ScreenSteps

Assign User Profiles to your Connected App in Salesforce

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Creating a Customer Support Site with ScreenSteps

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ScreenSteps can be a fantastic tool for decreasing customer support requests, improving user adoption and generally keeping your support team organized and efficient.

Creating a table from a tab-delimited text file

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In the desktop editor you can import a tab delimited file that will be converted into a table.

Adding tables from Microsoft Excel

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The desktop software has the ability to convert Microsoft Excel table data on the system clipboard into a table content element in an article.

Can I host ScreenSteps on my own servers?

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There are two parts to ScreenSteps:

• The authoring environment
• The documentation you create

Does ScreenSteps publish tags to Zendesk?

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At the current time ScreenSteps does not support publishing tags to Zendesk.

To add tags to an article you would need to add the tag in the Zendesk interface.

Configuring the PHP Script

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Now that you have configured Crowd and ScreenSteps you just need to configure the PHP script.

Adding an application in Crowd

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The first step is to create a new application in Crowd. The PHP will use the new application's credentials when communicating with Crowd.

Failed Connect error

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When trying to connect to the ScreenStep server from the Windows version of the ScreenSteps desktop software you may see an error similar to this:

(7) Failed connect to your-subdomain.screenstepslive.com:8118

This article will help you troubleshoot the problem.

Uploading the PHP scripts

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Before you begin you will need to upload the PHP scripts to your server. Since the Crowd API uses the SOAP protocol the PHP scripts rely on the PHP SOAP extension being installed on the server.