Welcome to the Spekit SDO Demo Kit
Learn why teams choose Spekit to drive adoption, streamline training and boost productivity in Salesforce with resources making it incredibly simple for you to demo the solution.
Teams across industries learn faster with Spekit
Why Spekit?
Spekit is the leading digital adoption and enablement platform that helps teams learn while working – directly within Salesforce.
Digital Adoption
Drive adoption by helping employees learn Salesforce and navigate process changes with self-guided learning.
“Spekit is key for Salesforce adoption and effortless to set up. All of our go-live documentation for Service Cloud was defined and complete in about 10 total hours – an effort would have taken more than a week before Spekit.”
“After years of searching for the right solution, we were almost speechless when we found Spekit! It’s a one-stop-shop and has allowed us to seamlessly roll out and enable our teams in Salesforce.”
Digital Enablement
Boost productivity by surfacing key knowledge and training in the moment of need, in any workflow.
Digital Communication
Streamline communication by sharing key process changes, company updates or reminders to drive behavior.
“What I love about Spekit is how all of that just-in time learning is contextual, right at the point of need and can help drive you through the process. That’s one of the biggest areas where you’re cracking the code in just-in-time enablement, helping reps be more productive at the point of need.”
Spekit for Salesforce Overview Video
Installation Instructions
1) Create an account
Click here get started by verifying that you have a Salesforce email and creating a password (the Salesforce email being used must be verified in order for the SDO process to work properly).
2) Install the Spekit Chrome Extension
You’ll be prompted to install the Spekit Chrome Extension to instantly surface training content in Salesforce.
3) Start using Spekit!
You’ll land in the Spekit consolidated knowledge base full of pre-built training content to get you started. Next, watch the video to learn how you can demo Spekit in Salesforce!
If you need any help, don’t hesitate to reach out to christian@spekit.co or book time here!
How to Demo
Giving a Spekit demo is a breeze! Watch this quick video for tips!
The Lightning Component
Spekit for Salesforce, everywhere – the Lightning Component
With the Lightning Component, you can search the Spekit knowledge base on any browser, any device, from anywhere in the world – no Chrome Extension needed. Read installation instructions here.
I’ve honestly never seen a tool as quickly accepted and loved as Spekit was by our group – it was awesome. The only feedback our users gave was “More!” and “Why didn’t we have this when I started?”
We want to empower our end-users to make decisions on their own. Before Spekit, our team would swivel to a coworker for answers. Now, Spekit is our swivel chair. They can hover over any Spekit icon in Salesforce and instantly get answers.
Spekit is a best in class, best efficiency, productivity and adoption driving tool that promotes and enhances the user experience while offering easy administration to help us ensure content is updated, useful, relevant and accessible.
Additional Resources
Security and Privacy
Frequently Asked Questions
How does Spekit work with myTrailhead?
Spekit complements myTrailhead by adding a contextual layer of training on top of your existing myTrailhead training. For example, you might want all new employees to complete a series of myTrailhead courses during onboarding. After onboarding, you can reinforce that training contextually, directly within their workflow, using Spekit! Because Spekit is accessible across any tool, you can also use Spekit to surface myTrailhead content across any application your team is using so they’re never without easy access to answers. You can learn more here!
How secure is Spekit?
Protecting the data you trust to Spekit is our first priority. Our integrations, such as Salesforce, never access your customer data. To protect your content, Spekit uses procedural and technical safeguards to preserve the integrity and security of your information. We regularly back up your data to prevent data loss and aid in recovery.
Additionally, we host data in secure AWS data centers as well as implement firewalls and access restrictions on our servers to better protect your information
For more information visit our Security FAQ.
How does Spekit work with In-App Guidance?
Salesforce’s In-App Guidance is great for prompting users about a new field or, for example, sharing updated release notes. Spekit complements this product by adding a contextual layer of training directly beside defined terms, objects, picklist values and more. For example, you might use In-App guidance to alert your team of a new custom object and use Spekit to guide your users through a new Salesforce process as they’re completing it.
Does Spekit offer a discount for non-profits?
Spekit is happy to offer eligible nonprofit organizations a discount of 20% on Spekit Pro Plans.
I need help!
No worries! We’re here to help! You can reach out to christian@spekit.co with any questions.
Video Resources
Spekit for Salesforce Admins
The Spekit Platform Intro
The Spekit Chrome Extension
The Spekit Slack Integration
Intro to Spekit Spotlights
Intro to the Floating Dock
Spekit Use Cases
When is Spekit a good fit?
- New or phased roll-out: Lightning Migration, First-time roll-out, New cloud
- Complex org with lots of business processes: Financial Services Cloud, CPQ, Multiple systems, CGC
- Remote onboarding & training needs
- Small admin/training/support team
- Scattered information
- Southwest Airlines (Remote training & change management)
- NorthMarq (Change management & Adoption)
- JLL (Adoption & Change Management)
- Hobsons (Lightning Migration)
- Bluewater Learning (Service Cloud Roll-Out)
- Wolters Kluwer (CPQ & Training & adoption)
- Mariner Wealth Advisors (Dispersed teams training & onboarding & adoption)