Recent updates
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Customizing the ScreenSteps site based on user profile
Updated onArticleYou can configure the ScreenSteps for Salesforce application to draw content from a different ScreenSteps site based on the user profile.
If you have already configured the default settings for the ScreenSteps application then this lesson will show you how to configure these settings.
If you are just trying to configure the default settings for all Salesforce users please refer to this article.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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Generating a self-signed certificate on Salesforce.com
Updated onArticleIf you already have a self-signed certificate for your Salesforce organization then you can skip this part of the setup.
Additional Help Resources Salesforce and ScreenSteps Single Sign-On with Salesforce (SAML) Articles
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How to embed your ScreenSteps site into Google Sites
Updated onArticleSetting Up ScreenSteps Integrations Other Options
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Setting Permissions for "ScreenSteps Home" and "ScreenSteps Visualforce Home" Visualforce Pages
Updated onArticleIn order for non-admin users to use the ScreenSteps for Salesforce application you will need to assign the proper permissions to the ScreenSteps Home and ScreenSteps Visualforce Page.
These instructions will show you what to do for the ScreenSteps Visualforce Page page. Repeat the same steps for the ScreenSteps Home page.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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Customizing tags based on user profile
Updated onArticleBecause ScreenSteps Live for Salesforce stores the tags to use for each tab in a hierarchal custom setting, you can customize the tags that are used based on user or profile.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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Adding the Home Page Component to your sidebar
Updated onArticleLearn how to add the home page component to the sidebar for most all of your Salesforce tabs.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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Creating the ScreenSteps Home Page Component
Updated onArticleNow you will create a Home Page Component in Salesforce that will display tutorials from ScreenSteps.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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Determining the URL to use in the ScreenSteps Live Home Page Component
Updated onArticleThe ScreenSteps integration is done via a Home Page Component. Home Page Components only allow HTML which means you have to manually locate the url of the visualforce page that will process requests to the ScreenSteps server.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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Tell Salesforce to allow access to ScreenSteps
Updated onArticleSalesforce requires that you give permission to communicate with the other services. Learn how to configure Salesforce to allow access to the ScreenSteps server.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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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