ScreenSteps

What permission settings are used for newly created chapters in Zendesk?

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When you create a new chapter in ScreenSteps and push the changes to Zendesk a new section or forum will be created in Zendesk.

How to add a lightbox to images in Zendesk Help Center

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Adding a lightbox to images in Zendesk isn't officially supported by ScreenSteps staff. There are a lot of customizations that you can make to your Zendesk Help Center so it is possible that the documentation below will not work depending on how you have designed your help center. But these instructions should give you the information you need to set things up. You will need to undrestand a bit about javascript and CSS to add the lightbox feature.

Customizing the ScreenSteps site based on user profile

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You 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.

No articles show up in the Salesforce search widget

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If you have installed the Salesforce search widget and aren't seeing any results here are somethings to check to try to troubleshoot:

Customizing tags based on user profile

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Because 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.

Setting the author for articles created in Zendesk Help Center

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When ScreenSteps creates an article in Zendesk Help Center we attempt to set the author to the last user who edited the article in ScreenSteps.

For this to work correctly, the ScreenSteps user must have the same email address as a user in the Zendesk account.

Here is how it works:

• When ScreenSteps creates the article it looks to see who the last ScreenSteps user was who edited the article.
• ScreenSteps searches the Zendesk account for a user with the same email address.
• If the user exists then the author is set to that user. If that user does not exist then the author will be set to whatever user was used to create the ScreenSteps/Zendesk connection.

The setting of the author only happens when the article is created in Zendesk. Updates to the article will not change the author setting.

We are not able to set the author for the Zendesk Legacy Web Portal at this point as the Zendesk API does not support the setting of the author.

How are ScreenSteps articles ordered in Zendesk

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Setting Permissions for the Visualforce Page

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Now that you have created the Visualforce page you need to make sure that your Salesforce users have permission to access it.

Generating a self-signed certificate on Salesforce.com

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If you already have a self-signed certificate for your Salesforce organization then you can skip this part of the setup.

Tell Salesforce to allow access to ScreenSteps

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Salesforce requires that you give permission to communicate with the other services. Learn how to configure Salesforce to allow access to the ScreenSteps server.