Displaying ScreenSteps in a Salesforce Tab

Updated Aug 27, 2019

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

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. 

Choose your site
Click Settings
Check Private > Update

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.

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

Make sure to select the appropriate site. Otherwise, your API user account will not be able to view content.

View the web address to your knowledge base

Click the Go To Site icon
View your end-user URL

Add the API username and password to the 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 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.

Create a new trusted site

Begin by searching for CSP Trusted Site and clicking the New Trusted Site button.

Enter your ScreenSteps account url and Save

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

Click on Setup

Click on Setup

To begin adding a new tab click on Setup.

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.

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.

Select Layout

1. Select Tab Layout

Select Tab Layout

Select a tab layout and click Next.

2. Enter Display Properties

Enter Display Properties

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

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

Enter ScreenSteps Live URL

If you are NOT using Single Sign-on, this is where you would paste the URL with the username and password.

Enter ScreenSteps Live URL

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.

Add to Profiles

Set which profiles the tab should appear on.

Add to Profiles

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.

Specify Which Apps The Tab Appears In

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).

The Result

Clicking on the tab displays the ScreenSteps content.

Congratulations, you are done!

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