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.
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From Setup, enter Help Settings in the Quick Find box, then select
Help Settings.
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Enter the complete URL for your help file that you would like to replace the Salesforce
Help.
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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§ion=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.
