Embed Help and Support Content
Provide Salesforce users with embedded help and support content at their point of need.
Dynamic Support Tailored to the User
Deliver help content based on user role and page context to ensure it's highly relevant and impactful.
Send Targeted Alerts
Send targeted alerts to your Salesforce users on-platform and track engagement.
Bite-Size Information at the Point of Need
Provide short, informative content directly within the user’s workflow, boosting productivity without interruptions.
Salesforce Mobile and Experience Cloud Compatible
Provide guidance across internal orgs, portals, and mobile. Ensure everyone has access to the information they need, when they need it.
Rich Salesforce User Behaviour Insights
Track usage with advanced user analytics. See how users move through the platform to optimize workflows and boost efficiency.
Automated In-App Nudges
Implement nudges to guide correct actions and improve data accuracy.
Dynamic Page Layout Compatibility
The system adjusts help content based on Salesforce’s dynamic layouts to deliver tailored guidance without manual mapping.
Scrolling Banner for Critical Alerts
The scrolling banner ensures urgent updates, like system outages or policy changes, are prominently displayed on the users Salesforce interface.
Quick-Access Utility Bar
Support is always one click away from the utility bar, giving users immediate access without interrupting their flow.
Signpost to Existing Content
Salesforce users can access your organization’s existing training libraries directly from their workflow.
Help Users With Specific Data Entry Fields
Field-level guidance clarifies expectations for each input field, reducing data entry errors and improving quality.
Agentforce Ready
Use rich user and training data to train Salesforce's AI agents and start automating actions and gathering new insights.
Create Reading Lists for Users
With easy access to deeper learning resources and reading lists, users can develop their skills progressively, reducing the need for formal training cycles.
Bookmark Favourite Content
Users can bookmark especially valuable content - saving time by avoiding repeated searching or tab switching.
Log Comments and Sentiment
Monitor and evaluate the usefulness of embedded training with comprehensive analytics and sentiment capture.
Interactive Page Walkthroughs
Reduce ramp-up time, improve compliance, and minimize training with interactive page walkthroughs.
Wiki-Style Knowledge Base
Link articles to form a comprehensive, searchable knowledge base.
Available on Any Browser/Device
Deliver help and support content to field users, hybrid workers, or remote teams via desktop or mobile.
Integrated with Salesforce AI Search
Fast-track access to required information. AI search surfaces relevant content based on context and intent.
Requests for Help From Users
Salesforce users can request help or information on-platform. Spot pain points as they happen so you can respond faster, tailor support content and reduce friction.
Omniscript Capability
Embed contextual help directly into OmniStudio, offering support without disrupting the user's workflow.
Geo-Location Tracking
Segment usage data by country and location, to help you optimize your Salesforce licensing and operations.
Create Personal Notes
Users can jot down their thoughts and helpful notes directly within the app for later reference.
Create Role-Specific Learning Paths
Create specific learning paths for your Salesforce users, tailored to their role and function.
Quick Access Menu
Support is always one click away through the utility bar, giving users immediate access without disrupting their flow.
Would you like to speak to one of our team?
If you’re interested in learning more about Unaric and our applications, please get in touch.
