Prerequisite
- You will need to have connected your Spekit instance to Salesforce and have imported the desired Salesforce objects to define fields for
- The Salesforce object sync import process creates shell field Speks that can be defined for each field for the parent object that was imported
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When to use a Field Spek vs a Custom Spek
You'll want to use Field Speks when they are available to be defined because they are directly connected to the parent object in Salesforce and do not need to be placed in a topic
If you have a need to add a Spek to text that is not a field in Salesforce such as the header of a Related List, you will need to do the following:
- Create a new Topic and assign the Teams that can view it
- Create a new Custom Spek that text matches the Related List name and relate it to the Salesforce object in order for a Spekit icon to appear on the record
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- Open a record page in Salesforce
In my example, I used an Opportunity record and highlighted the Stage field label
You can see more Spekit icons already on the page because I had already defined those field Speks
1 ) Using your mouse pointer, hover on the text for a field label and highlight it and press the S key on your keyboard
- The Spekit Chrome extension will open and you will see the name of the field you highlighted in the side panel
2 ) Click the name of the field Spek that matches what you highlighted on the page
In my example below I highlighted the Stage field
3 ) Click Add definition
- A box will open in the center of the page
4 ) Define the field Spek you clicked on
- After you've added the definition
5 ) Click Save
After you click to save, be sure to do a hard refresh of the Google Chrome browser in order to see the Spekit icon appear next to the name of the field you highlighted
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To see these steps in action, please see the gif below...
