ScreenSteps

Creating the ScreenSteps Home Page Component

Updated

Now you will create a Home Page Component in Salesforce that will display tutorials from ScreenSteps.

1. Get Home Page Component HTML from ScreenSteps

1.1. Go to Salesforce integrations page

  1. Select Account Management
  2. Select Integrations
  3. Select Salesforce
Go to Salesforce integrations page

1.2. Add in the URL for your controller

Add in the URL for your controller

1) Enter the URL you located in the previous article into the input area.

2) Click Get Code.

1.3. Copy Code

A box will appear below with the code you need to insert in Salesforce. Copy it.

Copy Code

2. In Salesforce, navigate to Setup

In Salesforce, navigate to Setup
Navigate to App Setup > Customize > Home > Home Page Components

4. Create a New Home Page Component

Create a New Home Page Component

Click on the New button.

You may see this screen. Click Next if you do.

5. Create an HTML Area Component

Create an HTML Area Component

On this screen enter a name for your HTML Component. Also, make sure that the component is an HTML Area type.

Click Next.

6. Set the Component Position

Set the Component Position

Set the component position to Narrow (Left) Column. This will allow you to display it on most all Salesforce tabs.

7. Configure the Home Page Component HTML in Salesforce

Configure the Home Page Component HTML in Salesforce

1) In the HTML field, check the Show HTML checkbox.

2) Paste the HTML you copied from ScreenSteps here.

8. The Result

The Result

The new component will be created.

6 Comments

Alex

How to adjust the iframe height based on the content.

Trevor DeVore

@Alex - The home page component doesn't use an iframe. The content will readjust it's size based on the articles being displayed.

Trevor DeVore

@Alex - trying to paste code into the comments won't work well. Can you email [email protected] with your code and a description of what you are trying to do and what is not working? We can then troubleshoot it through a support ticket.

Jenna Weiner

On this page, this step '2. In Salesforce, navigate to Setup' has the wrong screen capture. It's currently showing the ScreenSteps setup menu, not the Salesforce menu. FYI.

Trevor DeVore

@Jenna - I double checked the picture and it looks like the Salesforce Setup menu to me.

Jenna Weiner

@Trevor, you must be using a sandbox or mobile app then. Because my setup screen doesn't look anything like that... yet. No worries. I'm sure it will eventually.

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