An overview of setting up the Salesforce and ScreenSteps integrations
1. Create your ScreenSteps documentation site
The first step is to create your ScreenSteps account. You can sign up for a free trial here:
The setup wizard will walk you through the steps of creating and publishing your first manual.
2. Set up Single Sign-on with Salesforce
Next you need to give your organization access to your ScreenSteps site. The site will be protected, meaning that people will have to login to view the content. But you don't want to make your users remember a separate user name and password just to view your documentation. That is why we support Single Sign-on with Salesforce.
By setting up Single Sign-on your users will be able to login to ScreenSteps using their Salesforce user name and password.
For Single Sign-on there are two flavors: SAML and ScreenSteps Remote Authentication. Unless you have a specific reason for not using SAML then we suggest that you use that option. It is much easier to set up and is officially supported by Salesforce.
3. Add contextual help to Salesforce
Finally you need to add the contextual help application to your Salesforce Classic instance. This will allow your users to see contextual help for any standard or custom object in Salesforce.
If your company is using Salesforce Lightning then you can use our Chrome Extension to create contextual help for Salesforce or any other website your employees use.
4. Add a help tab to Salesforce (optional)
This step is optional, but many of our customers like to add a "Help" or "Documentation" tab to their Salesforce instance where their users can browse all of the help articles.