This article will show you how to create a new manual in Zendesk from a new manual in ScreenSteps or publish changes made to a ScreenSteps manual to the corresponding manual in Zendesk.
You can track what people are searching for in your ScreenSteps site using Google Analytics. Here is how to configure it.
Before starting this you must have your Google Tracking code installed.
A PDF template gives you access to the article and manual HTML that the content is inserted into. This allows you customize things such as the header, footer, table of contents, and title page.
This article applies to you if:
You basically have two types of Salesforce users:
Once you have set up single sign-on with Salesforce both types of users will be able to login to the ScreenSteps website using their Salesforce credentials.
ScreenSteps currently stores an unlimited number of revisions for your articles. We are working on a plan in the future that will limit this to some degree and consolidate older revisions. Before implementing this change we will be seeking customer input and will give plenty of notification for any changes.
If you are a reseller purchasing a ScreenSteps account on behalf of your client, here is some information you may find helpful.
When you set up a sandbox in Zendesk it creates a totally separate Help Center in Zendesk. This means:
This prevents you from preparing all of your content in a sandbox and then just "switching things over" to the production Help Center.
If you are going to use a sandbox to stage your content in Zendesk then there are two approaches you can take when switch to your production Help Center.
This article is only for customers who have a ScreenSteps site that they use to publish to the Zendesk Legacy Web Portal and who now want to be able to publish to the Zendesk Help Center.
No and Yes.