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How Salesforce Changes Affect Spekit Content

  • Updated

Need to update or re-sync your Salesforce content in Spekit? This guide explains what happens when you make changes in Salesforce, including updating data types, adding or renaming objects and fields, deleting content, how to re-sync and import more objects.

ℹ️ Prerequisite: Ensure you have the Chrome Extension installed and are logged in. You must have Account Admin, Team Admin, or Expert-level access to update content in Salesforce.

 

📌 Quick-Jump Topics

 

What Happens If I Update the Data Type of a Field in Salesforce?

How does a field data type change in Salesforce affect Spekit?

Upon re-sync, Spekit will reflect the updated data type for the field.

⚠️ Note: If you change a field whose Data Type is Picklist to a different data type, any previously imported picklist values will not be removed automatically after the re-sync.

 

What Happens If I Add a New Object, Field, or Picklist Value in Salesforce?

Does Spekit automatically pick up new Salesforce content?

Changes made in Salesforce are not automatically synced to Spekit. You must manually trigger a sync to pull new information into Spekit.

Behavior upon re-sync:

  • New Objects: New objects will appear in the Manage Objects section (accessible from Accounts) for you to import.
  • New Fields: New fields belonging to previously imported objects will appear as new terms in the Data Wiki.
  • New Picklist Values:
    • For picklist values you haven't imported yet - the updated list of available values will be shown for import upon re-sync.
    • For picklist values you have already imported - new additions to that picklist are not currently pulled in automatically on re-sync. An upcoming fix will detect newly added values in a previously imported picklist and auto-import them.

 

What Happens If I Change an Object, Field, or Picklist API Name in Salesforce?

What happens in Spekit when an API name is changed in Salesforce?

Spekit uses the API Name as the unique identifier when importing terms. If you change the API Name or Name of an object, field, or picklist value in Salesforce, Spekit will treat it as a brand new item upon re-sync and create a second term with the new API Name. The original term will remain in Spekit unchanged.

 

What Happens If I Change the Label of an Existing Object, Field, or Picklist in Salesforce?

How does a label change in Salesforce affect the associated Spek in Spekit?

Upon re-sync, Spekit will automatically update the label of the associated term to reflect the change made in Salesforce.

 

What Happens If I Delete an Object, Field, or Picklist Value in Salesforce?

Will deleting something in Salesforce remove it from Spekit?

❌ No. The associated Spekit terms remain unchanged in the Data Wiki even after the item is deleted in Salesforce. You will need to manually manage or hide those terms in Spekit if needed.

 

How to Re-Sync to Salesforce and Import More Objects

How do I trigger a manual re-sync and import additional objects?

As an Account Admin, you can re-sync metadata from your Salesforce org and import more objects into Spekit at any time.

⚠️ Important: While the sync process is running, do not navigate within the Spekit Web App tab or open new tabs to other parts of the Web App, as this can interrupt the sync. You may also be asked to re-authenticate your Salesforce org by logging in again.

Step 1: Re-sync your Salesforce connection:

  1. Click Settings.
  2. Click Connect.
  3. Click Sync now.

Step 2: Import more objects:

Once the re-sync is complete, you can import additional objects:

  1. Click Settings.
  2. Click Connect.
  3. Click Manage Objects.
  4. Select the objects you wish to import (for example: Contract, Lead, Opportunity, and Order).
  5. Click the blue Import selected objects button and wait for the sync to complete.
    ℹ️ It may take a few minutes if you are importing a large number of objects.
  6. When the sync finishes, you will see a confirmation message at the bottom of the screen: Object import complete! You will then be redirected to the Dictionary page.
  7. Click the Objects header to view the objects you imported.
  8. Click an Object name or the Fields (#) count to the right to view the related content.
ℹ️ What happens after a re-sync:
  • New objects will appear in the Manage Objects section (accessible from Integrations).
  • New fields belonging to previously imported objects will appear as new terms in Spekit.
  • Make sure to turn on Spek mode to view these terms.
  • New picklist values for already-imported picklists will be automatically imported.

 

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