We wanted to learn what challenges Salesforce admins face the most when it came to training and documentation. Are they constantly pushing changes? How do they communicate on those changes? Do those methods map to how people want to learn? Check out the following survey results to see what we learned!
With Teams, leverage your existing permissions in Salesforce to automatically generate teams in Spekit. Use these teams to easily personalize your content and communication.
Jeff May, Salesforce Evangelist, Admin, and Developer with a focus on helping clients get the most value from their Salesforce investment, joins the Spekit team!
Implementing Spekit to drive adoption in Salesforce and support the transition to Salesforce Lightning helped improve retention, reduce questions and free up time for their team to focus on other tasks.
Spekit decreased ramp-up time for new hires, embeds knowledge when and where needed and helps Arterys seamlessly communicate product updates.
Spekit is excited to launch three new features to improve your training & documentation with our Salesforce data dictionary. Check them out for yourself in our self-serve demo.
1. Import and document your picklist values
Does your team struggle to remember the steps required to move an Opportunity from “Prospecting” to “Working”? Using Spekit, you can select a mission-critical field like “Opportunity Stage” and import each picklist value into Spekit. You can then define the requirements to move from “Stage A” to “Stage B” at a granular level. Your end-users can use our Chrome Extension to access these definitions directly in Salesforce by highlighting the picklist value in question.
2. Toggle between columns
Spekit is designed to be the source of truth for business knowledge on your data for all employees, not just Salesforce users. That’s why we created the data wiki in a user-friendly, tabular format. Our new Custom Toggle feature lets technical users adjust the data points displayed in the to meet their particular use case. You can use this to help bring business context to your code for technical teams.
3. Import Installed Packages or System Objects
You can now document any object in your Salesforce data dictionary, including Installed Package Objects and System Objects by going to the Object Manager screen and importing any object of your choice.
That’s all for now folks. Make sure to email firstname.lastname@example.org to get started or share your feedback!