Embrace efficiency with in-context knowledge

The cost of fragmented knowledge

According to McKinsey, employees spend ~1.8 hours every day looking for information. 

That’s a lot of time.

It’s also why we’re focused on creating ways for teams to eliminate switching costs and increase learning by doing.

With Spekit, your knowledge is:

  • Always accessible wherever your users need it
  • Always effortless to maintain and scale

Today, we’re announcing two features to multiply productivity not just for your end-users, but also for your contributors.

Built-in efficiency with in-context editing

With our latest chrome extension release, you can edit directly from Salesforce. You can also edit from anywhere in chrome via our hotkey (Highlight + “S”) or search sidebar.

Relevant content at your fingertips

Whether in Salesforce or in any other application such as Gmail or Zendesk, your users can always access the Spekit data wiki’s most relevant results – simply:

  • Highlight a word
  • Right-click and select “Spekit”
  • Or type the letter “S” on your keyboard

How it works

1. Edit directly from Salesforce

2. If no definition exists, we’ll prompt you to add one

3. Edit right from your workflow

 

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