Recent updates
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How to Edit Single Sign-on Settings or Find your Consumer URL and Test URL
Updated onArticle- Click on Account
- Click on Site Access
Using ScreenSteps Single Sign-on and SCIM Using SAML
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Setting Up Your Application to Use ScreenSteps Remote Authentication (Not SAML)
Updated onArticleThis article is for developers who want to allow users to sign in to their ScreenSteps site through a 3rd party application that the developer controls.
Using ScreenSteps Single Sign-on and SCIM Single Sign-on
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What is ScreenSteps for Salesforce Service Cloud?
Updated onArticleScreenSteps for Salesforce Service Cloud is an add-on which is available on Enterprise accounts.
Additional Help Resources Salesforce and ScreenSteps Salesforce Service Cloud Integration
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How to Make a Site Public/Private
Updated onArticleThe article will show you how to configure your site so that users either are required or aren't required to login before viewing your help articles.
Setting Up ScreenSteps Organizing Content Sites
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How to Set up Single Sign-on
Updated onWorkflowSingle Sign-on makes it easier for users to authenticate to ScreenSteps and improve adoption of ScreenSteps. Refer to What is Single Sign-on? if you are not familiar with what Single Sign-on is.
Using ScreenSteps Single Sign-on and SCIM Single Sign-on
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Locating the Entity ID or Issuer for SSO configuration
Updated onArticleWhen configuring a Single Sign-on (SSO) endpoint in ScreenSteps, you will need to enter an Entity ID (sometimes called the "Issuer") into the 3rd party SSO provider.
Your Entity ID will match your Consumer URL, which can be found using the instructions in this article: How to Edit Single Sign-on Settings or Find your Consumer URL and Test URL
Using ScreenSteps Single Sign-on and SCIM Using SAML
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How to Install ScreenSteps for Service Cloud in Salesforce Lightning
Updated onChecklistTo begin installation of the ScreenSteps for Service Cloud Salesforce application please visit the App Exchange:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000DZQjTUAX&tab=eAdditional Help Resources Salesforce and ScreenSteps Salesforce Service Cloud Integration
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Error while saving article because link to article, chapter, or manual has been removed from site
Updated onArticleSetting Up ScreenSteps Authoring Content Writing Articles
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What does it mean when it says Remote User in the bulk CSV upload?
Updated onArticleIn the Bulk Upload CSV file, there is a column that says,
RemoteUser
.Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
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Spellcheck Not Working on Web Editor
Updated onArticleIt spellcheck is not working on the Web Editor, it could be that your browser (e.g. Chrome, Edge, Firefox) doens't have spellcheck activated.
For example, if you are using Chrome, you will need to follow these instructions to turn on spellcheck: Turn Chrome Spellcheck on and off.
Setting Up ScreenSteps Authoring Content Writing Articles