Connect to Salesforce
Connect to your Sandbox or Product org to give Spekit access to your fields, objects and picklists. Note: This only grants us access to your metadata, not your customer data.
Select which objects and fields you’d like to document.
When you import your fields, we’ll automatically bring in any existing help text or other metadata on your fields.
Document and automatically see it appear in Salesforce.
Spekit will automatically detect if you’ve added a definition to a given field or object and display the help icon next to it in Salesforce.
Download a sneak peak of our free, out-of-the-box training content.
Transitioning to Salesforce Lightning? Use this guide to help your team complete tasks in the new Service Cloud and Sales Cloud and
navigate reports, dashboards, chatter, and everything covered in Classic.
Use filters & bulk actions to organize content and assign owners
Documentation isn’t a one man job. Combine our power features of bulk actions and filters to easily tag, assign owners to get your show on the road.
Create training directly from Salesforce.
Easily add a definition to any field that you’ve imported into Spekit directly from Salesforce. Spekit will automatically identify that a definition has been added to that field and on refresh, the help icon will appear.
Create custom Speks for dashboards, reports and more.
Easily create a Spek for any part of your Salesforce Org that you’d like to give your users more context on. Spekit will automatically identify that a definition has been added to that field and on refresh, the help icon will appear.
Relate Speks to Objects for easy reference.
You can relate a Spek for a given process to any object so that it’s easily accessible by the user.
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.
Search Spekit from anywhere in Salesforce.
With Spekit’s sidebar search, all of your processes and training are only a search away for any employee.