ScreenStepsSalesforce and ScreenSteps Adding Contextual Help and Search to SalesforceChanging the ScreenSteps tag used for each Salesforce tab

Changing the ScreenSteps tag used for each Salesforce tab

The ScreenSteps Live component  uses lesson tags to determine which lessons to display on which Salesforce page. Learn how to configure the tags used for each page.

Important: Remember that as you add tags to articles in ScreenSteps that you need to refresh the cache if you want to see the articles appear in Salesforce right away.

Navigate to Setup

Navigate to Setup

Navigate to App Setup > Develop > Custom Settings

Navigate to App Setup > Develop > Custom Settings

Manage the ScreenSteps Live Tags Custom Settings

Manage the ScreenSteps Live Tags Custom Settings

Edit the Settings

Edit the Settings

Enter Tags

Enter Tags

On the left you will find the name of the Salesforce tab. On the right you enter the name of the ScreenSteps Live tag that will be used to retrieve lessons from ScreenSteps Live for that tab. Currently you can only enter one tag name.

After you finish entering the tag names click Save.

Test

Test

If you have lessons in ScreenSteps Live that are tagged with the tag that is associated with the Salesforce tab you are on then those lessons will appear in the left column.

2 Comments

Jessica Miller

On my custom settings, it just has the screensteps tags and not the screensteps live tags. Are they the same thing?

Trevor DeVore

@Jessica - Yes, they are the same thing. The screenshot needs to be updated as the language in the UI changed.

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