Seek Sources** – Reuse existing content wherever possible.
4. **Sense-Making** – Filter, simplify, and adapt.
5. **Share** – Publish contextual, bite-sized guidance directly in Salesforce.

Like a museum curator, a Guide Author creates a purposeful, coherent learning experience - one Help Topic at a time.

### 🧠 Context is King

Every piece of content should reflect the user’s **Who, What, When, Where, Why, and How**:

| **Context**    | **Example**                                 |
| -------------- | ------------------------------------------- |
| **Who**        | Role, Persona, Language, Competence         |
| **What**       | Page, Object, Field, Section                |
| **When/Where** | Data-Driven Filtering (DDF), Record context |
| **Why/How**    | Bite-sized content, links to learn more     |

Embedding help in context keeps users in flow - learning while doing.

![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/BR9dWKGq4HYzs1L_LRoyo_image.png)

### 💡 7 Keys to Success

1. Start with quick wins on high-traffic pages
2. Be concise - opt for “useful now” over “complete later”
3. Make it contextual (role, page, data)
4. Keep it relevant—retire or update stale content
5. Delegate with light governance (owners & SLAs)
6. Improve continuously from feedback and analytics
7. Monitor → analyse → prioritise → iterate

### 📊 Continuous Improvement

Use **User Analytics** dashboards to see what content users engage with, what’s missing, and how sentiment changes over time.

**Best Practices:**

- Capture and act on user feedback
- Communicate updates and celebrate wins
- Reward contributors and champions
- Share monthly adoption insights

### ⚡ Quick Wins for New Guide Authors

- Start with high-impact pages like Lead, Opportunity, or Case
- Embed “How-To” or “Hints & Tips” Guides
- Link to existing policies or training docs
- Use Guide Alerts for important changes or compliance reminders
- Encourage “Was this useful?” feedback to prioritise improvements

### 🌍 Multi-Lingual & Localisation

Unaric Guide supports multi-language and real-time translation, ensuring users across regions have the same high-quality experience.

### ✅ Success Looks Like...

**For Users:** intuitive, fast, valuable, and indispensable help.

**For the Business:** proven adoption, measurable impact, and continuous learning.