ScreenSteps

Determining the URL to use in the ScreenSteps Live Home Page Component

Updated

The ScreenSteps integration is done via a Home Page Component. Home Page Components only allow HTML which means you have to manually locate the url of the visualforce page that will process requests to the ScreenSteps server.

Determine Your Salesforce URL

Navigate to your home tab and look at the URL in your browser. If you are using a default Salesforce installation without My Domain it will look something like this:

https://na8.salesforce.com/home/home.jsp

Make note of the instance name. In the above example the instance name is na8.

If you are using My Domain then it will look something like this:

https://bmls.my.salesforce.com/home/home.jsp

In this case you will need to determine your Salesforce instance by following these instructions.

Determine Your Salesforce URL

Enter URL to ScreenSteps Live_Home Page

Note to IE users: IE may report that an error occurs when trying to access this page. If you are using IE then just copy the URL to the clipboard and skip the step of testing the URL.

Now enter the URL to the ScreenStepsLive_Home page into the browser and load the page. If you are NOT using My Domain and your Salesforce subdomain is na8 then the URL would be this:

https://screenstepslive.na8.visual.force.com/apex/ScreenStepsLive_Home

If you ARE using My Domain and your Salesforce subdomain is na8 then the URL would be this if your custom domain was bmls:

https://bmls--screenstepslive.na8.visual.force.com/apex/ScreenStepsLive_Home

Enter URL to ScreenSteps Live_Home Page

 

You should see some text appear in your browser that looks like this image (1). If you do, then you have successfully entered the url.

Copy the URL (2) and paste it into a text document so that you can access it later.

 

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