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ScreenSteps Documentation » Integrating ScreenSteps Live With Other Services » Customizing the ScreenSteps Live Space based on user profile

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 13, 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
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  • 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: Customizing tags based on user profile
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Customizing the ScreenSteps Live Space based on user profile

You can configure the ScreenSteps Live Salesforce application to draw content from a different ScreenSteps Live Space based on the user profile.

If you have already configured the default settings for the ScreenSteps Live application then this lesson will show you how to configure these settings.

If you are just trying to configure the default settings for all Salesforce users please refer to this lesson.

Open Setup

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Open Custom Settings

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You can find the Custom Settings page under App Setup > Develop.

Manage ScreenStepsLiveSettings

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In the list of Custom Settings you will find one named ScreenStepsLiveSettings. Click on the Manage link next to it.

Create a new Data Set

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In the Custom Setting details screen click on the New button to create a new data set for the custom setting.

Configure Settings

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Configure the settings for this data set. Specify the location that you want to restrict these settings to (1). You should use a different space (2) for this data set then you did when configuring the default settings for your Salesforce account.

When you are done click Save.

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Your saved settings will appear. Click Back to List.

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Your new data set will appear in the list of data sets. These new settings will be used when users of the specified location are logged in.

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  • Next: Determining the Salesforce instance when using My Domain

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