Recent updates
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Overview of how to configure Salesforce, ScreenSteps and SAML
Updated on Mar 19, 2014ArticleThis article will give you a high level overview of how to configure single sign-on with Salesforce.
Additional Help Resources / Salesforce and ScreenSteps / Single Sign-On with Salesforce (SAML) Articles
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Generating a self-signed certificate on Salesforce.com
Updated on Mar 19, 2014ArticleIf 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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Tell Salesforce to allow access to ScreenSteps
Updated on Mar 12, 2014ArticleSalesforce 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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Why aren't my videos showing up in ScreenSteps?
Updated on Feb 26, 2014ArticleIf 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.
Screencast.com does not support https connections (see here). But many other video hosting services do.
Additional Help Resources / FAQs / General FAQs
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Do you recommend using the Zendesk Help Desk or a ScreenSteps site as your main documentation site?
Updated on Feb 21, 2014ArticleAdditional Help Resources / FAQs / ScreenSteps and Zendesk
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Does ScreenSteps integrate with the new Zendesk Help Center?
Updated on Feb 18, 2014ArticleYes. ScreenSteps 3 now integrates with the new Zendesk Help Center. You can publish complete manuals from ScreenSteps to Zendesk.
Additional Help Resources / FAQs / ScreenSteps and Zendesk
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How to keep your documentation up to date
Updated on Jan 08, 2014ArticleOne of the major concerns we hear from people is, "How do I keep my documentation up to date?" Here are some simple strategies to make it simple to keep things current in your documentation.
Additional Help Resources / Best Practices / Managing your documentation
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How to make documentation easy
Updated on Dec 04, 2013ArticleAdditional Help Resources / Best Practices / Intro
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Adding the Home Page Component to your sidebar
Updated on Nov 21, 2013ArticleLearn 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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What is a draft?
Updated on Oct 30, 2013ArticleA Draft version of an article is a version that people editing the article have access to. Any changes made to a draft article will not be visible in a Site, only in the desktop or web editors. By working on the Draft of an article, your team can update existing content in your manuals behind the scenes and not make those changes public until you are finished.
Using ScreenSteps / Authoring Content / Article Management