An introduction to the methodology and tools used to create high impact Salesforce documentation with minimum effort.

1. CREATING SALESFORCE
DOCUMENTATION WITH
SCREENSTEPS AND
SCREENSTEPS LIVE

2. WHO WE ARE AND WHY YOU SHOULD CARE
• Started in 2003 - E-learning consulting company
• Launched ScreenSteps as a side project in 2007
• Launched ScreenSteps Live in 2009
• Launched ScreenSteps.me in 2010

3. WHO WE ARE AND WHY YOU SHOULD CARE
• We create hundreds of pages of documentation
• We support thousands of customers
• Documentation and support are not our primary jobs

4. KEYS TO HOW WE WORK
1. Tools
2. Methodology

5. GOALS OF A SALESFORCE
DEPLOYMENT
1. Adoption
2. Proficiency
3. Low error rate
4. No phone calls

6. KEY KNOWLEDGE AREAS
1. What - Leads, Opportunities, Contacts, Accounts, etc.
2. Why - What are our Salesforce goals
3. How - How do I complete the tasks that will help my
organization achieve those goals

7. KEY KNOWLEDGE AREAS: RATE OF
CHANGE
What Should almost never change
May change as you expand your use of
Why Salesforce but the change should be
infrequent
How Will change frequently

8. SCREENSTEPS - THE WHAT
A Desktop tool for Windows/Mac for creating,
updating and exporting documentation that has
lots of pictures in it.
Manual
Steps Lessons Collection of lessons Output Format
with a specific ScreenSteps Live,
Consists of a screen Consists of one or
sequence. Lessons can Word, PDF, HTML,
capture/photo and text more steps
be grouped into blogs, wikis
chapters

9. SCREENSTEPS - THE WHY
NO LONG MANUALS - MODULAR ASSEMBLY

10. MODULAR DOCUMENTATION
1. Easier to create
2. Easier to keep up to date
3. Easier for your users to
reference

11. CREATING LESSONS
Increase the
number of lessons
Decrease the time
to author

12. CREATING SALESFORCE DOCUMENTATION
1. Scoping out your manual
2. Lesson titles
3. Image capture tricks
4. Annotation tricks
5. Working with steps

13. SCREENSTEPS LIVE - THE WHAT
Space
A cloud-based service for A website for displaying
publishing, distributing and and controlling access
to your ScreenSteps
collaborating on your content
ScreenSteps
documentation Manuals Buckets
The manuals you create An collection of lessons
in ScreenSteps Desktop without a specific
sequence
Key benefits:
•Simple - Instant web interface
•Search
•Storage of source files Lessons Lessons
•API

14. SCREENSTEPS LIVE - THE WHY
1. Simple permissions
Space
2. We can grow our
documentation organically, as
needed
Manuals Buckets
3. We can deliver our content
where our users need it
4. We always have access to our Lessons Lessons
source files for updating

15. PUBLISHING SALESFORCE DOCUMENTATION
1. Publishing manuals
2. Tags
3. Permissions
4. Integrating with Salesforce
5. Bringing in other authors

16. TIPS FOR GETTING STARTED
1. Don’t Plan
2. Don’t Finish
3. Don’t Worry

17. DON’T PLAN
1. Write down your top 10 support questions
2. Answer them

18. DON’T FINISH
1. As new questions come in, add to your documentation
2. Split out manuals and buckets as needed

19. DON’T WORRY
1. Get started, don’t wait to get everything just
right
2. ScreenSteps Live makes it easy to change your
content organization as your needs change

20. SCREENSTEPS AND SCREENSTEPS LIVE
Simple and effective
Salesforce
documentation for
people who have
better things to do
than create
documentation