---
title: Help Guides
slug: guide/help-guides
description: Create and manage structured help guides in Unaric Guide to walk users through Salesforce processes step by step.
docTags: 
createdAt: 2025-07-15T14:38:10.170Z
---

**Help Guides **are specialized Reading Lists designed for guided, step-by-step assistance. To this end, Help Guides introduce enhanced functionality such as field-level guidance and in-place prompts across Lightning record pages.

## How it works

Help Guides are created by *Guide-Enabling* a page and selecting fields in the desired order, entering step information as you go. Each step can have relevant prompt information. When users are on a record page with active Guides, they will see a **Guides** option in the Quick Access Menu. Clicking **Guides** presents available walkthroughs for that specific object or page.

## Create a Help Guide

:::hint{type="warning"}
Make sure the **‘Improved Help – Auto-form’** Lightning component is added to the target page layout.
:::

:::hint{type="warning"}
Gain familiarity with creating Reading Lists, as Help Guides build on the same entry structure.
:::

1. Open the **Salesforce record page** where the guide will be used.
2. Open the Tools menu and select **Guide-Enable** from the dropdown menu.

   ::Image[]{src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfu445cov_4QWIgKQqKSrK91zMlQzbO_WfW_S8Mu6tVWhj8qAmwHiW6Wp5kdrnSQN_DLECeGeaSma23YTjiRXTQZsGOkjVCZSqsOwRRNZhkxO2mm6yR5FEsE-L66tl9ruxv9TT5aA?key=Nws0keDXgXn5jYtrf6jr4Q" size="70" width="1210" height="648" isUploading="false" darkWidth="1210" darkHeight="648" showCaption="false"}
3. From this screen, you will then be presented with any guides which you have previously made. Create a new guide by pressing the **+** icon.

   ::Image[]{src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcXod1Bc73J8zemyLdi84mYtS4sZuTAyatRmMIpIn8z6B-Yc_uwOP0gbh6CukIgsO0jwuihzOKtaFdnzFeNy1vVKrG8FWHPKzjOQ6TP-M1ybffrSrOeckj0kwMh1MGgkb4uC2yJ9A?key=Nws0keDXgXn5jYtrf6jr4Q" size="70" width="1199" height="524" isUploading="false" darkWidth="1199" darkHeight="524" showCaption="false"}
4. Click the fields or buttons you want to include in your Guide. Select the fields in the order you want them to appear.

   ::Image[]{src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcu_pmXVFySoZAwexRz83toui6Oqb3VHxya4X07i1AFg-5iBTPxe8kioUxQG_NDCIiNUPBEJ7ZKI09tmn5w6xfe3bY4ioFaH6JM0TBXT5Kbs_z1vEA06GzzAjFR-uaKCAnuFYLqjQ?key=Nws0keDXgXn5jYtrf6jr4Q" size="80" width="1188" height="528" isUploading="false" darkWidth="1188" darkHeight="528" showCaption="false"}
5. In the **Properties** tab you can name your Guide, define visibility and sharing settings, and add an optional description.

   ::Image[]{src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcYNjO6CuvtJ-qCl6QtH6O4juP8iukpUo-ljc45YJYtMX_BSM0JbXG7iNPYwBrcr0-6oPP-Tl_za5M74lHVaLMgY2aplVTz4GTD9ASR77FQ3smV38rNT6lCcGE6tQE5q9EbrPWG?key=Nws0keDXgXn5jYtrf6jr4Q" size="80" width="1201" height="708" isUploading="false" darkWidth="1201" darkHeight="708" showCaption="false"}
6. In the **Steps** tab, you will see the list of available fields. Add and remove them or use this window to re-order your steps in your Guide. Once you have finished, click **Save**.

   ::Image[]{src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcgpJt5rkWMFZ9VgUzIGLtnCDXzyTkGaRxLc945BMrMHk6WhqIwXN7TbeCOayRjG9xXpTmWmDAN8lQHfINpe_lDceJTcfOOijjAvyuvSxt8ynUXaVJWUyU5HNySLodDU04RsdDq?key=Nws0keDXgXn5jYtrf6jr4Q" size="80" width="1174" height="377" isUploading="false" darkWidth="1174" darkHeight="377" showCaption="false"}
7. Optionally, you can now go through each of the steps in your guide to give them relevant prompt information. Toggle the switch icon on (green) to preview what users will see, or off (red) to edit it.

   ::Image[]{src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdfyIxxia_ROzBxhpHNUud3D_2G1luoFYPCriK4O9g8zelTAywVbZ7Gn1QdAJ5vD5l6L-ed6gy922a0YdcLZ-FQni_wLA_rNVqEueo2R1AzuekiouA1NYp-8QfSIbmpIhs3YmEcjg?key=Nws0keDXgXn5jYtrf6jr4Q" size="80" width="362" height="241" isUploading="false" darkWidth="362" darkHeight="241" showCaption="false"}

## Share and IDs

To share or reference your Guide:

1. Click the three-dots icon and then the share icon.

   ::Image[]{src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXds25IgVOA1UhmmalWiffSiVvv2C4gfTR1pbS_MRWv6TQ_ScyCtaH5WSY28FMgT7sqEqxsqUkYU8we0_iIjqDsbZ0JuBV6eqkoMTySqrJFEqHEYergHOA2ddUfwMZ3nyv6TpI7uig?key=Nws0keDXgXn5jYtrf6jr4Q" size="52" width="406" height="366" position="center" darkWidth="406" darkHeight="366" showCaption="false"}
2. You will receive a URL. The 18-character code after GID= is your **Guide ID**. Example: `https://yourinstance.lightning.force.com/lightning/r/Contact/003/view?iahelp__GID=a0CXXXXXXXXXXXX`