Adding Contextual Help and Search to Salesforce
15 Articles
- 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
Salesforce Service Cloud Integration
6 Articles
- 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