Add Contextual Help and Search in Salesforce Classic
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You can have your help articles and onboarding guides show up automatically in the appropriate Salesforce tabs, as well as enable your users to search your ScreenSteps knowledge base from right within Salesforce.
Follow these steps to get started.
1. Configure ScreenSteps for Salesforce
After you have created a ScreenSteps account, you will configure it to connect to your Salesforce instance.
2. Set Permissions
3. Create Salesforce homepage component
This will create a search field to the sidebar of your Salesforce page:
4. Using Contextual help
You can take advantage of contextual help by specifying tags in ScreenSteps. If you want an article related to campaigns to show up in the sidebar of the Campaigns object automatically, you can add a tag:
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Salesforce and ScreenSteps
Overview 4
Adding Contextual Help and Search to Salesforce 15
- Installing ScreenSteps for Salesforce
- Tell Salesforce to allow access to ScreenSteps
- Configuring ScreenSteps for Salesforce
- Setting Permissions for "ScreenSteps Home" and "ScreenSteps Visualforce Home" Visualforce Pages
- Setting permissions on the ScreenStepsLiveCache Apex class
- Installing the Visualforce page Home Page Component
- Determining the URL to use in the ScreenSteps Live Home Page Component
- Creating the ScreenSteps Home Page Component
- Adding the Home Page Component to your sidebar
- Changing the ScreenSteps tag used for each Salesforce tab
- Adding a tag for a custom tab or Visualforce page
- Customizing tags based on user profile
- Customizing the ScreenSteps site based on user profile
- Determining the Salesforce instance when using My Domain
- Clearing the Cache
Single Sign-On with Salesforce (SAML) Articles 5
Salesforce Contextual Help Troubleshooting 3
Salesforce Service Cloud Integration 6
- What is ScreenSteps for Salesforce Service Cloud?
- How to Install ScreenSteps for Service Cloud in Salesforce Lightning
- How to Configure ScreenSteps for Salesforce Service Cloud
- How to Add the ScreenSteps Component to Cases Page
- How to Troubleshoot ScreenSteps for Salesforce Service Cloud Errors
- How to Uninstall ScreenSteps for Service Cloud
Other Resources
- Overview of ScreenSteps
- Organizing Content
- Customize Your Site
- Integrations
- Authoring Content
- Admin Tasks
- Permissions
- PDFs
- Contextual Help
- Creating Courses
- Single Sign-on and SCIM
- Notifications
- Announcements
- Accessibility
- Example Content
- Best Practices
- FAQs
- Course Materials
- Migrating Existing Content to ScreenSteps
- Implementation Guides
- AI (Beta)
Gorav Seth
Would be great if we could enable federated search so screensteps articles would be displayed in search results for salesforce global search!