This tutorial will show you how to add a tab to Salesforce that displays content from ScreenSteps. It is quite easy to do and makes integrating customized help files into your Salesforce account a cinch.
Are you using Single Sign-on?
If you have set up ScreenSteps to use Single Sign-on with Salesforce, then select "Yes" below. If you do NOT want to set up Single Sign-on (or don't know what that is), then you should select "No" below.
Verify your site is private
Create an API user account
An API user account is a generic user account that will be used to log users into your private ScreenSteps site.
Add the API username and password to the URL
At the end of the URL, include:
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 paste it in Salesforce later on.
Are you using Lightning?
Create CSP Trusted Site (Lightning only)
If you use Lightning in Salesforce then you will need to create a CSP trusted site so that your ScreenSteps site will display in an iframe in Salesforce.
Begin by searching for CSP Trusted Site and clicking the New Trusted Site button.
For the Trusted Site Name enter ScreenSteps. For the Trusted Site URL enter your ScreenSteps account url. This will be something like
https://MY-ACCOUNT.screenstepslive.com where MY-ACCOUNT is replaced with your ScreenSteps account name.
Click Save when you are done. You can now create a web tab.
Create a New Tab
Enter ScreenSteps Live URL
Enter the URL to your ScreenSteps content.
If you are NOT using Single Sign-on, this is where you would paste the URL with the username and password.
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.
Add to Profiles
Set which profiles the tab should appear on.
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.
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.