ScreenStepsSalesforce and ScreenSteps Other Salesforce Integration OptionsDisplay ScreenSteps Content in Salesforce Tab (No Single Sign-on)

Display ScreenSteps Content in Salesforce Tab (No Single Sign-on)

This tutorial will show you how to add a tab to SalesForce that displays content from ScreenSteps and does not require Single Sign-on for your users to view a private site. 

Go through the checklist below to make sure you have done all of the correct steps. You can check off each item as you perform it so you can keep track of what you've done and what you have left.

If you aren't sure how to perform a task, click on the chevron arrow to the left of the checkbox to view instructions.

Choose your site

Click Settings

Check Private > Update

Click Account Settings

Click Create/Invite User

Create a new API Access user account

Set up login credentials

Add the user account to your Salesforce site

Click the chevron next to Site Contents

Click Open Preview

View your end-user URL

At the end of the URL, include:

?login=myusername&password=mypassword

So, if my API username were "Tom" and my password were "Hulk1223" then then my URL would look like this

Copy your entire URL. You will use it in the next step.

Follow these 10 steps to create a Salesforce web tab that displays your ScreenSteps knowledge base.

1. Click on Setup

Click on Setup

To begin adding a new tab click on Setup.

2. Click on App Setup > Create > Tabs

Click on App Setup > Create > Tabs

On the Setup screen expand the App Setup > Create menu item. Click on Tabs.

3. Click New

Click New

You want to create a new Web Tab in order to display ScreenSteps Live content. Click on the New button next to Web Tabs.

4. Select Tab Layout

Select a tab layout and click Next.

5. Enter Display Properties

Enter the name for the tab and other tab properties and click Next.

Example text: ScreenSteps documentation showing how our company uses Salesforce.com.

6. Enter your URL

Remember the URL with your login credentials? Paste that URL into the box.

IMPORTANT: Make sure you use https:// as the protocol. If you use http:// (notice the s is missing) then the iframe may not display in certain browsers.

Click Next.

7. Add to Profiles

Set which profiles the tab should appear on.

8. Specify Which Apps The Tab Appears In

The last thing to do is tell SalesForce which apps to display the tab in. If your help files apply to all apps then just leave every box checked.

Click Save.

9. The Result

The Result

After saving the tab you will see your tab in the list of Web Tabs (1). If you are currently in an app that the tab is displayed in then you will see the tab appear as well (2).

10.

Clicking on the tab displays the ScreenSteps content.

You are done. Great job!

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