FAQ

if you need further assistance, reach out to us at https //support\@improvedapps com setup & installation how do i set up unaric user analytics? it’s really simple follow every step of the instruction at docid\ zw9j6 6k28yagdgbtuexs and you should be up and running in minutes can i install unaric user analytics in a sandbox? yes , we recommend installing in a sandbox first once you’re happy with it, install and set it up in your production org for the best results analytics & reporting will i be able to get usage analytics on salesforce reports & dashboard? yes report & dashboard usage capture is now standard in the latest unaric guide release (v 1 58) we have a flow enabled out the box for capturing reports and dashboard usage, which is illustrated on the packaged usage tracker dashboard dashboard see docid\ khcynre4ykirghbxh 4g2 can i use unaric user analytics to identify popular salesforce knowledge articles? yes this is a common use case unaric user analytics can track knowledge article views by user role, profile, or any attribute from the user object these insights help you prioritise updates based on what’s actually being used plus, with our help tool, you can surface the most viewed articles right inside your org that means less time spent searching, and more time getting work done for more information, see docid 49y8 fsu2guqb472owb54 can i track who’s using our salesforce flows and how far they’re getting? yes this is one of the most popular use cases you can track screen views by role or any attribute from the user object, giving you the insights you need to spot drop off points, remove unnecessary steps, and target improvements can unaric user analytics help us identify our superusers? absolutely many customers use unaric user analytics to uncover their true salesforce champions—often in unexpected places can i view all interactions from multiple orgs in a single dashboard? yes we recommend using a bi tool like tableau , power bi , or businessobjects connect each org’s ‘help interaction’ object to your chosen tool, and you’ll have a unified view of engagement across all orgs can the dashboard & reports be customised? ‍ yes dashboards and reports can be tailored to suit your needs many customers customise them to include additional data from the user object such as grouping by division, role, or any other custom data instead of reporting by individual users can i see who has been looking at specific records? yes you can add a chart directly to any record page —like an opportunity — that shows who has viewed that record and how many times over the past 30 days this works on all standard and custom object record pages and can also be deployed on salesforce mobile and experience cloud pages for more information, see docid\ dct5xtrr8ktyirfadjrsw data management & storage where does the data go? all data stays securely within your trusted salesforce org each user interaction generates a single salesforce record ( 2kb) in a custom object called ‘help interactions’ , which will accumulate over time unaric has no access to your data unless explicitly granted by you for support purposes for more information, see docid\ dsrv9crifpexvtp fxvjo why isn’t unaric user analytics capturing any interaction data? this can happen for several reasons you’ve reached the maximum number of dashboards allowed in your org users lack the required permission set or equivalent profile permissions (e g , helped user ) help settings have not been properly initialized how can i estimate how much data unaric user analytics will use? each interaction record is approximately 2kb to estimate storage needs, multiply number of users × average page hits per day × number of days to learn how to manage data usage, see docid\ dsrv9crifpexvtp fxvjo can you help review the data? yes absolutely! contact us to book a suitable 30 minute slot with one of our digital adoption experts at https //support\@improvedapps com any data shared during this session is and remains strictly your property—we guarantee it will not be sold or shared data privacy can i remove or anonymise users' personal details in the captured data? yes, you have full control over your data in regions with stricter privacy requirements, you can choose to anonymise data at the point of capture can we hide user specific data (mask any data)? yes there are a few ways to go about this, you have full control over what data is captured and how you store the data in the help interaction object see docid\ dsrv9crifpexvtp fxvjo is it possible to track the physical location of a user? yes , using the built in geolocation tracking feature see docid\ xvi8yttcfvnbnb 9jzh5t advanced features & integrations can unaric user analytics measure field level interactions? not yet however, you can monitor how much scrolling people are doing on pages and monitor high level clicks they are doing on any page we can monitor to this end, check out the help interaction details in your reporting also with unaric guide, you can track engagement with any content assigned to fields, giving you valuable insights into user interaction can i track users in my experience cloud deployments? yes tracking works the same way simply add the position detector to your experience cloud pages, sub pages, or flow screens we recommend using a clear naming convention for each position detector to easily distinguish data across different user communities (e g community \[communitynameabbrev] \[pagename] ) for tracking your experience cloud users grant these the helped user (experience) permission set can unaric user analytics data be used in my agentforce data models? yes user analytics generates clean, well structured usage data that's ideal for integrating into your agentforce data models we also have an ai agentforce taskforce if you are looking to take this further, get in touch and we’ll set up an initial meeting to discuss/demo what we can do to help you, even if it’s just a chat about the art of the possible, a chat digging through all the hype can i track other appexchange apps we’ve installed? in most cases, yes unaric user analytics can capture interactions within most appexchange apps installed in your org can we track how long a user spends on a page? yes starting with unaric guide v1 55, you can track time spent on a page using the position detector see docid 0rjqmqlttisi2ubeqdces pricing & licence is unaric user analytics free? in short yes! you can use unaric user analytics for free as long as data retention is set at 7 days ‍