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ScreenSteps for Salesforce Service Cloud

By ScreenSteps

Rating
Not rated yet
Reviews
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Pricing
Free to install
Listed since
2023

About ScreenSteps for Salesforce Service Cloud

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

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

Highlights

  • 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

Screenshots

ScreenSteps for Salesforce Service Cloud
ScreenSteps for Salesforce Service Cloud

Pricing

Free to install.

The publisher offers discounts.

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on May 3, 2023
Languages
  • English