Frequently Asked Questions
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Spekit for Chrome
Spekit Help Icons Across All Your Tools
Spekit Lightning Component
Data dictionary and wiki
What is Spekit?
Are there different roles in Spekit?
Do users need a Salesforce license to use Spekit?
Can I connect to Spekit if my primary language is not English?
Can we import or export metadata from Spekit?
I’m getting a 500 error when trying to authenticate with Salesforce for the first time.
Can I add images in Spekit from different sources?
Why is the Spekit icon not showing up?
Does Spekit require a Salesforce integration?
Is there a minimum number of users required?
Does Spekit help with content transfer?
What is a spek?
I was invited by my admin but can’t login.
Is a reinvite sent to a pending user if added to a Team?
Does Spekit work with Salesforce SSO (Single Sign On)?
Can I track who’s viewing the content as an admin?
Can I create a report of how often the content is being used?
Can I create learning sequences for my users to go through during onboarding?
Can I upload images and files (pdf’s, Excel, Word docs, etc) in spekit?
Can I control where the Spekit icon shows up?
Does the spek label need to be an exact match of the actual term?
Can I disable Spekit help text in Salesforce?
What are the compatibility and technical requirements for using Spekit?
Can I transfer content from existing Salesforce knowledge articles into Spekit?
How do I make sure my users get Spekit invite and notification emails?
01. What is a Spotlight?
02. How do I Test and Preview a Spotlight?
03. What happens if a Spotlight is published?
04. What happens if a Spotlight is unpublished?
05. What happens when a user clicks “Show me later”?
06. What happens if user does not interact with Spotlight?
07. Can I control how often the Spotlight shows up for a user?
08. How many times can a user choose to “Show me later” on a Spotlight?
09. How do I Filter Spotlights?
10. How do I Sort Spotlights?
11. How do I Search for a Spotlight?
12. How do I Clone a Spotlight?
13. How do I delete a Spotlight?
14. What can I view on the Spotlights Analytics dashboard?
15. Can I Analyze the Interactions for a single Spotlight?
01. Pre-Capture Tips for Flows
02. How do I Create and Stop a Flow?
03. What are Flow steps?
04. What is available and not available when a Flow recording starts?
05. Can a Flow be Deleted?
06. How do I start a Flow from the Spekit web app?
07. Additional Tips for capturing a Flow
08. How to Preview and Edit a Flow (Post Recording)
09. How do I edit the Launcher and Finisher step?
10. How to Preview a Flow (Spekit Chrome ext or Spekit web app)
11. How to edit a published Flow from the Spekit web app?
12. How do I change the Flows domain targeting?
13. What Spekit roles can create Flows?
14. How to Sort Flows on Spekit web app?
15. Can Flows be tied together or branched (bridged)?
16.How do I View a Flow if I’m currently not in my web application?
17. Viewer end-user experience
18. What are the different analytics and where can I find them?
Spekit Help Icons Across All Your Tools FAQ
1 – How do Spekit help icons work?
2 – How can I enable Spekit help icons on tools other than Salesforce?
3 – How do I get Spekit help icons to show up for ALL my users on another tool?
4 – How can I get the same Spekit help icons to show up on multiple tools/websites?
5 – How do I get Custom Speks to show up on Salesforce Home, and other non-object related pages?
Slack Integration FAQ
01-Installing and connecting the Spekit app
02-Search Spekit from Slack
03-Create Speks from Slack
04-Post Speks to channel from Slack
05-Copy links to a Spek from Slack
Dock – Floating Dock- How it works and use cases
Dock – Hide, Resize and Change the Position of the Dock
Dock – What sites will the dock show up on? Can I Control this?
Dock – Can we customize the dock branding to my company’s brand?
How to find Teams & Users in Spekit.
Account Admin- Manage Invites
What is a Spekit team?
Adding users to a Team from Teams Manage button.
How to remove users from a Team?
Can a user belong to more than one team?
What is a Role?
How to change a users role (Spekit Permissions)
What happens if a User has conflicting roles in Spekit?
How to quickly add Users to Teams with bulk actions and filters
Account Admins – How to check your work by impersonating a user
How do notifications work with teams?
Team Admin – How to assign a Spek to an Expert?
If a Team Admin/Expert creates a topic in Team A, can they also add it to Team B?
What can a Team Admin see and do in the Manage Teams and Users screen?
What if someone wants to create Speks with the same labels in different Teams / topics?
Who can assign a topic to a Team or a Team to a topic?
If there are multiple Admins and every Admin has created their own topics – can all Admins see all topics?
How to edit team details
How to clone a Team
What is the benefit of using Teams.
