Salesforce and ScreenSteps
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Overview
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Adding Contextual Help and Search to Salesforce
- Two Options for Contextual Help
- 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
- 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
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Single Sign-On with Salesforce (SAML) Articles
- Overview of how to configure Salesforce, ScreenSteps and SAML
- Generating a self-signed certificate on Salesforce.com
- Enable Salesforce as an Identity Provider and download Metadata file
- Configure SAML Settings in ScreenSteps for Salesforce
- Create a Connected App for ScreenSteps in Salesforce
- Assign User Profiles to your Connected App in Salesforce
- Authenticating Salesforce users for creating and updating articles
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Salesforce Single Sign-on with ScreenSteps Remote Authentication Articles
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Other Salesforce Integration Options
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Salesforce Contextual Help Troubleshooting
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Salesforce Single Sign-on Troubleshooting
- Salesforce SAML Troubleshooting: Insufficient Privileges
- Salesforce SAML error message: Invalid Signature on SAML Response
- How do I update ScreenSteps after renewing my Identity Provider Certificate in Salesforce?
- How to update your Salesforce SAML settings
- Why can't certain Salesforce users login with Single Sign-on?
