ScreenStepsSalesforce and ScreenSteps Adding Contextual Help and Search to SalesforceSetting Permissions for "ScreenSteps Home" and "ScreenSteps Visualforce Home" Visualforce Pages

Setting Permissions for "ScreenSteps Home" and "ScreenSteps Visualforce Home" Visualforce Pages

In order for non-admin users to use the ScreenSteps for Salesforce application you will need to assign the proper permissions to the ScreenSteps Home and ScreenSteps Visualforce Page.

These instructions will show you what to do for the ScreenSteps Visualforce Page page. Repeat the same steps for the ScreenSteps Home page.

Navigate to Setup

Navigate to Setup

Navigate to App Setup > Develop > Visualforce Pages

Navigate to App Setup > Develop > Visualforce Pages

Click on Security Link for "ScreenSteps Visualforce Home" Visualforce Page

Click on Security Link for "ScreenSteps Visualforce Home" Visualforce Page

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. When you are done click Save.

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

Add User profiles

Repeat steps for the "ScreenSteps Home" Visualforce Page

Now repeat these steps for the ScreenSteps Home page.

Repeat steps for the "ScreenSteps Home" Visualforce Page

3 Comments

Andrew Nilsen

By "Standard Platform User" do you mean any and all profiles that we wish to be able to have access to ScreenSteps?

Blue Mango

"Standard Platform User" is one of the default users profiles which you can read about here: http://help.salesforce.com/HTViewHelpDoc?id=standard_profiles.htm&language=en_US

I believe that the profile covers anyone who could use the ScreenSteps for Salesforce app.

Andrew Nilsen

OK, sounds good. We do not utilize this profile in our org, as we've created many different custom profiles. I chose to enable each of these profiles to have access to the page.

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