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ScreenSteps Documentation » Integrating ScreenSteps Live With Other Services » Creating the ScreenSteps Live Home Page Component

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

Aug 31, 2011

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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: Determining the URL to use in the ScreenSteps Live Home Page Component
  • Next: Adding the Home Page Component to your sidebar

Creating the ScreenSteps Live Home Page Component

Now you will create a Home Page Component in Salesforce that will display tutorials from ScreenSteps Live.

Navigate to Setup

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Navigate to App Setup > Customize > Home > Home Page Components

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Create a New Home Page Component

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Click on the New button.

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You may see this screen. Click Next if you do.

Create an HTML Area Component

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On this screen enter a name for your HTML Component. Also, make sure that the component is an HTML Area type.

Click Next.

Set the Component Position

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Set the component position to Narrow (Left) Column. This will allow you to display it on most all Salesforce tabs.

Get Home Page Component HTML

Click on the clipboard button above to copy the HTML that you will use in the home page component to the clipboard. If you do not have flash installed you can find the HTML at the following url:

http://bluemangolearning.com/download/screensteps/resources/salesforce/salesforce_sslive_home_component.txt

Configure the Home Page Component HTML

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1) In the HTML field, check the Show HTML checkbox.

2) Paste the HTML text into the text field.

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1) Replace the text insert-url-here with the URL you located in the previous lesson.

2) Click Save.

The Result

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The new component will be created.

  • Prev: Determining the URL to use in the ScreenSteps Live Home Page Component
  • Next: Adding the Home Page Component to your sidebar

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