---
title: Components
slug: guide/components
description: Discover all available components in Unaric Guide and how to use them to deliver contextual help, embedded guides, and interactive tools inside Salesforce.
image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/OrNnErjzwqmBi6pQoTxCy_unaric-guide.png
docTags:
createdAt: 2025-09-27T16:58:54.471Z
---
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.
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## Available components
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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.
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Component API names are case-sensitive.
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### [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](https://docs.unaric.com/guide/content-display-and-viewing#EJdfu)
- [Reading List Viewer](https://docs.unaric.com/guide/content-display-and-viewing#hu2Q6)
- [Media Viewer](https://docs.unaric.com/guide/content-display-and-viewing#pDWWA)
- [Listing](https://docs.unaric.com/guide/content-display-and-viewing#CbVPm)
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### [Navigation & Hierarchy](docId\:uwX4Q9Au4iBjFYnXwdDoJ)
Components that help organize and navigate content.
- [Tree View](https://docs.unaric.com/guide/navigation-and-hierarchy#XkDP_)
- [Tree Selector](https://docs.unaric.com/guide/navigation-and-hierarchy#RA_uP)
- [Crumb Trail](https://docs.unaric.com/guide/navigation-and-hierarchy#J6CbA)
- [[Tabset](https://docs.unaric.com/guide/navigation-and-hierarchy#Jq6pR)](https://docs.unaric.com/guide/navigation-and-hierarchy#Jq6pR)
- [Wizard](https://docs.unaric.com/guide/navigation-and-hierarchy#MknW-)
- [Page Guide](https://docs.unaric.com/guide/navigation-and-hierarchy#kgHNQ)
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### [Contextual & Interaction Tools](docId\:BovzICia1zfAmnyLmw6Wn)
Tools for detecting context, logging interactions, launching flows, displaying notifications, or tagging/metadata management.
- [Position Detector](https://docs.unaric.com/guide/contextual-and-interaction-tools#A1MCE)
- [Quick Access Menu](https://docs.unaric.com/guide/contextual-and-interaction-tools#Uk4xS)
- [Nudge](https://docs.unaric.com/guide/contextual-and-interaction-tools#RBGgl)
- [Tags](https://docs.unaric.com/guide/contextual-and-interaction-tools#GCZMy)
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### [Form & Embedding Support](docId\:f6ceaYo-uB3UH86VksV4k)
Components for embedding help into forms or pages.
- [Auto-form](https://docs.unaric.com/guide/form-and-embedding-support#49OAv)
- [Background](https://docs.unaric.com/guide/form-and-embedding-support#TVxm7)
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### [Composite & Utility](docId\:UaWAVJbCd66q7tRfDZbQK)
Pre-built combinations or wrappers.
- [Utility 1](https://docs.unaric.com/guide/composite-and-utility#hp-AU)
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### [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.
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### 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** | **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.
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### 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) |
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### 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 |
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### 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 |
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### 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) |
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### 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) |
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### 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 |
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### Critical Comms / Compliance
| **Minimum Components** | **Deployment Suggestions** |
| ---------------------- | --------------------------------------------------------------------------------------------- |
| Banner of choice | A Dashboard (Series of Banners) showing all alerts by type - Driven by individual Noticeboard |
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## 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 |