Spekit for Salesforce
In just 5 minutes – connect Salesforce to see training and resources automagically display in your org.
The #1 choice for Salesforce training
Voted easiest to setup, easiest to use and best support by independent third-party review sites.
Why is Spekit the leader in Salesforce training?
More than just a layer on top of Salesforce, Spekit automatically surfaces training contextually on your behalf.
One-click to connect
No customer data access, expensive IT time or professional services required. Any profile with metadata access can connect via oAuth.
Select objects and fields to document
Spekit pulls in existing information so you can easily customize with video, images and content. Changes track automatically to keep content updated.
See training surface in Salesforce
Spekit’s Chrome and Edge extensions automatically map content for you, right where users need it.
Designed by former Sales enablement & Salesforce admins, Spekit’s unique integration makes it the only Salesforce Certified Partner solution
Free, customizable training content
Get started in minutes with free, out-of-the-box training content and an automated setup.
Flexible, centralized platform
Click-by-click walkthroughs aren’t enough. Easily turn documentation into learning sequences, PDF training manuals and more
Accessible anywhere
With the Chrome extension, Outlook extension and Slack integration, wherever your team 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 configurations every time there’s a change in Salesforce otherwise they break because the page layout that content was manually mapped to changed
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!
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.
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
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.
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.
Learn about Salesforce Data Dictionary >
Resources for training your team in Salesforce products
Training Leader's Guide to NPSP 101
The complete guide to getting started with the Nonprofit Success Pack from Salesforce.
Salesforce Lightning 101 End-User Training
Migrate to Lightning in lightning speed with the Salesforce Lightning end-user training manual.
Salesforce Classic 101 Training Manual
Train your team with everything they need to know to leverage Salesforce Classic.
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.
Get started in 5 minutes
Sign up free and get set up in minutes to start empowering your team today
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.
