Recent updates
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Configuring ScreenSteps for Salesforce
Updated onArticleAfter installing the ScreenSteps for Salesforce application you need to configure your ScreenSteps settings.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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Removing legacy support for TLS protocol versions 1.0 and 1.1
Updated onArticleOn December 11, 2018 ScreenSteps will remove support for Transport Layer Security (TLS) protocol versions 1.0 and 1.1.
Additional Help Resources Announcements Announcements
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Add Contextual Help and Search in Salesforce Classic
Updated onArticleYou can have your help articles and onboarding guides show up automatically in the appropriate Salesforce tabs, as well as enable your users to search your ScreenSteps knowledge base from right within Salesforce.
Follow these steps to get started.
Additional Help Resources Salesforce and ScreenSteps Overview
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Importing Clarify documents
Updated onArticleIf you have Clarify documents or ScreenSteps 2 packages that you would like to add to your ScreenSteps account then you can import them using the desktop software.
Additional Help Resources Migrating Existing Content to ScreenSteps Other Sources
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Videos, numbered lists, tables, or indenting won't display properly in Zendesk
Updated onArticleBy default Zendesk won't allow you to use video embed codes and will strip attributes from HTML. In order to embed videos, use numbered lists that start on a number other than "1", maintain proper table and column widths, or use indented text you will need to activate the Display unsafe HTML option to embed videos in your Zendesk Help Center.
Setting Up ScreenSteps Integrations Zendesk Integration
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Adding a tag for a custom tab or Visualforce page
Updated onArticleYou can configure ScreenSteps for Salesforce to display certain articles when viewing a custom tab.
Important: Remember that as you add tags to articles in ScreenSteps that you need to refresh the cache if you want to see the articles appear in Salesforce right away.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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Changing the ScreenSteps tag used for each Salesforce tab
Updated onArticleThe ScreenSteps Live component uses lesson tags to determine which lessons to display on which Salesforce page. Learn how to configure the tags used for each page.
Important: Remember that as you add tags to articles in ScreenSteps that you need to refresh the cache if you want to see the articles appear in Salesforce right away.
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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How to see where an article is being used in your account
Updated onArticleIf you are using article aliases in your documentation then it is helpful to know everywhere the article is used. For example, if you are going to update the content in an article you want to know which manuals the changes will affect. This article will show you where to find information about article aliases.
Setting Up ScreenSteps Organizing Content Articles
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Article has a "Not Connected" label to the right of the article title
Updated onArticleIf you see the Not Connected label next to your article then it means there is not a valid Zendesk HC ID for your article in ScreenSteps. This can happen if you move an article into your Zendesk site from another site.
Setting Up ScreenSteps Integrations Zendesk Integration
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Links to ScreenSteps articles that are added to Microsoft Word do not open properly
Updated onArticleThis article discusses issues with opening links to ScreenSteps articles that have been added to a Microsoft Office document. The issue can occur if your account uses Single Sign-on with your ScreenSteps account.
Additional Help Resources FAQs General FAQs