Getting Started

1\ installation unaric user analytics is a component of unaric guide the first step is to install unaric guide in your sandbox or dev org or production org if you already have unaric guide v1 58 installed, you can skip installation if you need to upgrade, followthe instructions below install unaric guide in a sandbox/dev org first (recommended) on a few pages once you’re happy with it, install and set it up in your production org for best results https //test salesforce com/packaging/installpackage apexp?p0=04tkh000002bapy https //login salesforce com/packaging/installpackage apexp?p0=04tkh000002bapy 2\ permissions grant helped user permission set to all end users open the improved help for lightning app and navigate to the help settings tab review tracking options to remain on the free version, you need to set the lightning interactions to 7 and click the schedule maintenance button by default, unaric analytics logs all interactions interactions are stored as records in the help interactions custom object 3\ tracking setup the position detector component is the core tracking mechanism of unaric analytics it is a custom component that, when deployed on a page, logs user interactions and contextual information by creating a record in the help interactions object the component needs to be setup in help cue mode in this mode, the component itself is not visible, but every time a user visits a page (or even an area of the page, such as a sub tab) a help interaction record is created trapping user and contextual information unaric user analytics offers two distinct deployment options for the position detector component application wide and for specific pages for the initial setup, we recommend application wide deployment this will capture all user interactions within your org deploying the position detector component application wide and for specific pages together will result in double counting we strongly recommend avoiding this setup if your business requirements mandate this dual deployment configuration, you can set up a salesforce flow to delete unwanted duplicate help interaction records you need to add the position detector component to the salesforce utility bar of the application you want to track usage of on salesforce, navigate to setup > app manager locate the app you wish to track and click edit go to the utility items tab and click add utility item choose the position detector component and apply this configuration to hide the component from end users, set the label as and panel width & height both to 1 further, you can place the component at the bottom of the list mark the start automatically checkbox set the role attribute to help cue set navigating checking interval to 1000 click save to finish on salesforce, navigate to setup > lightning app builder open the page you wish to track from the components panel, select the improved help position detector custom components and drag it onto the page or sub tab to track set the following three component design attributes positioning group a unique name for the component in the page, typically the page name or sub page tab name role help cue navigating checking interval 1000 optionally, you can use the help context attribute to add information defining the contextualise request to issue for example, the help topic id or (for fixed listings ) the api name of an object this property supports using an expression to define its custom label the correct format is !$label customlabelname click save to finish you can add more position detector components to the page and measure user interactions with multiple elements experience cloud deployments for experience cloud deployments, tracking works the same way you need to 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 for tracking your experience cloud users grant these the helped user (experience) permission set 4\ next steps once you're set up, explore how you can dive into your insights with unaric user analytics there are three ways to access usage data docid\ rnebipr2eosuezeyn4tiq real time feedback within salesforce pages docid 3omc7cotlpzll2mdmv1bb organization wide tracking and trend analysis docid\ khcynre4ykirghbxh 4g2 visually track help usage across the entire organization