Recent updates
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Not all of my Zendesk categories or sections are showing up in ScreenSteps
Updated onArticleWhen ScreenSteps connects to Zendesk it uses the user credentials that you entered when you configured the integration.
If you are not seeing all of your Zendesk categories and sections then one of two things is possible:
- The user that ScreenSteps is using to connect to Zendesk does not have permission to view those categories/sections.
- Or, the categories/sections were created after you initially imported your Zendesk structure into ScreenSteps. If that is the case just import your structure again and they should appear.
Setting Up ScreenSteps / Integrations / Zendesk Integration
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How to Capture Console Errors for Support
Updated onArticleFrom within the Chrome browser, navigate to the screen where you are experiencing unexpected results, right-click over an empty space to bring up options, and then click "Inspect".
Additional Help Resources / FAQs / General FAQs
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Which browsers are supported?
Updated onArticleWe treat two areas of the ScreenSteps service differently for browser support:
Additional Help Resources / FAQs / General FAQs
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How to Set up the ScreenSteps Browser Extension for Your Team (For Admin)
Updated onWorkflowThe ScreenSteps Browser Extension is an add-on to select plans. If you don't currently have access but are interested in adding it to your plan, please reach out to <billing@screensteps.com>.
Using ScreenSteps / Contextual Help / Setting up Contextual Help
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How to Install the ScreenSteps Browser Extension
Updated onChecklistThe ScreenSteps Browser Extension is an add-on to select plans. If you don't currently have access but are interested in adding it to your plan, please reach out to <billing@screensteps.com>.
Using ScreenSteps / Contextual Help / Setting up Contextual Help
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Locating the Entity ID for SSO configuration
Updated onArticleWhen configuring a Single Sign-on (SSO) endpoint in ScreenSteps, you will need to enter an Entity ID into the 3rd party SSO provider. Your Entity ID will match your Consumer URL, which can be found using the instructions in this article: How to Edit Single Sign-on Settings or Find your Consumer URL and Test URL
Using ScreenSteps / Single Sign-on / Using SAML
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How to Edit Single Sign-on Settings or Find your Consumer URL and Test URL
Updated onArticle- Click on Account
- Click on Site Access
Using ScreenSteps / Single Sign-on / Using SAML
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ScreenSteps and Salesforce Lightning
Updated onArticleWe have a new approach to contextual help that will allow your employees to get context sensitive help inside of Salesforce Lightning, Classic, and any other cloud application.
This is done through the use of the ScreenSteps Browser Extension.
If you would like to try it out, please contact sales@screensteps.com.
Additional Help Resources / Salesforce and ScreenSteps / Overview
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How to Create Contextual Help Channels
Updated onArticleThe ScreenSteps Browser Extension is an add-on to select plans. If you don't currently have access but are interested in adding it to your plan, please reach out to <billing@screensteps.com>.
Using ScreenSteps / Contextual Help / Using Contextual Help
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How to Require/Not Require Process Owners for Article Certification
Updated onArticleThis feature is only available to users on our current plans (Standard, Advanced, or Enterprise). If you're on a legacy plan and are interested in switching to a current plan, please reach out to us at <billing@screensteps.com>.
Using ScreenSteps / Authoring Content / Certifying Content