The initial setup was painless. After about an hour of the Spekit team walking us through onboarding, the creation of JLL-specific content began.
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.
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.
Communicate changes in your processes to your team.
Instantly notify and communicate any on going changes in your processes and workflows 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 search away for any employee.
Salesforce Lightning 101 Training Manual
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.