Integrate Custom Help into Salesforce Using ScreenSteps Live

We have a number of customers that have been using ScreenSteps to document how their companies use Salesforce. Salesforce is highly customizable but with those customizations comes the need for documentation. With ScreenSteps you visually document your company’s Salesforce workflow and provide custom help tailored to your needs.

To show you how to integrate our ScreenSteps Live hosted documentation service with Salesforce, we have created a new integration manual. Currently the manual has one lesson showing how to add a new tab to Salesforce that displays your ScreenSteps Live documentation.

Here is a short screencast demonstrating how to set up a custom tab that displays ScreenSteps Live content.