Spekit

Salesforce Classic

Train your team with everything they need to know to leverage Salesforce Classic. Show them how to navigate Sales Cloud including accounts, opportunities, leads, dashboards, events, chatter, and more.

Downloads

Salesforce Classic 101 End-User Training Manual

You’ll find tips on how to create reports, opportunities campaigns and more. Contact us to learn how you can embed these answers directly within your Salesforce instance to give your team instant answers.

  • How to create reports in Salesforce Classic
    A getting started guide for created your first Salesforce Classic Reports.
  • How to create and customize views
    Create unique views and customize them to your business needs.
  • How to create campaigns in Salesforce Classic
    An introduction to your first Salesforce Classic campaigns.
  • How to create opportunities in Salesforce Classic
    Learn how to create opportunities, leads, convert contacts and more in Salesforce Classic.
Testimonials

What our customers say

Steve Berley

Salesforce Developer,

Project Manager

We all know how that traditional documentation goes stale faster than a nice baguette, especially in an environment as dynamic as Salesforce. Spekit helps you keep documentation current because it’s always in context and since it’s oriented to showing the right snippet at the right time, it’s painless to maintain.”

Nana Gregg

VP, Sr. Salesforce Administrator

JLL

Not only is Spekit super awesome and easy to implement but the ease of use, Chrome Extension & Outlook add-on make this solution meet the needs of various learning types! And, the support is fabulous!”

Logan Thomeczek

Vice President of Sales Enablement

Farm Credit Services of America

Spekit’s team of experts helped us structure and embed new product playbooks within Salesforce, keeping relevant sales content at our sales team’s fingertips. It’s so intuitive that now our teams are confident and embracing both our sales technology and sales strategies.”

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