Learn how to create Speks in the Web App, Chrome Extension, embedded on applications, Salesforce, and Slack. You must have Account Admin, Team Admin, or Expert-level access to create Speks.
How to create a Spek in the Web App
In Spekit, you can create a Spek directly from the Spekit Web App:
1.) Click on the Create button in the top right corner.
2.) In the drop-down, click Spek.
3.) Enter the Label/Name of the Spek.
4.) Enter a Definition for the Spek. You can add style to the text using the rich text options.
Add Images, Videos, Files, and Hyperlinks to support the content (according to content requirements). See best practices here.
5.) Add the new Spek being created to one or more Topics.
6.) Assign an Expert.
7.) You can also relate the Spek to a Salesforce object (Salesforce objects available in the drop-down have to be imported by the Spekit Account Admin).
8.) If desired, you can notify your team in Spekit
Note: This box is checked by default, so be sure to uncheck it if you do not want to send a notification for the newly created Spek.
9.) You can directly create a Spotlight for this Spek by clicking Create and Send Spotlight.
10.) Click the blue Create Spek button.
You can edit any information at any point once the Spek is created. Click on the X in the corner to cancel out of the create box.
Note: When creating Speks in the Web App, there is a 10-minute delay in the Spek showing up. If you click the Spekit logo in the top left of the extension, the page will refresh and the Spek will appear.
How to create Speks on Salesforce
1.) Login to Salesforce and go to Opportunities.
2.) Open the Spekit Chrome Extension Sidebar.
3.) Click on Create
4.) Select Spek from the drop-down
5.) A new screen will pop up, Enter all relevant information related to the Spek in it.
- Enter the Spel Label, e.g., Opportunity Name.
- Enter Description, e.g., Opportunity name is a label you can give a sales deal that at a glance tells you who and what you are selling in views and reports.
- Choose the Topic, e.g., Opportunities (you can also create a new Topic just by clicking Create Topic).
- Choose the object, where you want this Spek to show up on Salesforce, e.g., Opportunities
- To notify the team about the new Spek, check the boxes for Notify my team and Also send notification email (if needed).
6.) Finally, click Create Spek.
7.) Your new Spek with the label Opportunity Name has been created.
5.) Enter something in the description.
6.) Refresh the page, and Spekit Icon will appear next to the Opportunity Name in Salesforce. Hover over it to see the Spek that you just created.
How do I embed Speks on Salesforce?
Spekit's integration with Salesforce is very straightforward. To learn more about the Salesforce integration, check out our Salesforce documentation here.
How do I embed Speks on a non-Salesforce application?
Keep in mind the same steps can be done for most websites.
Prerequisite: Enable Speks on your application
- Spekit allows you to enable the help text on most applications and web pages. To mass show help text icon Speks for your team, contact your CSM or support@spekit.co
- Enabling help text will allow you to learn as you go with knowledge embedded directly in your applications by showing you the Spekit icon alongside the terms that are documented.
- The Spekit icon will show up for any hyperlinks, acronyms, processes, or any other custom terms that are documented.
- Create a Topic associated with the domain URL where you’d like the Spek to show before you create a help text icon Spek. Click here to learn more on Topics.
1.) Click the Spekit icon to open the Spekit Chrome Extension.
2.) Click Settings (at the bottom).
3.) Click to toggle the slider on (make it blue) for Show help text icons. The page will automatically refresh.
Note: By default, help text is enabled in Salesforce and should not be toggled off. You can choose to disable help text on certain pages.
How to create a help text icon Spek
1.) Navigate to the application where you’d like Speks to appear.
2.) Open the Spekit Chrome Extension or Sidebar and click Create followed by Spek.
3.) Enter the Label of the Spek which needs to be an EXACT help text icon of where you’d like the Spek to appear. Capitalization and punctuation need to be exact.
- For example, if I’d like a Spek to show next to the word Tasks in Outreach, you need to ensure it is written the same in my Spek Label.
Note: the Spek will show up wherever that text is found on the domain. For instance, if Tasks is listed more than once in Outreach, the same Spek will show in the various locations.
4.) Enter a Definition for the Spek. You can add style to the text using the rich text options.
5.) Add Images, Videos, Files, and Hyperlinks to support the content (according to content requirements). See best practices here.
6.) Add the new Spek being created to one or more Topics.
7.) Assign an Expert.
8.) If desired, you can notify your team in Spekit
Note: This box is checked by default, so be sure to uncheck it if you do not want to send a notification for the newly created Spek.
9.) You can directly create a Spotlight for this Spek by clicking Create and Send Spotlight.
10.) Click the blue Create Spek button.
How to Create Speks from Slack
Prerequisites: Install the Slack Integration. Read more about our Slack Integration here. Available only to Spekit Admins and Experts.
1.) Use a slash command to create a Spek Spekit.
Use the /Spekit create "keyword" command - Creates a new Spek.
Use case: About to answer a question over slack? Save "future you" time by creating a Spek and posting it directly in Slack. This will not only save you documenting time but also encourage your team first to check Spekit for answers.
2.) Use the overflow menu to Create a Spek from an existing message.
Use case: Once you've answered a question - use the overflow menu to Create a Spek from that message. It'll auto-populate the definition for you so you can re-use the answer in the future.
How to Delete Speks
1.) Open the Spek you would like to delete.
2.) Click the trashcan icon.
3.) The screen will change. Click Delete.
4.) A pop-up will appear on the bottom left of your screen to confirm that the Spek has been deleted.