Install Salesforce User Analytics

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The next step is to install it in your Sandbox / Dev Org or Production Org. See instructions below.

Our customer success team are on hand to make sure you get the most out of this tool.

We’ll be in touch to see how you’re getting on. Or you can schedule your check-in session below. This will help you understand the data you’ve gathered.

Each step below must be completed fully before moving to the next step

Step 1

Install Unaric Guide

(Takes approx 5 minutes)

Unaric User Analytics uses an component of our broader solution. If you already have Unaric Guide v1.58 installed you can skip this step. If you need to install or upgrade, use the links below.

Install Unaric Guide in a Sandbox/Dev Org first (recommended) on a few pages.

>> Install in Sandbox/Dev Org

Once you’re happy with it,  install and set it up in your Production Org for best results.

>> Install in Production Org

The install can take up to 5 minutes.

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VERY IMPORTANT STEP…

Grant all End-users ‘Helped User‘ Permission Set

(Up to 10 minutes)

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Open the ‘Improved Help for Lightning’ app and review ‘Tracking’ options in ‘Help Settings’ sub-tab.

To remain on the free version you need to set the ‘Lightning Interactions’ to 7 then click the ‘Schedule Maintenance’ button.

(By  default it logs all interactions, all time. An interaction is a new record stored in your ‘Help Interactions’ custom object)

Step 2

Tracking Pages, Sub-pages, Reports, Dashboards & Knowledge Articles

Drag & Drop Config | 5 Minutes

Drop the ‘Position Detector’ component on your Salesforce Utility Bar.

Go to Salesforce Set-up, ‘App Manager’, locate the app you wish to track and edit it.

On ‘Utility Items’ add a new ‘Utility Item’…

Find the ‘Position Detector’ custom component in the list of components (on the left) & select it.

1. Set the ‘Label’ as ‘-‘, set ‘Panel Width & Height’ both to 1 (So it’s hidden from Users) and finally set ‘Start Automatically’ ticked.
2. Set Navigating Checking Interval to ‘1000’.
3. Save and you’re done.

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For more detailed insights, simply get in touch, and we’ll be happy to assist you with tracking any of the following;

• Salesforce Flows / Flow screens
• Salesforce Omniscript Tracking
• Sub Tabs / Sub Pages
• Salesforce Mobile Apps
• Experience Cloud Users
• LWC Custom Apps