Creating Salesforce documentation with ScreenSteps
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CREATING SALESFORCE DOCUMENTATION WITHSCREENSTEPS ANDSCREENSTEPS LIVE
• 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
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
WHO WE ARE AND WHY YOU SHOULD CARE
1.Tools
2.Methodology
KEYS TO HOW WE WORK
1.Adoption
2. Proficiency
3. Low error rate
4.No phone calls
GOALS OF A SALESFORCE DEPLOYMENT
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
KEY KNOWLEDGE AREAS
KEY KNOWLEDGE AREAS: RATE OF CHANGE
What
Why
How
Should almost never change
May change as you expand your use of Salesforce but the change should be
infrequent
Will change frequently
SCREENSTEPS - THE WHAT
StepsConsists of a screen capture/photo and text
LessonsConsists of one or more steps
ManualCollection of lessons with a specific sequence. Lessons can be grouped into chapters
Output FormatScreenSteps Live, Word, PDF, HTML, blogs, wikis
A Desktop tool for Windows/Mac for creating, updating and exporting documentation that has lots of pictures in it.
SCREENSTEPS - THE WHYNO LONG MANUALS - MODULAR ASSEMBLY
1. Easier to create
2. Easier to keep up to date
3. Easier for your users to reference
MODULAR DOCUMENTATION
CREATING LESSONS
Increase the number of lessons
Decrease the timeto author
CREATING SALESFORCE DOCUMENTATION
1. Scoping out your manual
2. Lesson titles
3. Image capture tricks
4. Annotation tricks
5. Working with steps
SCREENSTEPS LIVE - THE WHATSpaceA website for displaying and controlling access to your ScreenSteps content
ManualsThe manuals you create in ScreenSteps Desktop
Lessons
BucketsAn collection of lessons without a specific sequence
Lessons
A cloud-based service for publishing, distributing and collaborating on your ScreenSteps documentation
Key benefits:•Simple - Instant web interface•Search•Storage of source files•API
SCREENSTEPS LIVE - THE WHY
Space
Manuals
Lessons
Buckets
Lessons
1. Simple permissions
2. We can grow our documentation organically, as needed
3. We can deliver our content where our users need it
4. We always have access to our source files for updating
PUBLISHING SALESFORCE DOCUMENTATION
1. Publishing manuals
2. Tags
3. Permissions
4. Integrating with Salesforce
5. Bringing in other authors
1.Don’t Plan
2.Don’t Finish
3.Don’t Worry
TIPS FOR GETTING STARTED
1.Write down your top 10 support questions
2.Answer them
DON’T PLAN
1.As new questions come in, add to your documentation
2. Split out manuals and buckets as needed
DON’T FINISH
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
DON’T WORRY
SCREENSTEPS AND SCREENSTEPS LIVESimple and effective Salesforce documentation for people who have better things to do than create documentation