Installing ScreenSteps for Salesforce

To begin installation the ScreenSteps for Salesforce application please visit the App Exchange:

https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B50kpEAB

Get It Now

Click on the Get It Now button. You can then choose to install in production or sandbox.

Confirm and install

Confirm and install

Click Continue

Click Continue

A screen similar to this should appear after you login. The only real difference you may see is the version name/number and the description.

Click Continue.

Click Next

Choose Security Level

Choose Security Level

Use the default security settings (admin only\P    and click Next.

Install

Install

Click the Install button.

Success!

Success!

After a few moments you should see a screen similar to this. At this point the installation is complete and you can move on to configuration.

2 Comments

Andrew Nilsen

When I installed version 1.23 step 2 "Choose Security Level" was not a part of the installation. It skipped right to "Install" and was label Step 2 of 2. Not sure if this is something that is new with version 1.23, or it is something unique to my installation.

Blue Mango

@Andrew - I think that since you were updating an existing installation you weren't asked again as you had already assigned permissions the first time around.

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