Create Contextual Help Channels

Updated Aug 22, 2018

Once you get the Chrome extension installed, you will need to create Channels so that the Chrome extension knows which articles should be readily available on specific web applications.

Click Channels

Create a new channel

Add a Name > Mapping Pattern

A mapping pattern is the URL where you want contextual help to appear.

In the example below, when a user goes to the Opportunity's object, she will see contextual help. Wherever the URL includes "Opportunity," this channel will appear.

Where do I get the mapping pattern?

The mapping pattern is the URL where you want contextual help to appear.

In the example below, I want contextual help to appear in an account application called Xero when a user is about to create an invoice. So I navigate to the web app where I want contextual help to appear and I copy the URL.

I do not need the entire URL, so I do not include "https://" in the Mapping Pattern. I only include the domain name and/or the path (or part of the path).

What about extra characters after the path name?

Sometimes, web apps include a bunch of text in the URL. That can mess up contextual help because you cannot account for the unique text.

What you can do is add a wildcard to your mapping pattern so that no matter what text is added to the URL, your contextual help will still work. For the example above, your mapping patter could be xero\.com/Bank/BankRec.*

By adding .* at the end of "BankRec" your contextual help will appear whenever the URL has BankRec is in the address bar no matter what else comes after that.

Examples of mapping patterns
Web Page Mapping Pattern
Salesforce Classic Cases salesforce\.com/500.*
Salesforce Classic Leads salesforce\.com/00Q.*
Salesforce Classic Campaigns salesforce\.com/701.*
Salesforce Lightning Opportunities \.lightning\.force\.com/one/one\.app(\?.*)?#/sObject/Opportunity.*
Salesforce Lightning Accounts \.lightning\.force\.com/one/one\.app(\?.*)?#/sObject/Account.*
Salesforce Lightning Contacts \.lightning\.force\.com/one/one\.app(\?.*)?#/sObject/Contact.*
Xero Bank Reconciliations xero\.com/Bank/BankRec.*
Xero Sales xero\.com/Accounts.*
Mailchimp Admin mailchimp\.com/account.*
Mailchimp Campaigns mailchimp\.com/campaigns.*
Asana app\.asana\.com.*

After you create contextual help channels, follow these instructions to add articles. If you need help creating a contextual help channel, contact ScreenSteps support.


Sharon Fass

I do not have Channels available under admin. Is there a newer version that I need to load? Or is this feature still in the works?

Jonathan DeVore

@sharon––Channels are fully functional, and are available on the Employee Training Plan.

Mark Hackett

we can't see Channels, we're on the Growing Business plan $199 per month however it's not appearing?

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