After installing the ScreenSteps for Service Cloud Integration you need to configure your ScreenSteps settings using the steps below.
1. Go to Setup
2. Go To Settings > Security > Named Credentials
3. Add a new Legacy Named Credential
- Click drop down arrow next to "New" label
- Select New Legacy
4. Enter Information and Save
- This value MUST be "ScreenSteps" (without quotation marks)
- This value MUST be "ScreenSteps" (without quotation marks)
- Enter full url of your site, such as https://your-site-subdomain.screenstepslive.com
- Set "Authentication Protocol" to "Password Authentication"
- ScreenSteps user login (any Admin or Contributor)
- API Token. See Generating a ScreenSteps API Key
- Click Save
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