Bulk Upload: Spekit’s Answer to Spreadsheets and Powerpoints

In the wake of the GDPR regulation going into effect last month, most companies have been taking inventory to identify personal data they stored on EU customers. You know what that means: more spreadsheets. 

With custom columns, you can add customized, company-specific attributes to your existing Data Wiki terms. 

Read more

Spekit data dictionary custom cards

Bring your documentation to life with knowledge cards & videos

In the wake of the GDPR regulation going into effect last month, most companies have been taking inventory to identify personal data they stored on EU customers. You know what that means: more spreadsheets. 

With custom columns, you can add customized, company-specific attributes to your existing Data Wiki terms. 

Read more

Introducing Custom Columns

In the wake of the GDPR regulation going into effect last month, most companies have been taking inventory to identify personal data they stored on EU customers. You know what that means: more spreadsheets. 

With custom columns, you can add customized, company-specific attributes to your existing Data Wiki terms. 

Read more

Use Spekit, your Salesforce data dictionary to document each stage of your Sales process

New Features: Import Picklist Values, Installed Packages and more.

Spekit is excited to launch three new features to improve your training & documentation with our Salesforce data dictionary. Check them out for yourself in our self-serve demo.

1. Import and document your picklist values

Does your team struggle to remember the steps required to move an Opportunity from “Prospecting” to “Working”? Using Spekit, you can select a mission-critical field like “Opportunity Stage” and import each picklist value into Spekit. You can then define the requirements to move from “Stage A” to “Stage B” at a granular level. Your end-users can use our Chrome Extension to access these definitions directly in Salesforce by highlighting the picklist value in question. 

 

 

2. Toggle between columns

Spekit is designed to be the source of truth for business knowledge on your data for all employees, not just Salesforce users. That’s why we created the data wiki in a user-friendly, tabular format. Our new Custom Toggle feature lets technical users adjust the data points displayed in the  to meet their particular use case. You can use this to help bring business context to your code for technical teams. 

 

 

3. Import Installed Packages or System Objects

You can now document any object in your Salesforce data dictionary, including Installed Package Objects and System Objects by going to the Object Manager screen and importing any object of your choice.

 

Use Spekit, your Salesforce data dictionary to import and document your installed package and system objects

 

That’s all for now folks. Make sure to email demo@spekit.co to get started or share your feedback!

Next release: Create Custom Columns in the data wiki