Adding Contextual Help and Search to Salesforce
12 Articles
- 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