Spekit for Salesforce

In just 5 minutes –  sign up, connect to Salesforce and see documentation automagically display in your org.

A documentation platform with extensions that contextually surface your training in any application.

The #1 Choice for Salesforce Training

Voted Easiest to Setup, Easiest to Use and Best Support by Independent Third Party Review Sites

 1) Connect to Salesforce in one click

What’s better? No customer data access. Any profile with metadata access can connect via oAuth in one click. 

No code or expensive IT time and Professional Services. Our team is here to help you build your adoption strategy.

 

 

2) Select the objects and fields to document

Don’t start your documentation from scratch. We’ll pull in existing information and you can add video, images or any content you choose.

The best part? We’ll automatically track any changes to your fields in case your documentation needs to be updated.

3) See documentation in Salesforce, automagically

 Our Chrome and Edge extensions automatically map the content for you, right where your user needs it.

Or install our Lightning Component to access your training in Spekit from the Utility Bar or on Mobile.

 

Spekit is a game-changer! Spekit replaces Word and Powerpoint training documents that were buried in Salesforce files and could never be found by users when they were needed. Spekit also provides us the ability to easily create print documentation by bundling Speks together into a single PDF. A great feature for those of our users that prefer a single training document.
Ross Pennington, Salesforce Business Analyst

Perrigo, (5001-10,000 employees)

Hear from our founders

How is Spekit unique? What makes it better than other digital adoption platforms?

We’re more than just a fragile layer on top of Salesforce – our integration automatically surfaces the content contextually on your behalf

Designed by former Sales Enablement & Salesforce admins, Spekit’s unique integration allows us to be the only solution that’s a Salesforce Certified Partner

Setup took an hour and support is incredible. Now, whenever a question comes up from one of our users, we respond “just Spek it,” which has allowed my team to focus on other priorities.

Todd Tribble

VP, Sales Operations and Enablement, Hobsons

  • No-code, lightweight and easy to setup: No technical skills needed
  • Our one-click integration automatically maps your documentation to where it belongs in Salesforce
  • Automatically tracks updates made to Salesforce: to save you countless hours
  • Free customizable training content:  Don’t start from scratch, explore our library.
  • Flexible and centralized platform: Click-by-click walkthroughs aren’t enough, that’s why we allow you to easily turn documentation into learning sequences, PDF training manuals and more.
  • Accessible anywhere: Lightning Component, Outlook Extension and Slack coming soon. Wherever your employee is working, they’re only a click away from answers.

Challenges with other digital adoption solutions

The manual configuration and resources required to set up existing digital adoption solutions render them impossible to use: 

  • You have to involve technical resources to help you configure the solution
  • You have to manually map all of your content to where your users need it in Salesforce
  • You have to constantly update your configurations every time there’s a change in Salesforce or else they might break because the page layout that your manually mapped your content to broke 

Spekit solves the documentation challenge by making its creation so easy, it’s almost like they can read my mind! And with in-browser support, that documentation is right at the users' fingertips, no matter where they are - in Salesforce, in an email, or any browser-based application!

Eric Dreshfield

VP, ITEquality

We've been using Spekit and do not remember life before this solution. As a consulting company, we're using Spekit with our clients to provide a better customer experience while going through an implementation. We are excited to see Spekit continuing to grow and evolve as a solution.

Jocelyn Fennewald

COO & Co-Founder at OpMentors

The Ohana of App Partners! Our favorite new phrase at work is, "there's a Spek for that!" When documentation and the dissemination of that documentation to end-users becomes an easy and fun process, you've got a win/win for all involved!

Nana Gregg

VP, Sr. Salesforce Administrator, JLL

The easiest way to simplify Salesforce

Create custom Speks for dashboards, reports and more

Easily create a Spek for any part of your Salesforce Org to give employees guidance. .

Communicate process changes to your team

Instantly notify and communicate changes in process or workflow to your team – wherever they are in Salesforce, Spekit or Chrome.

Search Spekit from anywhere in Salesforce

With Spekit’s sidebar search, all of your processes and training are only a click away.

Relate Speks to Objects for easy reference

Relate a Spek for any given process to an object so it’s easily accessible by your team in the moment a question arises.

Add context to your stages or picklists to eliminate confusion

Achieve better forecasting and data accuracy by giving your team the context they need behind any picklist value or option in your org.

Create training directly from Salesforce

Easily add a definition to any field by highlight and clicking “s” to create training content without ever leaving Salesforce.

Spekit is laying the groundwork for consistency and standardization in processes and training! Love the ability to document ANYTHING, ability to document across systems/platforms and complete customization – from topics and topic icons, ability to enrich text, upload images, animated gifs and videos, linking to external [Box] documents, etc
Administrator in Financial Services

Mid-Market (501-1000 employees)

Data dictionary

No more outdated and scattered documentation – seriously.

Built for Salesforce admins, architects and operations leaders who are tired of managing Salesforce definitions in spreadsheets. Create a completely bespoke data dictionary for your business – integrated at a metadata level. Update in one place and content automatically updates everywhere your team needs it.

The Salesforce Data Dictionary

Best in class cross-platform documentation tool for Salesforce Cloud and PaaS! Spekit is a great tool for augmenting Salesforce’s limited documentation capabilities, providing an intuitive way to connect any kind of online documentation or training resources into context-specific help in Salesforce, and provide a single unified documentation dictionary. The value for money is fantastic.
Matthew D

Senior Manager, Enterprise Applications

Communicate change

50% of Salesforce admins make one change a day! Notify your team instantly. 

Don’t wait for a training session to communicate changes in Salesforce. Notify your team of changes big and small via an in-app notification and email to ensure everyone is always on the same page. 

Real-time answers

79% of employees want to learn while doing.

Ever wonder why your team enters the wrong data in Salesforce or refuses to use certain pieces altogether? If people can’t easily figure out how to do something, they usually don’t do it at all. Help your team adopt Salesforce with ease by delivering answers directly within their workflows, on the Salesforce web app or mobile.

90% of companies struggle with documenting their tools.

We’ve got your back. Choose from hundreds of free templates to customize.

So, you need content but don’t know where to start?

Whether you’re migrating to Salesforce Lightning, implementing NPSP or looking for great sales resources, we’re here to help! Our content templates will preload into your Spekit instance where you can quickly customize to meet your specific business needs.

Salesforce Lightning 101

Transitioning to Salesforce Lightning? Use this guide to support your team through the changes.

Outreach

The complete guide to getting started with Outreach for sales teams.

TaskRay

The complete TaskRay onboarding 101 guide!

Salesforce Classic 101

Great for onboarding new reps complete with everything you need to know to start with Classic.

NPSP

Everything you need to train your team on the Non-Profit Success Pack in Salesforce.

Videos

Video resources for sales and enablement teams by industry experts.

Case Studies

Don’t take our word for it. Hear how other enterprise brands have leveraged the power of the Spekit platform to drive adoption, boost productivity, eliminate repetitive questions and communicate change with ease.

Salesforce training made simple

Welcome to Spekit. Designed for changing, growing orgs who need a lightweight, simple solution to continuous tool training.