Creating Salesforce Documentation with ScreenSteps
Many documentation tools make you use frustrating web editors or glorified word processors. ScreenSteps is completely different. It's a lot faster and a lot simpler.
1. Write Down Questions Your Users are Asking
Great documentation answers questions. Don’t worry about documenting everything in Salesforce. Just write down the questions your users are asking. Create a ScreenSteps “lesson” with each question as the title.
2. Answer the Question With Pictures
Capture an image for each step of the answer to your users’ question. As you capture images, ScreenSteps automatically creates your document for you. No more pasting images into Microsoft Word or PowerPoint.
- Capture images using the ScreenSteps screen capture tool or integrate with a 3rd party screen capture utility
- Drag images or photos onto ScreenSteps to automatically import images
- Easily replace screen captures right inside of your document
3. Point Out the Important Stuff
ScreenSteps’ inline annotation tools let you quickly add annotations to all of the images in your document without having to switch to a separate image editor.
- Add arrows, boxes, circles, numbers and text.
- Crop and resize images
- Replace screen captures without losing your annotations
4. Add Some Text
ScreenSteps doesn’t just let you capture images. It lets you create documents out of images. Each image is a Step. Each step can have a title and instructions.
- Add text to each step in your document
- Insert urls
- Reorder, delete or add new new steps
4. Publish and Share
Group your lessons into a manual. ScreenSteps makes this process simple and fast. You can then publish to a variety of formats:
- Embed your documentation in Salesforce using ScreenSteps Live, our hosted solution for delivering your documentation
- Export to Microsoft Word
- Export to PDF
- Export to one or our many other supported formats
No other screen capture or document application offers more options for exporting your documents.
