ScreenSteps Desktop 2.9 and Workgroup DocumentationFAQsFAQsIntegrationsSalesforce Custom Tab vs. Salesforce ScreenSteps Live Application

Salesforce Custom Tab vs. Salesforce ScreenSteps Live Application

Salesforce ScreenSteps Live App

Salesforce ScreenSteps Live App

The Salesforce ScreenSteps Live application is an application you install into Salesforce. The app will let you add contextual help along the left sidebar for standard objects, custom objects and custom pages.

View the ScreenSteps Live/Salesforce integration video

Custom Tab in Salesforce

Custom Tab in Salesforce

If your plan does not include the Salesforce ScreenSteps Live application, you can still add ScreenSteps Live to your Salesforce site by creating a custom tab. You won't be able to display any context sensitive help, but your users will be able to quickly access and search your ScreenSteps Live site from within Salesforce.

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