Add Contextual Help and Search in Salesforce Classic
You can have your help articles and onboarding guides show up automatically in the appropriate Salesforce tabs, as well as enable your users to search your ScreenSteps knowledge base from right within Salesforce.
Follow these steps to get started.
1. Configure ScreenSteps for Salesforce
2. Set Permissions
3. Create Salesforce homepage component
4. Using Contextual help
You can take advantage of contextual help by specifying tags in ScreenSteps. If you want an article related to campaigns to show up in the sidebar of the Campaigns object automatically, you can add a tag: