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Extend Salesforce with Clicks, Not Code
Define Org-Level Help in Salesforce Classic

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Define Org-Level Help in Salesforce Classic

If you rename standard tabs, objects, fields, and other related user interface labels, you can also replace the built-in Salesforce Help with documentation that’s customized specifically for your users. To replace the built-in help, simply provide a URL to your custom help. This feature is available for Salesforce Classic only.

Required Editions

Available in: Salesforce Classic
Available in: All Editions except Database.com

Users can view this URL whenever they click on any context-sensitive help link on an end-user page or within their personal settings. After you replace the help, the Help & Training link at the very top of every page and all Setup pages will continue to display the Salesforce Help.

  1. From Setup, enter Help Settings in the Quick Find box, then select Help Settings.
  2. Enter the complete URL for your help file that you would like to replace the Salesforce Help.
  3. Click Save.
  • When you replace the Salesforce Help with your own help file, the Help & Training link still displays Salesforce Help. However, other than within Setup, the Help for this Page links on all pages are no longer context-sensitive. That is, your help file will open at the same place regardless of which page the user is viewing when they click the link.
  • You can make your help context-sensitive by taking advantage of the context-specific parameters that are passed with each help link. For example, the help link from the Opportunities tab home page is constructed as follows (without any line breaks):

    http://your_help_file.com?loc=help&body=%2Fhelp%2Fdoc%2Fen%2Fhelp2.jsp&target=opp_overview.htm&section=Opportunities

    The values of the target and section parameters are unique for every page within the application. You can parse these parameters to display context-sensitive help content for your users.

 
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