ScreenStepsIntegrationsSalesforce and ScreenSteps Other Salesforce Integration OptionsDisplay ScreenSteps Content in Salesforce Tab (No Single Sign-on)

Display ScreenSteps Content in Salesforce Tab (No Single Sign-on)

This tutorial will show you how to add a tab to SalesForce that displays content from ScreenSteps and does not require Single Sign-on for your users to view a private site. 

Go through the checklist below to make sure you have done all of the correct steps. You can check off each item as you perform it so you can keep track of what you've done and what you have left.

If you aren't sure how to perform a task, click on the chevron arrow to the left of the checkbox to view instructions.

Choose your site

Click Settings

Check Private > Update

Click Account Settings

Click Create/Invite User

Create a new API Access user account

Set up login credentials

Add the user account to your Salesforce site

Click the chevron next to Site Contents

Click Open Preview

View your end-user URL

At the end of the URL, include:

?login=myusername&password=mypassword

So, if my API username were "Tom" and my password were "Hulk1223" then then my URL would look like this

Copy your entire URL. You will use it in the next step.

Now you can follow our instructions for Displaying ScreenSteps content within a Salesforce tab.

You are done. Great job!

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