Configuring ScreenSteps Live for Salesforce

You will be presented with a simple form where you can enter your ScreenSteps Live URL, credentials and the name of the space you want to access from within Salesforce.

1) Your URL will be in the format:

https://your-subdomain.screenstepslive.com

Make sure you enter the same url here as you did when configuring the Remote Site.

2) For the user name and password we recommend using an API-Access user. Any user with access to the space will do, however.

3) Enter the permalink of your ScreenSteps Live space that you want to access from within Salesforce. Make sure that you enter the permalink exactly as it appears in ScreenSteps Live, including the case of each character. (If you are not familiar with permalinks, read about them in the lesson on creating a manual.)

4) When you are done, click Save.