Customizing tags based on user profile

Because ScreenSteps Live for Salesforce stores the tags to use for each tab in a hierarchal custom setting, you can customize the tags that are used based on user or profile.

Navigate to Setup

Navigate to Setup

Navigate to App Setup > Develop > Custom Settings

Navigate to App Setup > Develop > Custom Settings

Manage ScreenSteps Live Tags

Manage ScreenSteps Live Tags

Click on the Manage link next to ScreenSteps Live Tags.

Create a New Set of Data

Create a New Set of Data

On this screen you will already have a set of data for the Default Organization Level (1). Click New to create a new set of data for a user or profile (2).

Assign the User or Profile

Assign the User or Profile

From the Location menu, select Profile or User (1). Use the Magnifying glass (2) to locate the user or profile you want to create the new data set for.

Assign Tags

Assign Tags

Now fill in the tags to use for this use/profile for each tab in Salesforce. If you leave a field empty then the default organization level data will be used.

Click Save when you are done.

The Result

The Result

The list of tags will be saved.

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