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.
Follow these 10 steps to create a Salesforce web tab that displays your ScreenSteps knowledge base.
1. Click on Setup
To begin adding a new tab click on Setup.
2. Click on App Setup > Create > Tabs
On the Setup screen expand the App Setup > Create menu item. Click on Tabs.
3. 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.
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.
9. 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).
Clicking on the tab displays the ScreenSteps content.