Recent updates
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ScreenSteps FAQs for IT Teams
Updated onArticleThis article is for IT teams that have been tasked with configuring ScreenSteps for their organization.
Additional Help Resources FAQs General FAQs
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Generating a Site Link Checker Report
Updated onArticleThe Site Link Checker report goes through every link in the published articles in a site and attempts to verify whether or not they work. The broken links are added to a CSV file and emailed to your so that you can review them and update as necessary.
Using ScreenSteps Admin Tasks Reports
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How to Navigate to Reports in ScreenSteps
Updated onArticleReporting is included on all current plans and select legacy plans. If you don't see Reports in your account and are interested in adding them, please reach out to <[email protected]>.
Using ScreenSteps Admin Tasks Reports
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How to Customize the 2015 (Old) Site Template [Webinar]
Updated onArticleThe videos below are from a webinar that was recorded on June 1, 2016. Below each video are some additional instructions for implementing the customizations mentioned in the video.
Additional Help Resources Best Practices List of videos
Article also found in:
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Add new content to an article
Updated onWorkflowIn the ScreenSteps article editors you add content to an article by inserting a content block. ScreenSteps provides different types of content blocks, each with a customized editor. This article will show you how to insert new content blocks into an article.
Setting Up ScreenSteps Authoring Content Writing Articles
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Example requests and responses (v2 JSON API)
Updated onArticleSetting Up ScreenSteps Integrations API
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Installing ScreenSteps for Salesforce
Updated onArticleTo begin installation the ScreenSteps for Salesforce application please visit the App Exchange:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B50kpEAB
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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ScreenSteps and Salesforce Lightning
Updated onArticleWe have a new approach to contextual help that will allow your employees to get context sensitive help inside of Salesforce Lightning, Classic, and any other cloud application.
This is done through the use of the ScreenSteps Browser Extension.
If you would like to try it out, please contact [email protected].
Additional Help Resources Salesforce and ScreenSteps Overview
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How to Use a Vanity Domain with Your ScreenSteps Site
Updated onWorkflowWhen you create a ScreenSteps site, the URL includes screenstepslive.com and looks something like this: my-company.screenstepslive.com. If you want to create a URL that includes your company domain name, e.g. help.screensteps.com, then you will need to assign a vanity domain to the site.
Setting Up ScreenSteps Customize Your Site Basic Customizations