ScreenStepsSalesforce and ScreenSteps OverviewAn overview of setting up the Salesforce and ScreenSteps integrations

An overview of setting up the Salesforce and ScreenSteps integrations

1. Create your ScreenSteps documentation site

The first step is to create your ScreenSteps account. You can sign up for a free trial here:

http://screenstepslive.com/signup

The setup wizard will walk you through the steps of creating and publishing your first manual.

2. Set up Single Sign-on with Salesforce

Next you need to give your organization access to your ScreenSteps site. The site will be protected, meaning that people will have to login to view the content. But you don't want to make your users remember a separate user name and password just to view your documentation. That is why we support Single Sign-on with Salesforce.

By setting up Single Sign-on your users will be able to login to ScreenSteps using their Salesforce user name and password.

For Single Sign-on there are two flavors: SAML and ScreenSteps Remote Authentication. Unless you have a specific reason for not using SAML then we suggest that you use that option. It is much easier to set up and is officially supported by Salesforce.

Setting up Single Sign-on with SAML

2. Set up Single Sign-on with Salesforce

3. Add contextual help to Salesforce

Finally you need to add the contextual help application to your Salesforce instance. This will allow your users to see contextual help for any standard or custom object in Salesforce.

Adding Contextual Help and Search to Salesforce

3. Add contextual help to Salesforce

4. Add a help tab to Salesforce (optional)

This step is optional, but many of our customers like to add a "Help" or "Documentation" tab to their Salesforce instance where their users can browse all of the help articles.

Displaying ScreenSteps content within a Salesforce tab