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ScreenSteps Documentation » Integrating ScreenSteps Live With Other Services » Changing the ScreenSteps Live tag used for each Salesforce tab

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 07, 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: Adding the Home Page Component to your sidebar
  • Next: Adding a tag for a custom tab or Visualforce page

Changing the ScreenSteps Live tag used for each Salesforce tab

The ScreenSteps Live component uses lesson tags to determine which lessons to display on which Salesforce page. Learn how to configure the tags used for each page.

Navigate to Setup

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Navigate to App Setup > Develop > Custom Settings

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Manage the ScreenSteps Live Tags Custom Settings

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Edit the Settings

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Enter Tags

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On the left you will find the name of the Salesforce tab. On the right you enter the name of the ScreenSteps Live tag that will be used to retrieve lessons from ScreenSteps Live for that tab. Currently you can only enter one tag name.

After you finish entering the tag names click Save.

Test

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If you have lessons in ScreenSteps Live that are tagged with the tag that is associated with the Salesforce tab you are on then those lessons will appear in the left column.

  • Prev: Adding the Home Page Component to your sidebar
  • Next: Adding a tag for a custom tab or Visualforce page

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