Recent Updates
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Updated on: Sep 24, 2018
Provide Feedback to Editors (using notes)
Manual Managing Content -
Updated on: Sep 14, 2018
Using ScreenSteps for Customer Support: Where should I publish my content?
Using ScreenSteps to create customer support documentation is simple, fast and effective. But before you can really start using ScreenSteps to improve your customer support you need to figure out where you are going to send your customers to view your documentation.
ScreenSteps offers you several options for delivering your documentation.
- Send them to your ScreenSteps site
- Integrate ScreenSteps with a third-party system such as WordPress, Zendesk, Desk.com or Help Scout and send your customers to the third-party system.
- Export HTML files and upload them to your own site
- Use the ScreenSteps API to pull content into your own app or publishing system.
Here are some tips to help you make your decision.
Manual FAQs -
Updated on: Sep 13, 2018
How do I make a site public?
The article will show you how to configure your site so that users aren't required to login before viewing your help articles.
Manual Administering Your Account -
Updated on: Sep 11, 2018
Adding file attachments to an article
Manual Authoring Content -
Updated on: Sep 06, 2018
Create an article template
Manual Authoring Content -
Updated on: Sep 05, 2018
Article has a "Not Connected" label to the right of the article title
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Updated on: Aug 30, 2018
Is my content backed up?
Manual FAQs -
Updated on: Aug 29, 2018
Configuring the ScreenSteps Remote Authentication WordPress Plugin
This lesson will show you how to configure the ScreenSteps Live Remote Login WordPress plugin.
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Updated on: Aug 29, 2018
Update ScreenSteps Remote Authentication Settings and Deploy Code to Production
If you have been working in a sandbox the entire time then you will now need to do the following:
- Deploy your Salesforce code to your production org to your sandbox org.
- Update your ScreenSteps remote authentication settings with your production URL
Manual Salesforce and ScreenSteps -
Updated on: Aug 29, 2018
Test: logging into ScreenSteps with Salesforce credentials
Now that you have configured ScreenSteps and created the necessary controller and page in Salesforce.com you are ready to log into your ScreenSteps account using your Salesforce.com credentials.
Let's go through a simple test to ensure that everything is working correctly.
Manual Salesforce and ScreenSteps
