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 the Improved Help Extensions 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.
These components focus on rendering individual or structured help content, such as topics, reading lists, images, or videos.
- Listing
Components that help organize and navigate content.
- Wizard
Components for embedding help into forms or pages.
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 [email protected].
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 | Example Deployment |
|---|---|---|---|
Sales Enablement | Provide guidance at the point of need for prompt data entry, and signpost key content |
| Banner on Opportunity page + Utility Bar Help |
In-App Training | Embed bite-sized help per object |
| Utility Bar + per-object Reading List |
Change Management | Announce new releases and show ‘what’s changed’ |
| Banner dashboard on Home page |
Onboarding | Replace static pages with guided walkthroughs |
| Home page Banner + Guided Auto-form. |
BAU Support | Provide in-context help and measure demand |
| Utility 1 on Utility Bar |
Cost Reduction | Centralise FAQs and knowledge base |
| Viewer for a dedicated Knowledge Base Content App |
Critical Communications | Deliver and track announcements |
| 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.
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 |