Does it work with Salesforce Classic?

Yes, any screen you can record — Lightning, Classic, Service Cloud or a custom app.

Can I make a training video too?

Yes, the same recording becomes a video with auto-zoom, captions and an AI voiceover.

Can I put guides in our help center?

Yes. The Knowledge base feature turns your documents into a searchable help-center website in your brand.

StepReel › Templates › Step-by-step guide

Salesforce Lead Conversion User Guide Template

A step-by-step user guide for converting a lead to an account, contact and opportunity in Salesforce Lightning — the format StepReel writes from your own screen recording.

Use this template free Open full sample

Sample · Salesforce — Convert a Lead to an Opportunity

Sales teams skip CRM steps when nobody shows them how. A short guide with screenshots for each Salesforce task — lead conversion, opportunity updates, quotes — fixes that.

Record the task in your own org and StepReel writes the guide with your fields, picklist values and page layout.

More free templates

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Record once. Document forever.

SOPs, user guides, test cases, requirements and training videos — from one recording.

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