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What are Flows?
A Flow is an interactive walkthrough of a process that guides a user through a series of steps and/or clicks on their screen. Flows can be used to introduce new users to a process, introduce or update procedures, showcase new software, or reinforce a process. By guiding users through a function, you will be able to onboard users faster, drive tool adoption, and reduce training efforts around new and existing processes.
Note: If you do not see the Flows tab in your Spekit, please contact your CSA or email support@spekit.co
Pre-requisites and Best Practices
- Prerequisites
- Flows Best Practices
- Suggested Tips
- Capturing Forms with fields for Viewers to Complete
Prerequisites
- Flows only have confirmed capability with Salesforce.
- Flows may be used on other websites, but Spekit does not support flows on other applications.
Flows Best Practices
- Write a Spek with each step prior to recording the Flow. This is helpful for the builder to remember each step and always a second form of learning for the process for the viewer. This is helpful in case someone may get stuck in the middle of a flow and want to revisit just that step, if a viewer learns differently than with a walkthrough, etc.
- Practice the steps to think through what will be an Interactive Step versus an Info Step.
- Best practice is to have 8 or fewer steps. Anything larger should be broken down into different Flows and/or Speks.
- Flows should be limited to one application on one page.
- Text within a step of a flow should be limited to 1-2 sentences max.
- Consider the starting point of the flow:
- Start on the page a user should begin rather than using steps to navigate a menu.
- If each user will be editing a record while using the flow, start at a location where the users can search for the record and then proceed to the steps.
Suggested Tips
- Start recording on the actual page a user should begin.
- Set your web browser window to the maximum or full screen
- Refresh your web browser page.
- Before starting to Preview a Flow, hide the utility bar.
- Be sure to use Preview for a Flow so it does not impact analytics.
- When creating a Flow, avoid dynamic elements that may change from user to user.
Capturing Forms with fields for Viewers to Complete
- For fields, select the check box for Info Step then complete the field.
- For forms or overlays, the best practice is to use the Info Step when capturing.
- Instead of clicking the radio button as an element, grab the bigger element as an info step.
Where to find Flows?
In the Web App
1.) Click Wiki.
2.) Click Flows to view the list of available Flows.
In the Chrome Extension
1.) Click the Spekit Icon to launch the sidebar.
2.) Click on the Dropdown on the left of the search bar.
3.) Select Flows to view the list of available Flows.
Note: If you do not see the Flows tab in your Spekit, please contact your CSA or email support@spekit.co
Viewer experience for Flows
Viewers can search and click to launch a Flow from either the Spekit Web App or the Spekit Chrome Extension sidebar.
From the Spekit Chrome Extension
Click the Spekit icon or Dock to open the Spekit Chrome Extension.
1.) Click the drop-down to the right of Speks.
2.) Click Flows.
3.) Click the gray box ellipsis [...].
4.) Click View Flow.
From the Spekit Web App
1.) From the Spekit Web App, click Wiki.
2.) Click Flows, and locate the Flow you wish to view.
3.) Click the gray box ellipsis [...] to expose the drop-down.
4.) Click View Flow.