1. Visit App Exchange
To begin installation of the ScreenSteps for Service Cloud Salesforce application please visit the App Exchange: ScreenSteps for Service Cloud Salesforce application
2. Click on the Get It Now button
3. Install
- Choose which account you'll use to connect
- Click to Install in Production or Install in Sandbox
4. Confirm and Install
- Agree to the terms
- Click to Confirm and Install
5. Choose Security Level
- Choose which users should have access
- Click to Install
6. Complete
A success message should appear. Click Done to complete the install process.
7. Configure
See the articles below to configure your settings before using the ScreenSteps for Service Cloud application:
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