Adding a tag for a custom tab or Visualforce page

A custom tab has a unique identifier that the ScreenSteps Live for Salesforce application will reference when determining which tagged lessons to display. Locating the unique id will be different for Custom Object tabs, Visualforce tabs/pages and Web tabs.

For a Visualforce tabs/pages load the custom tab in your browser and copy the name of the tab. This will be the value that appears after /apex/ and before the ? character. For example, if the url to your custom tab is:

https://c.na8.visual.force.com/apex/Start_Here?sfdc.tabName=01rC0000000Ybz6

then you could copy Start_Here to the clipboard.

To locate the unique id for a Custom Object tab load the custom tab in your browser and copy the root folder from the URL. For example, if the url to your custom tab is:

https://na8.salesforce.com/a02/o

then you could copy a02 to the clipboard.

To locate the unique id for a Web tab load the custom tab in your browser and copy the value of lid from the URL. For example, if the url to your custom tab is:

https://na8.salesforce.com/servlet/servlet.Integration?lid=01rC0000000Ydo5&ic=1

then you could copy 01rC0000000Ydo5 to the clipboard.

When the ScreenSteps Live for Salesforce application was installed, it created a custom setting named ScreenSteps Live Tags. This custom setting has a number of predefined fields. To support custom tabs, you can add a field to the custom setting.

Click on ScreenSteps Live Tags in the Label column.

Click on New to create a new field.

The Data Type for the field should be Text.

Click Next.

1) Give the field a nice descriptive name.

2) Set the length to 255.

3) The field name is "ct_" followed by the unique id of the custom tab. Using the unique id of the Visualforce page at the beginning of this lesson, the field name would be: ct_Start_Here.

4) Set the default value to "".

5) Click Next.

The new field will appear in the list of custom setting fields. You can now specify a tag for the custom tab like you would for the predefined fields by following these directions.