Customizing the ScreenSteps site based on user profile

You can configure the ScreenSteps for Salesforce application to draw content from a different ScreenSteps site based on the user profile.

If you have already configured the default settings for the ScreenSteps application then this lesson will show you how to configure these settings.

If you are just trying to configure the default settings for all Salesforce users please refer to this article.

Open Setup

Open Setup

 

Open Custom Settings

Open Custom Settings

You can find the Custom Settings page under App Setup > Develop.

Manage ScreenStepsLiveSettings

Manage ScreenStepsLiveSettings

In the list of Custom Settings you will find one named ScreenStepsLiveSettings. Click on the Manage link next to it.

Create a new Data Set

Create a new Data Set

In the Custom Setting details screen click on the New button to create a new data set for the custom setting.

Configure Settings

Configure Settings

Configure the settings for this data set. Specify the location that you want to restrict these settings to (1). You should use a different site (2) for this data set then you did when configuring the default settings for your Salesforce account.

When you are done click Save.

 

 

Your saved settings will appear. Click Back to List.

 

 

Your new data set will appear in the list of data sets. These new settings will be used when users of the specified location are logged in.

2 Comments

Dawn Page

I have a question on this feature - if I customize the site based on user profile, is it possible for the user to access articles from *both* sites or just one set?

Thanks!

Trevor DeVore

@Dawn - a user profile can only have on site assigned to it. Articles can be shared between sites, however.

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