COLLEGEVINE SCREENSTEPS MANUAL HOW TO
COLLEGEVINE SCREENSTEPS MANUAL MANUAL

COLLEGEVINE SCREENSTEPS MANUAL HOW TO

In the example below, I have a destination titled, 'Update Community Profile and Notifications.'Д«elow your destination title, list out the directions somebody must follow to accomplish that job (this is part of your road map that shows how to get to a destination). A destination might be something like 'Create a campaign,' or 'Run the monthly reports' - a job that a Salesforce user has to do. In my eBook, I talk about showing users a destination, and then creating road map documentation that explains how to get there. Step 3: List a destination and the directions

COLLEGEVINE SCREENSTEPS MANUAL MANUAL

In ScreenSteps, I did this by creating a manual - it took care of the formatting for me. Make a title formatted as a 'Header 1' - my title is 'Example Online User Guide.' Now that you have a CMS (or are at least trying one out), create a main page that will list out your road map documentation. Step 2: Create a page for your documentation So see which one meets your needs, and pick one that will allow you to quickly and easily create visual documentation sites. Some CMS programs are free, and all of them probably let you try before you buy.

Authoring tools that allow for images (such as screenshots).

Viewing permissions (to control who can see your internal procedures).

Whichever one you choose, make sure that your CMS has the following features: Note: For this blog article, I'm goingВ to showcase how to create a Salesforce documentation site using ScreenStepsВ - a CMS weВ developed for the sole purpose of creating visual documentation sites that integrate with Salesforce. Some popular CMS programs include WordPress, Drupal, and Google SitesВ (buyer beware - just because they're popular doesn't mean they're easy). Hundreds of CMS programs exist, but if you're new to creating an online training guide, I'd recommend choosing one that is easy to use and has resources to help you get up and running. You will use the CMS to create how-to articles (each article will be aВ web page), and then organize those articles into sections like manuals, chapters, and checklists (the organization of articles will be your documentation site). Step 1: Choose a CMSДЄ CMS ( content management system) is a computer program that enables you to create web pagesВ and organize those web pages into a websiteВ without the need to know much, if any, computer code. So I'm going to show you 7 simple steps for putting together a Salesforce documentation site, and then how to make that site available right within Salesforce. But one of the most important reasons is thatВ you can make your documentation incredibly easy to find by putting it right in Salesforce (see image below). There are several reasons to create your own documentation site: you can easily organize content, your users can easily search for content, you can manage version control. What can you do with a documentation site? In my recent eBook, ' The Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprofit,' I talked about creating road mapВ documentation to train and onboard Salesforce users.В I wanted to provide some follow-up material that would go into a little bit more detail about how Admin, Super Users, or Trainers could create a documentation site that organizes road map documentation.

Collegevine screensteps manual