Recent updates
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Decrease Support Tickets
Updated on Mar 08, 2018ArticleIn this webinar, you'll learn how to write documentation that decreases the time it takes to resolve basic support tickets and reduce the number of support tickets you receive over time.
Additional Help Resources / Best Practices / List of videos
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How Should I Organize ScreenSteps?
Updated on Feb 16, 2018ArticleOnce your knowledge base moves beyond a few FAQs, you will quickly start wondering about how you should organize your B2B software knowledge base.
Setting Up ScreenSteps / Organizing Content / Overview of Organization
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Enable Salesforce as an Identity Provider and download Metadata file
Updated on Feb 15, 2018ArticleYour Salesforce.com will need to have a security certificate in order to use SAML. If you don't already have a security certificate, follow these instructions to generate a self-signed certificate.
Additional Help Resources / Salesforce and ScreenSteps / Single Sign-On with Salesforce (SAML) Articles
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Refresh the extension
Updated on Feb 02, 2018ArticleUsing ScreenSteps / Contextual Help / Using Contextual Help
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Troubleshooting SAML for ADFS
Updated on Jan 30, 2018ArticleOn initial setup, after logging in through ADFS, ScreenSteps was presenting this error:
Using ScreenSteps / Single Sign-on / Using SAML
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Connect with velcro, not cement
Updated on Jan 29, 2018ArticleMake sure you, your team and your users can pull apart your documentation to get right at the information they need.
Additional Help Resources / Best Practices / A recipe for great documentation
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Use pictures
Updated on Jan 29, 2018ArticleThe simples way to improve your documentation is to add more pictures.
Additional Help Resources / Best Practices / A recipe for great documentation
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Think like a GPS
Updated on Jan 26, 2018ArticleYou readers are trying to reach a destination. Make sure you write docs that help them get there.
Additional Help Resources / Best Practices / A recipe for great documentation
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Control the scope and detail of your documentation articles
Updated on Jan 26, 2018ArticleBy limiting the scope of each help article you write you will create documentation that is:
- Easier to understand
- Easier to author
- Easier to keep up-to-date
- Easier to use in support situations
Additional Help Resources / Best Practices / A recipe for great documentation
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Get rid of projects, establish a process
Updated on Jan 26, 2018ArticleForget about pointless planning sessions and establish a process that lets you create "just in time" documentation.
Additional Help Resources / Best Practices / A recipe for great documentation