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
- Adding a tag for a custom tab or Visualforce page
- Customizing tags based on user profile
- Customizing the ScreenSteps site based on user profile
- Determining the Salesforce instance when using My Domain
- Clearing the Cache