ScreenSteps

Add new content to an article

Workflow

In the ScreenSteps article editors you add content to an article by inserting a content block. ScreenSteps provides different types of content blocks, each with a customized editor. This article will show you how to insert new content blocks into an article.

Example requests and responses (v2 JSON API)

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Installing ScreenSteps for Salesforce

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To begin installation the ScreenSteps for Salesforce application please visit the App Exchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B50kpEAB

ScreenSteps and Salesforce Lightning

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We 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 [email protected].

How to Use a Vanity Domain with Your ScreenSteps Site

Workflow

When you create a ScreenSteps site, the URL includes screenstepslive.com and looks something like this: my-company.screenstepslive.com. If you want to create a URL that includes your company domain name, e.g. help.screensteps.com, then you will need to assign a vanity domain to the site.

Troubleshooting: User can't see embedded help tab in Salesforce

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If a user tries to view your ScreenSteps site via a tab in Salesforce and instead of seeing the help content they just see your list of sites it is possible that they are blocking 3rd party cookies in Chrome.To fix this they can do one of two things: Enable 3rd party cookies https://support.google.com/chrome/answer/95647, or Add your ScreenSteps domain (youraccount.screenstepslive.com) as an allowed domain for 3rd party cookies. Be sure to replace "youraccount" with your actual account name. Look under "Allow or block cookies for a specific site" in the article above.

Why aren't my videos showing up in ScreenSteps?

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If you are embedding videos with an http connection but are viewing your ScreenSteps web page over an https connection then many browsers will not display the embedded content.This has nothing to do with ScreenSteps. It is simply a security measure that web browsers implement.The solution is to adjust your embed code so that it uses https instead of http.

Configure Single Sign-on for Crowd in ScreenSteps

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Now that you have configured Crowd you need to configure ScreenSteps to use Remote Authentication.

How to Embed Login Credentials into a URL

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This article will show you how to embed login credentials into a url. Why would you want to do this?  Here is an example scenario: Say that you have a user area on your own website, not on ScreenSteps. You create a site on ScreenSteps that you want those users to have access to but you don't want to go through the hassle of setting up user accounts for everyone on ScreenSteps. You can use this method to provide a link in the user area that will take them to your site on ScreenSteps and automatically log them in under a shared user account.

How do I show or hide chapter contents in the sidebar?

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When viewing an article on ScreenSteps a list of chapters in the manual will be shown in the sidebar. Users can click on the chapter title to show or hide the articles in each chapter. For each manual you can decide if you would like the chapter articles to automatically be shown or hidden.