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ScreenSteps for Salesforce Service Cloud

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

Overview

  • Pre-populated help guides based on created case names

  • Search your entire ScreenSteps knowledge base directly in your cases

  • Follow help guides directly within Salesforce Service Cloud, or open follow a link directly to your knowledge base article

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

Categories

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