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Unaric Guide (Train) - Digital Adoption Platform for Salesforce

Drive User Adoption - Powerful Tracking, Alerts, and In-App Training

Overview

Delivers in-app alerts, tips, and walkthroughs in Salesforce - plus actionable insights into user behaviour. Drive adoption, reduce support queries, and boost productivity with contextual help tailored to user roles, pages, and actions.

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See How Unaric Guide (Train) - Digital Adoption Platform for Salesforce Works

  • TRACK - See how users engage with pages, features, and flows in real time identify friction points and measure adoption.

  • ALERT - Send in-app prompts and targeted messages to guide users, flag updates, or prevent errors before they happen.

  • TRAIN - Deliver contextual help and walkthroughs exactly when and where users need it - no wasted time searching for information

  • Smarter Onboarding & Training - Streamline onboarding with contextual in-app guidance. Deliver help exactly when users need it, track engagement, and save hundreds of training hours per year.

  • Support Customers, Partners, and Employees across Experience Cloud and Salesforce Mobile. Reduce support requests and measure engagement with ease.

  • Sales Enablement in the Flow of Work - Link to key resources from anywhere - SharePoint, Google Drive, LMS, and more. Surface sales content when and where it's needed to keep teams focused on revenue.

  • Agentforce, Salesforce Flows, ChatGPT and Einstein Enabled - Monitor user engagement, whilst capturing well structured data on content and app usage, user sentiment and feedback to feed your AI models and next best actions.

  • Salesforce-certified and reviewed. No browser extensions or data extraction - everything runs securely within your Org for maximum trust and control. Unaric Guide (Train) was previously called Improved Help.

  • Install in minutes. Use built-in ‘Help for Help’ to guide setup and configuration. See immediate value - no code, no risk, all insight.

THE DIGITAL ADOPTION PLATFORM FOR SALESFORCE – TRACK | ALERT| TRAIN Make Salesforce intuitive and easier to use with in-app guidance, prompts, and walkthroughs. Deliver clear, context-aware support to help users navigate processes, adopt new features, and stay productive. Reduce training time, onboard users faster, and boost adoption across teams and business units. Improve data quality, minimise support tickets, and maximise your Salesforce ROI. Start by installing Unaric User Analytics to see how users engage with Salesforce. Then layer on in-app help, alerts, and walkthroughs to guide users in real time. - Create in-app guidance and surface it where users need it most - Link to content anywhere - SharePoint, Google Drive, LMS, and more - Capture feedback and improve support in the flow of work - Keep distributed teams aligned with targeted alerts - Built-in analytics show what’s working and where users struggle - Works across Lightning, Classic, Console, Mobile & Experience Cloud - no browser extensions needed USER ADOPTION | ENABLEMENT | CHANGE MANAGEMENT | ONBOARDING | PROCESS COMPLIANCE

Categories

Business Needs
Sales
Productivity
Analytics
Industries
Horizontal Product
Nonprofit
Personas
Administrator
Business Operations Manager
Data Analyst
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

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