Document Any Process
From complex business jargon to your pricing plan, you can document anything by creating your own Knowledge Card in the Data Wiki. Add videos, images and links to make it more engaging for your users.
Sync and import your Salesforce metadata
Why build your knowledge from scratch when your CRM already contains the language of your business? Your CRM is always evolving, keep your documentation up to date by having it directly tied to your data model.
Define every stage or picklist value in your CRM
Do your teams get stuck on what steps are needed to move from one Opportunity stage to the next? Use Spekit to bring clarity by defining or assigning rules to each picklist value for a field.
Search, filter and customize to meet your needs.
Spekit was carefully designed with both your technical and business needs in mind, allowing you to easily toggle between formats to view your knowledge and metadata in different formats.
Create custom columns to turn the Data Wiki into a spreadsheet.
Spekit allows you to add company-specific information such as GDPR qualification, API mappings or links to external documentation around any term in your data dictionary by creating custom columns.
Crowdsource your knowledge from Subject Matter Experts
Leverage your team’s expertise to crowdsource the business rules and definitions in your data wiki to create a shared vocabulary for easy onboarding and training.
Sync and import Salesforce metadata
Import any object and any changes or new fields created in Salesforce will automatically show up in the Data Wiki.
Create your own custom cards to document any process or business jargon so that your users can access it in a click.
Limit access by role
Give certain users read-only or edit access to maximize your documentation efforts.
Table or card format
Your technical and non-technical users toggle columns, filter and search for the info they need in the data wiki.
Access documentation in Salesforce
Use our Chrome Extension to access all of this documentation directly in Salesforce.
Maximize your data governance
Create your own metadata columns in the Salesforce data dictionary to meet all of your documentation needs.