Tuesday, June 10, 2014

After Installing the ScreenSteps Sidebar Search Widget for Salesforce...

I've been using ScreenSteps for internal documentation for a few years now. The software is a great solution when it comes to serving up educational resources to my Salesforce users.

As part of my ongoing mission to improve the experience for new and existing users, I discovered that I had apparently missed the easy-to-install and super useful sidebar widget that ScreenSteps has made available.

I installed it yesterday evening and... I love it.

I had been using a custom tab that displayed our ScreenSteps manual, but it wasn't convenient enough for most of my users... and I often had to remind them to add it if they had customized their visible tabs.

This sidebar search widget is a big improvement for my org!

Next I plan to implement contextual help.

By adding these features, I'm laying the groundwork for the improvements that I'm working on defining for our documentation. This is something I'm still struggling with because it feels so overwhelming, but I'm thankful to ScreenSteps for all of the great resources they have made available! (Check out and subscribe to the ScreenSteps' Salesforce Adoption Blog if you haven't already.)

Now, it might seem a bit backward to add a widget before completing the changes to our documentation... but I think this is just what I needed to get me excited about all the work involved in defining new processes and establishing workflows.

PS - ScreenSteps didn't ask me to write this post. I'm just a happy customer.


  1. I know this has nothing to do with your post but you are amazing for what you do and helping people out with tech-savy tips. I was wondering if you have any idea how to save FaceBook videos others post? My friend tagged me in one and I wanted to save it but seeing I didn't upload it (and the file was too big to send via text) is there a way you know how to do so? Such as you did with Instagram?

    1. Hi there. I've never tried to download someone's Facebook video. You might try giving these recommendations at try: http://www.wikihow.com/Download-Facebook-Videos-Free


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