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ScreenSteps for Salesforce Service Cloud

By ScreenSteps

Knowledgeable, consistent, and efficient employees in 30 days or less.

No Ratings
Paid Add-On Required  

Free to Install. Discounts available for nonprofits.

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Requires
Sales Cloud

Increase efficiency and productivity with ScreenSteps for Salesforce Service Cloud. Using the ScreenSteps Salesforce Service Cloud allows users to easily find and follow any of your ScreenSteps guides directly in your Service Console and cases.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Additional Requirements
The ScreenSteps for Salesforce Service Cloud is compatible with Chrome, Firefox, Safari, Microsoft Edge, and Internet Explorer 7 or higher.

App Details

Version
ScreenSteps for Service Cloud/1.2 1.2.0
Listed On
06/05/2023
Latest Release
06/05/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/03/2023

Additional Details

Trainers, admins, and consultants create countless documentation on Salesforce processes and procedures for organizations. The problem is, documentation can be difficult for users to find and then even more difficult for users to follow. With a ScreenSteps knowledge base, creating guides, articles and workflows is quick and easy and empowers users to find what they need within seconds. By using ScreenSteps with your Salesforce Service Cloud management, you can: - Easily create, publish and manage articles, guides, and workflows for your Salesforce users - Show users exactly which articles make sense for their specific task based on case titles - Allow users to search your entire knowledge base directly from Salesforce Service Cloud - View reports on what content users are viewing and searching - Notify users of procedure changes and require acknowledgment - Certify that content is accurate and updated A ScreenSteps account is required to utilize the integration. For information on plans, pricing, or to schedule a ScreenSteps demo, visit www.screensteps.com

Need help?

ScreenSteps

McLean, VA, United States

We offer email support from the hours of 8 am to 6 pm EST. For emergencies, we offer phone support.

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