Displaying ScreenSteps content within a Salesforce tab

This tutorial will show you how to add a tab to SalesForce that displays content from ScreenSteps. It is quite easy to do and makes integrating customized help files into your SalesForce account a cinch.

1. Create CSP Trusted Site (Lightning only)

If you use Lightning in Salesforce then you will need to create a CSP trusted site so that your ScreenSteps site will display in an iframe in Salesforce.

1.1. Create a new trusted site

Begin by searching for CSP Trusted Site and clicking the New Trusted Site button.

1.2. Enter your ScreenSteps account url and Save

For the Trusted Site Name enter ScreenSteps. For the Trusted Site URL enter your ScreenSteps account url. This will be something like https://MY-ACCOUNT.screenstepslive.com where MY-ACCOUNT is replaced with your ScreenSteps account name.

Click Save when you are done. You can now create a web tab.

2. Click on Setup

Click on Setup

To begin adding a new tab click on Setup.

3. Click on App Setup > Create > Tabs

Click on App Setup > Create > Tabs

On the Setup screen expand the App Setup > Create menu item. Click on Tabs.

4. Click New

Click New

You want to create a new Web Tab in order to display ScreenSteps Live content. Click on the New button next to Web Tabs.

5. Select Tab Layout

Select a tab layout and click Next.

6. Enter Display Properties

Enter the name for the tab and other tab properties and click Next.

Example text: ScreenSteps Live documentation showing how our company uses Salesforce.com.

7. Enter ScreenSteps Live URL

Enter the URL to your ScreenSteps content.

IMPORTANT: Make sure you use https:// as the protocol. If you use http:// (notice the s is missing) then the iframe may not display in certain browsers.

If you are not using single sign-on with Salesforce

If your ScreenSteps content is protected and you don't have single sign-on enabled then you may want to embed the login credentials in the URL so users don't have to log in each time to view the content. We have an article on embedding login credentials in a URL.

If you are using single sign-on then you don't need to worry about this.

Click Next.

8. Add to Profiles

Set which profiles the tab should appear on.

9. Specify Which Apps The Tab Appears In

The last thing to do is tell SalesForce which apps to display the tab in. If your help files apply to all apps then just leave every box checked.

Click Save.

10. The Result

After saving the tab you will see your tab in the list of Web Tabs (1). If you are currently in an app that the tab is displayed in then you will see the tab appear as well (2).

The Result

Clicking on the tab displays the ScreenSteps content.

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