Skip to main content

Flow FAQs

  • Updated

Do you still have questions about Flows? We are here to help! 

 

In this section, we will answer these questions:

 

What applications are compatible with Flows?

The Spekit Flows product has been optimized for Salesforce and CPQ web applications. 

 

What will happen if I try to create a Flow on a non-Salesforce / CPQ tool?

Depending on the complexity of the process you are attempting to capture and the web application you are using, you may run into one or more of the following issues:

  • The Flow steps may not properly anchor to elements on the page.
  • Page load times may increase significantly.
  • The Flows capture system may become unresponsive.
  • The Flow preview mode may behave inconsistently.

 

What are the first steps to troubleshooting Flows?

  • If you are having issues in the preview/edit phase of Flow creation:
    • Try rerecording the Flow.
    • If the step is not anchoring, try adding a new step on the same element and deleting the previous one.
  • Replace interactive steps with info steps.
  • If you are still experiencing issues, contact your CSM or support via support@spekit.co with as many details as possible.

 

Flows Thumbnail Image - Width x Height

The image container has 400px width, 240px height.

 

The image's width is stretched/shrunk to fit 400px. If the stretched image height extends beyond 240px, it is centered and clipped.

 

Below is an example ideal image size:

unnamed-45.png

 

How can end-users access Flows?

There are a few ways that end-users can access flows: 

1.) Automatic pop-ups - Enable the auto-launch setting. If this setting is turned on, the Flow launcher will appear when end users visit the starting URL (the page where your first flow step was created). The user will have the option to snooze the Flow for 24 hours and will be shown the Flow again when they visit that page until they complete the Flow.

2.) By clicking a link - From a Spekit-generated link that can be added to a Spek, a Spotlight, or shared externally. This link can be generated by navigating to Wiki > Flows, tapping the ellipses action menu, and selecting Share. Select the Published Permalink option to copy a shareable link to distribute as needed.

3.) Search - Users can search for Flows in the Spekit extension or web app by selecting ‘Flows’ from the dropdown menu and searching for the Flow title


💡 Pro Tip: If you want to automatically direct users to a flow from a different URL than the starting URL, create a Spotlight, and set the Spotlight button action to the Flow share link (see option 2 above).

 

Can a Flow be Deleted?

Yes, a Flow can be deleted while in progress or after it has been saved.

 

Instructions on how to discard a Flow

On the left side of the screen:

1.) Click the Stop button.

unnamed-48.png

 

2.) When the black screen below appears, click Discard Flow.

unnamed-49.png

 

The black Flow discarded screen appears with two options on how to proceed:

  • Start capture
  • Close

unnamed-50.png

 

OR

On the bar at the bottom of the page:

1.) Click the trash can icon.

2.) Click Delete (when the gray overlay appears).

unnamed-51.png

 

The black Flow discarded screen appears with two options on how to proceed:

  • Start capture
  • Close

 

How do I move the tooltip position during the Preview and Edit of a Flow?

Admins and Experts in Spekit can reposition the tooltip on a Flow while in Preview and Edit mode:

  • The step tooltip position is now movable during the Preview and Edit of a Flow.
  • The behavior remains unchanged if the position is unavailable (previously recorded Flows).

unnamed-8.gif

 

Can Flows be tied together or branched (bridged)?

Not currently. Spekit wants to keep Flows simple and easy to use because bridging can cause things to break.

 

How to Sort Flows on Spekit Web App

From app.spekit.co/app/Flows:

1.) Click the Sort drop-down.

The user has the following sort options:

unnamed-52.png

 

How do I view a Flow if I'm not in my web application?

From the Flows tab in the Spekit Web App as a Viewer role in Spekit:

1.) Click Flows on the left navigation, and locate the Flow you want to view.

2.) Click the gray box ellipsis [...] to show the options.

3.) Click View Flow.

unnamed-53.png

 

OR

4.) Click the Spekit Dock or Spekit Chrome Extension icon to open the sidebar.

5.) Click the word Speks to show the available drop-down options.

6.) Click Flows.

unnamed-54.png

 

Locate the Flow you want to view.

7.) Click the gray box ellipsis [...] that corresponds with the Flow.

8.) Click View Flow.

unnamed-55.png

The Flow Viewer will be redirected to the initial page.

 

What are the different step types of a Flow?

While recording a Flow, you can choose to use either of the following: 

 

1.) Interactive Step: allows users to click through each action of the process. 

 

Example: You want to make a ‘How to create a new opportunity’ Flow that requires your users to click into different buttons.

 

Note: All clicks will be recorded as a step in the Flow.

 

2.) Info Step: is used as a tour of a page to highlight different areas and components of the page.

 

Example: You want to walk a viewer around the new Salesforce Lightning homepage. It is a strictly informational tour.

 

Can’t find the information you’re looking for? Check out these topics:

Related articles