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ScreenSteps Documentation » Integrating ScreenSteps Live With Other Services » Tell Salesforce to allow access to ScreenSteps Live

Topics

  • 1. ScreenSteps Live for Salesforce App 12
    • 1.1 Installing ScreenSteps Live for Salesforce
    • 1.2 Tell Salesforce to allow access to ScreenSteps Live
    • 1.3 Configuring ScreenSteps Live for Salesforce
    • 1.4 Setting Permissions for ScreenSteps Live Home Visualforce Page
    • 1.5 Determining the URL to use in the ScreenSteps Live Home Page Component
    • 1.6 Creating the ScreenSteps Live Home Page Component
    • 1.7 Adding the Home Page Component to your sidebar
    • 1.8 Changing the ScreenSteps Live tag used for each Salesforce tab
    • 1.9 Adding a tag for a custom tab or Visualforce page
    • 1.10 Customizing tags based on user profile
    • 1.11 Customizing the ScreenSteps Live Space based on user profile
    • 1.12 Determining the Salesforce instance when using My Domain
  • 2. Other Salesforce Integration Options 1
    • 2.1 Displaying ScreenSteps Live content within a Salesforce tab
  • 3. Google Sites 1
    • 3.1 How to embed your ScreenSteps Live site into Google Sites
  • 4. Other integration options 1
    • 4.1 Using iframes to embed ScreenSteps Live lessons in other services

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Last Updated

Jan 19, 2011

Download Manual PDF

Other Resources

  • ScreenSteps Desktop & Workgroup

  • ScreenSteps 2.9
  • ScreenSteps Workgroup
  • Customizing HTML Templates
  • ScreenSteps: Tips & Tricks
  • Creating Word Templates
  • Publishing to Blogs & Wikis
  • ScreenSteps Live

  • ScreenSteps Live
  • Setting up a New Admin, Editor or Author on ScreenSteps Live
  • ScreenSteps Live Support Client
  • Integrating ScreenSteps Live With Other Services
  • Collaborating on ScreenSteps Live
  • ScreenSteps Live Remote Authentication
  • ScreenSteps Live API
  • API Examples
  • Implementation Guides

  • Creating a Software Manual With ScreenSteps
  • Creating a ScreenSteps Live Support Site
  • Zendesk and ScreenSteps Live
  • Help Scout and ScreenSteps Live
  • FAQs

  • FAQs

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  • Prev: Installing ScreenSteps Live for Salesforce
  • Next: Configuring ScreenSteps Live for Salesforce

Tell Salesforce to allow access to ScreenSteps Live

Salesforce requires that you give permission to communicate with the other services. Learn how to configure Salesforce to allow access to the ScreenSteps Live server.

Go To Setup

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Go To Security Controls > Remote Site Settings

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Add a New Remote Site

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Click on the New Remote Site button.

Configure the Remote Site

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Enter a name and URL for the remote site. The remote site URL will be in the format:

https://your-subdomain.screenstepslive.com

If you have configured your Space in ScreenSteps Live to be protected then you can use https for a secure connection with ScreenSteps Live. Use http otherwise.

Click Save once you are done.

The Result

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  • Prev: Installing ScreenSteps Live for Salesforce
  • Next: Configuring ScreenSteps Live for Salesforce

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