1. Add ScreenSteps Component
If you do not yet have any Cases then you should select the New button to create one. Otherwise, click to open any existing case.
How to Add the ScreenSteps Component to Cases Page
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Salesforce and ScreenSteps
Overview 4
Adding Contextual Help and Search to Salesforce 15
- Installing ScreenSteps for Salesforce
- Tell Salesforce to allow access to ScreenSteps
- Configuring ScreenSteps for Salesforce
- Setting Permissions for "ScreenSteps Home" and "ScreenSteps Visualforce Home" Visualforce Pages
- Setting permissions on the ScreenStepsLiveCache Apex class
- Installing the Visualforce page Home Page Component
- Determining the URL to use in the ScreenSteps Live Home Page Component
- Creating the ScreenSteps Home Page Component
- Adding the Home Page Component to your sidebar
- Changing the ScreenSteps tag used for each Salesforce tab
- Adding a tag for a custom tab or Visualforce page
- Customizing tags based on user profile
- Customizing the ScreenSteps site based on user profile
- Determining the Salesforce instance when using My Domain
- Clearing the Cache
Single Sign-On with Salesforce (SAML) Articles 5
Salesforce Contextual Help Troubleshooting 3
Salesforce Service Cloud Integration 6
- What is ScreenSteps for Salesforce Service Cloud?
- How to Install ScreenSteps for Service Cloud in Salesforce Lightning
- How to Configure ScreenSteps for Salesforce Service Cloud
- How to Add the ScreenSteps Component to Cases Page
- How to Troubleshoot ScreenSteps for Salesforce Service Cloud Errors
- How to Uninstall ScreenSteps for Service Cloud
Other Resources
- Overview of ScreenSteps
- Organizing Content
- Customize Your Site
- Integrations
- Authoring Content
- Admin Tasks
- Permissions
- PDFs
- Contextual Help
- Creating Courses
- Single Sign-on
- Notifications
- Announcements
- Accessibility
- Example Content
- Best Practices
- FAQs
- Course Materials
- Migrating Existing Content to ScreenSteps
- Implementation Guides
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