What is ScreenSteps for Salesforce Service Cloud?

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ScreenSteps for Salesforce Service Cloud is an add-on which is available on Enterprise accounts.


The ScreenSteps for Salesforce Service Cloud integration allows for the automatic suggestion of your ScreenSteps knowledge base articles whenever a Service Cloud Case is viewed or a user performs a text search.

The article results can be:

  1. Viewed inline
  2. Viewed in a new window
  3. Copied to the clipboard for pasting in the case response (URL to the article)

The Inline View

The inline view will display the entire article within the side panel, eliminating the need to switch between tabs or windows when referencing your ScreenSteps knowledge base.


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