Authenticating Salesforce users for creating and updating lessons

You basically have two types of Salesforce users:

1. Those who you grant permission to read your documentation.
2. Those who you grant permission to read, update and create documentation.

Once you have set up single sign-on with Salesforce both types of users will be able to login to the ScreenSteps Live website using their Salesforce credentials. But they 2nd group (your content creators) will not be able to use their Salesforce credentials in the desktop software.

To authenticate for uploading and creating content those user should use an Upload Token as their password. See here:

Using and upload token with the ScreenSteps Desktop software

When a user logs into ScreenSteps Live for the first time via Salesforce one of two things happens:

• ScreenSteps Live looks to see if it has a user record that matches the email of the Salesforce user. If it finds a match then the user is logged in under that email address.
• If ScreenSteps Live cannot find a user with that email then a new user record is created for the Salesforce user in ScreenSteps Live. That user will have a role of reader. Be sure that you set up at least one space that will automatically add new readers when they are created via remote authentication or your Salesforce user will login but not have permission to see anything in ScreenSteps Live. See here: Granting remotely authenticated users automatic access to a space.

If you want a Salesforce user to be able to function as an admin, editor or author then you need to do one of two things:

• If the user has already logged in and record has been created for them in ScreenSteps Live then change their role from reader to admin, editor or author.
• If the user has not logged in yet, create a new record for them in ScreenSteps Live with the same email address that they use in Salesforce. When they login ScreenSteps Live will match the two records up.