- Import 2 or 3 high-traffic objects, like Opportunity or Lead.
- Add a definition to the Opportunity object card in the Data Wiki
- Test your work: Click on the chrome extension icon in your browser & search for Opportunity.
Note: Spekit is not limited to Salesforce users. You can invite anyone.
We’re rolling out Spekit, a collaborative knowledge app and chrome extension that automatically updates when we make changes in Salesforce. We can also use it to document business processes and acronyms that cause confusion. The best part is that anyone can access this info right in their workflow by using the Chrome Extension.
You’ll soon receive an email with an invitation. Once you’re in, filter by your name as "Data Expert" and you’ll see a list of fields or picklist values that assigned to you.
If you spend 10 minutes per day adding your expertise, we should knock out this first list in a week so that we can test with a few end-users.
If you’re asking: Do I have to document everything at once?
The answer is “No.”
Set a documentation goal for yourself:
10 minutes per day is a good start – you’ll be surprised by how much you get done!
What’s a Salesforce picklist that always confuses your team?
What’s a question that you get asked all the time by new employees?
Install the Spekit chrome extension to access Spekit info in your browser & reduce workflow interruptions.
son your keyboard
Import your acronyms and jargon to Spekit and let users access these definitions in-context via our chrome extension.
Use Spekit picklist values to document critical Salesforce processes and policies. Your updates are immediately available across the Spekit app and chrome extension.
Save yourself the hours and headaches needed to keep your offline spreadsheets in sync with Salesforce metadata with our Bulk Upload feature.
Read the full blog post.