Adding Users to a Team from Users Manage button
Spekit How To’s
How do I add a topic?
How do I re-sync to Salesforce and add more objects?
How do I print to PDF?
How do I import picklist values in Spekit?
How do I hide/ unhide terms in Spekit?
How do I create custom columns in Spekit?
How do I add images in Spekit from different sources?
How do I create a spek?
How do I assign an expert to a spek?
How do I communicate changes in processes to the team?
How to add a Mail To a Hyperlink in a Spek
We’ve updated the filters UI
Filters in the Spekit Webapp
Filters in the Spekit Chrome extension
How to only view Documented Speks
How to only view Undocumented Speks
Only view Salesforce field Speks in a topic
Only view Salesforce object Speks in a topic
Only view Salesforce picklist Speks in a topic
View all Salesforce related Speks in a topic
View Custom Speks not related to Salesforce
Spekit For Chrome
How do I download the chrome extension?
How do I add the Spekit shortcut in Chrome?
Can I enable Spekit help text on any application?
How do I search for knowledge in the Chrome extension?
How can I access knowledge in any google chrome window?
How do I use the Spekit Chrome extension?
How do I create knowledge/ documentation from any workflow?
What are the different features/ actions available in the chrome extension?
How can I share the knowledge I create with my team?
Can I search for picklist values in the chrome extension?
Can I create content from any workflow?
Can anyone with the chrome extension access Spekit??
How does Spekit connect to Salesforce?
Does Spekit work in Lightning and Classic?
What metadata is imported into Spekit ?
Can I connect to Spekit using my Sandbox?
What types of Objects can I import in Spekit?
Does Spekit maintain any version control system for my metadata?
What are the limitations of connecting Spekit to Sandbox?
Salesforce has a lot of system fields like “Last Modified On”. Are they also imported?
How much of our Salesforce API limits does Spekit use?
Step 1: Connecting Spekit to Salesforce
Step 2: Importing Salesforce objects
How will the Spekit platform interact with client systems?
Does Spekit import all my metadata when I connect?
Does Spekit have access to my customer data through the Salesforce integration?
Who is the point of contact for security-related questions?
Does Spekit have a SOC 2 report, ISO 27001 certification, or other compliance documents?
Does Spekit use any third parties in providing this service? What are they and how does each service interacts with customer data?
What procedures does Spekit have in place to determine whether a third party should have access to your customers’ data?
Please describe the physical location(s) of customer data processed and stored by your system.
How does the Spekit platform connect to customer systems? How are authentication credentials or tokens protected within the boundaries of your system?
Is data that collected by the Spekit platform encrypted at rest?
Can I control what sites I give the Spekit for Chrome extension access to?
What controls are in place to protect the Spekit production network?
What data access points does Spekit require and how are they restricted?
How is access to production infrastructure managed?
Is there a process for Spekit employees to request and provision access to production infrastructure?
Are access privileges reviewed on a periodic basis?
What steps has Spekit taken to prevent the introduction of malicious software to employee workstations and production servers?
How often are employees required to complete security awareness training?
What is Spekit’s security incident response process, including procedures for capturing, documenting, and remediating incidents or breaches of customer data?
Is Spekit compliant with any privacy frameworks (Safe Harbor, Privacy Shield, GDPR, etc.)?
Has Spekit ever experienced a security breach?
Please describe Spekit’s SDLC controls. Are duties between developers and server admins segregated?
Do platform changes require explicit approval?
Are platform changes tested prior to release? How is testing documented?
How are Spekit user accounts secured?
Data Dictionary/ Wiki
How often is the Salesforce metadata we imported into Spekit updated?
What happens if I add a new object, field or picklist value in Salesforce?
What happens if I delete an object, field or picklist value in our connected Salesforce org?
What happens if I change an object, field or picklist Name/API Name in Salesforce?
What happens if I change the label of an existing object, field or picklist in Salesforce?
What happens if I update the Data Type of a field in Salesforce?
What are the different features and options available in the Data Dictionary?
How do I invite Salesforce users to Spekit?
How do I invite non- Salesforce users to Spekit?
As a system admin/ expert, can I hide content I dont want the users to see?
When would i use custom columns?
Can I communicate the processes being documented or updated to my team?
Do analytics record internal and external user activity?
Spekit Lightning Component FAQ
Register your Salesforce My Domain
Signup for a free Spekit account
01-How to install the Spekit Lightning Component
02-Add the Spekit Lightning Component to the Home page
03-Add the Spekit Lighting Component to any object
04-Add the Spekit Lightning Component to the Utility Bar
05-Create the Spekit Lightning Component tab-Mobile
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