Recent updates
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How to Customize the 2015 (Old) Site Template [Webinar]
Updated onArticleThe videos below are from a webinar that was recorded on June 1, 2016. Below each video are some additional instructions for implementing the customizations mentioned in the video.
Additional Help Resources Best Practices List of videos
Article also found in:
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Add new content to an article
Updated onWorkflowIn the ScreenSteps article editors you add content to an article by inserting a content block. ScreenSteps provides different types of content blocks, each with a customized editor. This article will show you how to insert new content blocks into an article.
Setting Up ScreenSteps Authoring Content Writing Articles
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Example requests and responses (v2 JSON API)
Updated onArticleSetting Up ScreenSteps Integrations API
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Installing ScreenSteps for Salesforce
Updated onArticleTo begin installation the ScreenSteps for Salesforce application please visit the App Exchange:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B50kpEAB
Additional Help Resources Salesforce and ScreenSteps Adding Contextual Help and Search to Salesforce
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ScreenSteps and Salesforce Lightning
Updated onArticleWe have a new approach to contextual help that will allow your employees to get context sensitive help inside of Salesforce Lightning, Classic, and any other cloud application.
This is done through the use of the ScreenSteps Browser Extension.
If you would like to try it out, please contact [email protected].
Additional Help Resources Salesforce and ScreenSteps Overview
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How to Use a Vanity Domain with Your ScreenSteps Site
Updated onWorkflowWhen you create a ScreenSteps site, the URL includes screenstepslive.com and looks something like this: my-company.screenstepslive.com. If you want to create a URL that includes your company domain name, e.g. help.screensteps.com, then you will need to assign a vanity domain to the site.
Setting Up ScreenSteps Customize Your Site Basic Customizations
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Troubleshooting: User can't see embedded help tab in Salesforce
Updated onArticleIf a user tries to view your ScreenSteps site via a tab in Salesforce and instead of seeing the help content they just see your list of sites it is possible that they are blocking 3rd party cookies in Chrome.
To fix this they can do one of two things:
- Enable 3rd party cookies https://support.google.com/chrome/answer/95647, or
- Add your ScreenSteps domain (youraccount.screenstepslive.com) as an allowed domain for 3rd party cookies. Be sure to replace "youraccount" with your actual account name. Look under "Allow or block cookies for a specific site" in the article above.
Setting Up ScreenSteps Integrations Presenting Content in Salesforce
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Why aren't my videos showing up in ScreenSteps?
Updated onArticleIf you are embedding videos with an http connection but are viewing your ScreenSteps web page over an https connection then many browsers will not display the embedded content.
This has nothing to do with ScreenSteps. It is simply a security measure that web browsers implement.
The solution is to adjust your embed code so that it uses https instead of http.
Additional Help Resources FAQs General FAQs
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Configure Single Sign-on for Crowd in ScreenSteps
Updated onArticleNow that you have configured Crowd you need to configure ScreenSteps to use Remote Authentication.
Using ScreenSteps Single Sign-on and SCIM Using ScreenSteps Remote Authentication with Atlassian Crowd