ScreenSteps

Adding the Home Page Component to your sidebar

Article

Learn how to add the home page component to the sidebar for most all of your Salesforce tabs.

What is a draft?

Article

A 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.

Why your documentation needs to be online - not locked in a PDF or Word file

Article

A lot of organizations deliver their documentation as PDF or Word files. If you are only using PDF and Word files for your documentation, then you are making a big mistake that is impacting the usage of your documentation and probably hurting the efficiency of your business.

In this article we will regularly refer to PDFs, but what applies to PDFs also applies to Word files, PowerPoint, etc.

Evaluating the cost of a documentation system

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Creating engaging documentation: Motivation matters more than Learning Styles

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A lot of people talk about developing documentation for different learning styles. If you have unlimited resources then you can spend a bunch of time and money developing content in different formats to match different learning styles. But most businesses don't have unlimited resources. Most businesses need to get something prepared that can help the majority of their users.

If you are starting to think about creating material for different learning styles, stop right now. Instead of grouping your audience into different learning styles, start grouping them by their level of motivation.

How to figure out why people don't use your documentation

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Setting Your Documentation Goals: Road Maps and Roadblocks

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