Components

unaric guide can be further customized with configurable salesforce components you can combine in endless ways to drive engagement, adoption, training, communication and compliance directly inside salesforce each help component has design attributes (settings) that can be used to hone their behaviour and appearance installation unaric guide components require installing an additional package reach out to support at support\@improvedapps com to receive help installing the package available components in the subpages which follow, the text in brackets following the plain english names of each component or parameter is that item’s api name, which can be used when setting attribute values via lightning out or in composite component markup component api names are case sensitive content display & viewing docid\ yi9yx3abfg0zuezuxntq0 these components focus on rendering individual or structured help content, such as topics, reading lists, images, or videos topic viewer reading list viewer media viewer listing navigation & hierarchy docid\ uwx4q9au4ibjfynxwddoj components that help organize and navigate content tree view tree selector crumb trail tabset wizard page guide contextual & interaction tools docid\ bovzicia1zfamnylmw6wn tools for detecting context, logging interactions, launching flows, displaying notifications, or tagging/metadata management position detector quick access menu nudge tags form & embedding support docid\ f6ceayo ub3uh86vksv4k components for embedding help into forms or pages auto form background composite & utility docid\ uawavjbcd66q7trfdzbqk pre built combinations or wrappers utility 1 common attributes docid\ d8zowywwes1zllxrnffs2 attributes shared across multiple lightning components these are configurable in the lightning app builder and apply to behaviours like appearance, context, and interactions agentforce components agentforce packages for unaric guide are currently under development if you’d like early access or assistance installing these packages, please contact our support team at support\@improvedapps com mailto\ support\@improvedapps com component selector matrix you can mix and match our components to create your own in app experience that fits your organisation's goals and processes below are examples of how others use unaric guide to meet common business challenges use them as inspiration, then chat with us about the best way to deploy these components to meet your specific objectives and maximise adoption across your salesforce environment use case description recommended components recommended components example deployment sales enablement provide guidance at the point of need for prompt data entry, and signpost key content banner utility 1 tags listing topic viewer position detector banner on opportunity page + utility bar help in app training embed bite sized help per object utility 1 quick access menu reading list viewer position detector utility bar + per object reading list change management announce new releases and show ‘what’s changed’ banner nudge utility 1 position detector banner dashboard on home page onboarding replace static pages with guided walkthroughs utility 1 auto form wizard banner position detector home page banner + guided auto form bau support provide in context help and measure demand utility 1 position detector utility 1 on utility bar cost reduction centralise faqs and knowledge base utility 1 listing topic viewer position detector viewer for a dedicated knowledge base content app critical communications deliver and track announcements banner automation rules banner carousel on home page quick wins minimum viable product (mvp) configurations this section outlines minimum viable product (mvp) configurations for various use cases, providing "quick win" strategies for component adoption each use case details primary objectives, minimum required components, deployment suggestions, and expected outcomes, enabling efficient implementation and visible results sales enablement minimum components deployment suggestions 1 x banner of choice · on ‘opportunities’ page· allow minimising & set auto minimise/restore 1 x utility1 deploy on sales app utility bar | contextualise on key objects 1 x tag, 3 x listing, 1 x topic viewer new tab | install sales toolkit | content app (fast start package/content pack) in app training minimum components deployment suggestions 1 x utility1 deploy on main app(s) utility bar | contextualise on key objects reading list viewer ·deploy via a sub tab on main object pages position detector(s) · deploy on main object pages and sub pages (e g related lists) · ‘help request’ mode to capture user demand · only provide help and training where it is requested change management minimum components deployment suggestions 1 x banner of choice · drop individual banners on key pages· showing only object related changes· contextual alerts based on target user and location· consider a home page with a dashboard (series of banners) showing all alerts by type driven by individual noticeboards 1 x nudge deploy on main object pages | use help topic pool 1 x utility1 deploy on sales app utility bar | contextualise on key objects onboarding minimum components deployment suggestions 1 x banner of choice on ‘home’ pageallow minimising & set auto minimise/restore auto form · replace salesforce ‘details’ component or consider a new sub tab called · ‘page help’ drop on all key pages create form specific key field guides 1 x utility1 deploy on sales app utility bar | contextualise on key objects position detector(s) deploy on main object pages and sub pages (e g related lists) business as usual (bau) minimum components deployment suggestions 1 x utility 1 deploy on key app(s) utility bar | contextualise on key objects position detector deploy on main object pages and sub pages (e g related lists) cost reduction / case deflection minimum components deployment suggestions 1 x utility1 consolidate content from remote repositories and/or aggregate contentfrom multiple sources | organise access to knowledge articles 1 x tag, 3 x listing, 1 x topic viewer new tab | install sales toolkit | content app (fast start package/content pack) rename this e g ‘knowledge base’ position detector(s) deploy on main object pages and sub pages (e g related lists) ‘help request’ mode to capture user demand | only provide help and training where it is requested critical comms / compliance minimum components deployment suggestions banner of choice a dashboard (series of banners) showing all alerts by type driven by individual noticeboard implementation approach we recommend a phased implementation approach, progressing from basic awareness to advanced automation and measurement this strategy, walk → jog → run , ensures a gradual and effective adoption of new components within your organisation stage focus recommended setup walk awareness & guidance deploy utility 1 in utility bar + home banner for news jog targeted help & training add nudge for page specific hints + reading list viewer for contextual learning run automation & measurement introduce automation rules + position detector for analytics and drip comms admin tips & best practice category best practice why it matters example deployment start with utility 1 + banner fastest way to deliver value add to utility bar measurement enable position detector early helps identify demand & adoption check popular pages capture 'help requested' clicks content tag topics consistently improves navigation and search standard naming conventions communication use banners before nudges build awareness before prompting action release announcements automation combine with user analytics track adoption, training, and comms impact weekly usage dashboard blueprints and quick wins ('apps within salesforce') to address common business scenarios, this section outlines various apps within salesforce or blueprints that leverage unaric components each blueprint details its core components, typical deployment, purpose, example uses, and expected business outcomes blueprint / scenario core components typical deployment purpose & example use expected business outcomes sales toolkit tags · listing · topic viewer · position detector · banner dedicated sales toolkit tab or app aggregate playbooks, competitor intel, product guides, and pricing policies in one contextual view faster ramp up · improved win rates · consistent messaging training tab / learning hub listing · reading list viewer · media viewer · topic viewer · utility 1 tab across apps or experience cloud portal curate onboarding and process content from multiple sources (lms, sharepoint, youtube) reduced training cost · self service learning · higher satisfaction knowledge base / support hub utility 1 · tags · listing · topic viewer · tree view utility bar + knowledge tab surface internal & external help articles with search and tag filtering; measure usage via position detector fewer support tickets · quicker case resolution onboarding dashboard banner · auto form · wizard · utility 1 · reading list viewer home page + utility bar provide 'start here' banners, guided form setup, and day one checklists shorter time to productivity · better first week experience change management hub banner · nudge · utility 1 · automation rules home page + object pages publish release notes, nudge users on new fields, and automate reminders higher feature adoption · lower post release confusion critical comms dashboard banner (carousel + listing) · automation rules · notification viewer home or app utility bar central hub for all alerts (system, policy, training) 100 % comms visibility · audit ready acknowledgement process tracking & analytics view position detector · utility 1 · user analytics integration behind the scenes tracking capture 'help requested' and flow completion data for usage dashboards data driven training & adoption insights