Wondering what Spekit reads from Salesforce? This guide covers what metadata Spekit imports, what object types you can bring in, and how to transfer content from Salesforce Knowledge Articles into Spekit.
📌 Quick-Jump Topics
- What Metadata Does Spekit Read: Objects, fields, and picklist values
- What Types of Objects Can I Import: Standard, custom, installed package, and system objects
- How to Transfer Content from Salesforce Knowledge Articles: Exporting and sharing your Knowledge Article file
- How to Get the Knowledge Article Export File: Step-by-step data export instructions
- Will Rich Text and Multimedia Be Supported: What gets translated during import
ℹ️ Spekit's integration with Salesforce is a one-way, read-only process. It uses Salesforce APIs to pull metadata from your objects, fields, and picklist values. Spekit will never write to or make any changes in your Salesforce environment. View user profile permission requirements.
What Metadata Does Spekit Read?
What information does Spekit import from Salesforce?
Spekit imports the following information about your Salesforce objects, fields, and picklist values:
For Objects
- Label and SFDC API Name
- Type (Standard or Custom)
- Internal Description: imported as the
Definitionand can be edited in Spekit after the first sync - Fields on the object (with total field count)
- Salesforce Setup Link: directs to that object in Salesforce
For Fields
- Label and SFDC API Name
- Help Text: imported as the
Definitionand can be edited in Spekit after the first sync - Field Type: with Calculated Formula if a Formula field, or Related Picklist Values if a Picklist field
- Required (Y/N) and Default Value
- Salesforce Setup Link: directs to the "All Fields" view for that object
For Picklist Values
- Label and Parent Field
⚠️ Note: Spekit does not automatically import picklist values. You must manually import them.
What Types of Objects Can I Import?
What object types are available on the Manage Objects import screen?
- Standard Objects: visible by default
- Custom Objects: visible by default
- Installed Package Objects: requires a manual sync to see options
- Salesforce System Objects: requires a manual sync to see options
How to Transfer Content from Salesforce Knowledge Articles
How do I move existing Salesforce Knowledge Articles into Spekit?
You can easily transfer existing documentation from Salesforce Knowledge Articles into Spekit by following these two steps:
- Get the Knowledge Article Export File: A Salesforce Admin will need to perform a data export to get the file. Follow the instructions in the next section to get this file.
- Share the File: Once you have the export file, send it to support@spekit.co. The Spekit team will upload the content for you and ensure all rich text is translated correctly.
How to Get the Knowledge Article Export File
How does a Salesforce Admin export Knowledge Articles?
- Go to Salesforce Setup.
- In the Quick Find search bar, search for Data Export and click on it.
- Click Schedule Data Export.
- At the top of the panel, check the boxes for Include images, documents, and attachments and Include Salesforce Files and Salesforce CRM Content document versions.
- In the Exported Data section, select the Knowledge__kav checkbox.
⚠️ Important: Be careful not to confuse Knowledge__kav with
Knowledge__ka— they are different.
- Click Save.
- After the export is complete, you'll receive an email with a link to download the file. Share this file with support@spekit.co to begin the import process.
Will Rich Text and Multimedia Be Supported?
What formatting and media is preserved during import?
✅ Yes. Any rich text formatting supported in Spekit - including bolding, underlines, and bullet points - will be translated when content is imported.
ℹ️ Note on images and files: Images and files hosted on Salesforce will only be embeddable in Spekit if they are publicly accessible. Images and files hosted elsewhere can be embedded without this requirement.