ScreenStepsSalesforce and ScreenSteps Adding Contextual Help and Search to SalesforceSetting permissions on the ScreenStepsLiveCache Apex class

Setting permissions on the ScreenStepsLiveCache Apex class

In order for the caching mechanism for ScreenSteps to work you must modify the permissions on the ScreenStepsLiveCache Apex class included with ScreenSteps for Salesforce.

Load the Apex Classes page

Load the Apex Classes page

Edit Security settings for ScreenStepsLiveCache

Click on the ScreenStepsLiveCache Apex class.

Edit Security settings for ScreenStepsLiveCache

Click on the Security button.

Add User profiles

  1. Add all of the user profiles that wil need access to the ScreenSteps integration in Salesforce. The example below adds the Standard Platform User profile to the Enabled Profiles column.
  2. Click Save.

Note that the profiles you need to add may be different depending on how your organization is set up.

Add User profiles

1 Comments

Ryan Welch

FYI guys, you can't edit Apex Class Security via the Action column in Apex Class list view in a production org. You have to open the class and then click Security. The method shown above is for sandbox.

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