Learn how to set up Salesforce Lightning and troubleshooting tips and procedures. Ensure you have the Chrome Extension installed and you are logging in. You must have Account Admin-level access to create content in Salesforce.
How to install the Spekit Lightning Component
Prerequisites:
- Your company already has configured its Salesforce My Domain name.
- In Salesforce, your profile is System Administrator, or you have the Download AppExchange Packages permission on your Salesforce profile.
1.) Click to install the Spekit Lightning Component.
2.) Click Install for All Users (Install a Package - Salesforce guidance).
3.) Click Install.
4.) The installation process in Salesforce will inform you that it’s Installing and granting access to all Users.
5.) Click Done.
6.) Salesforce will send you a confirmation email of a successful installation of the Spekit managed package.
How to add the Spekit Lightning Component to the Home page
Prerequisite:
- In Salesforce, you have the Customize Application permissions on your profile.
From the Installed Packages screen (post-managed package install):
1.) In the top left corner of the screen, click the App Launcher.
2.) Click Sales from the list of options (Please keep in mind, you can enable Search Spekit on Service too).
3.) The previous step will take you to the Home page for the Sales.
4.) Click the gear icon.
5.) Click Edit Page.
6.) The screen will reload, and you will now be in the Lightning App Builder for the Home Page Default.
7.) Look on the left side list of Components.
8.) Look down the list under the section of the Components list for Custom-Managed (1)
9.) Left click and hold on Search_Spekit
10.) Drag and drop Search_Spekit on the Home Page Default layout in the location indicated in the screenshot below.
After you drag and drop the Search_Spekit component, it should look like the screen below.
11.) On the top right of the page, click the blue Save button.
12.) A Page Saved prompt will appear.
13.) Click the blue Activate button.
14.) A prompt will appear for Activation: Home Page Default.
15.) Click the Assign as OrgDefault button under the heading of ORG DEFAULT.
Note: Please keep in mind that this will depend on the org's configuration, so the Admin can make the choice that makes the most sense for their Salesforce org.
Note: Please do not click the blue Close button.
16.) The screen will show Review Assignments (1) for what you selected.
17.) Click the blue Save button.
18.) Click Back to return to the Home screen.
If you encounter an issue where the Spekit Lightning Component does not appear on the Home page, please look at your web browser to see if you’re being prompted to accept pop-ups from your Salesforce custom domain.
- Click on the right side of the address bar (the example shown below is Google Chrome).
- Click on Pop-up blocked.
- Click in the circle to the left of the Always allow pop-ups.
- Click Done.
- A pop-up will appear in your browser asking: Do you want to allow access for <your email address>
- Click the Allow button.
19.) The Spekit Lightning Component will load on the Salesforce Home page.
How to add the Spekit Lightning Component to the Utility Bar
Prerequisite:
- In Salesforce, you have the Customize Application permissions on your profile.
From Setup:
1.) Type App Manager in the Quick Search.
2.) Click App Manager.
Look for a row to select any Lightning App. For example, I am using Sales.
- App Name: Sales
- Developer Name: Lightning Sales
- App Type: Lightning
3.) At the end of the row, click the ▼ to show the drop-down.
4.) Click Edit.
Lightning App Builder:
5.) Click Utility Items (Desktop Only).
6.) Click Add Utility Item.
7.) Click in the search box.
8.) Type the word search.
9.) Click to select Search_Spekit under the Custom – Managed (1) header.
Search Spekit:
10.) Label – remove the underscore _ between the words Search and Spekit.
11.) Icon – click the x and locate the Search icon.
12.) Panel Width – set it to 440.
13.) Panel Height – set it to 540.
14.) Click Save.
15.) Click Back. The screenshot below shows what your screen should look like.
Clicking Back in the previous step returns you to the Lightning Experience App Manager page.
16.) Click the App Launcher.
17.) Click Sales.
Salesforce might prompt you to allow access the first time Search Spekit loads.
- Please check your browser to ensure pop-ups are allowed from your Salesforce org.
- Click the blue Allow button.
Sales – Home:
18.) Click Search Spekit to open the Utility Bar view.
19.) Click the highlighted icon to minimize Search Spekit.
20.) Click the highlighted icon to pop Search Spekit out on the side.
21.) Click the highlighted icon to pop Search Spekit back into the page.
What to do when app.spekit.co refused to connect?
Situation: app.spekit.co refused to connect.
In Google Chrome:
1.) Copy & paste this link into the address bar: chrome://settings/content/insecureContent?search=site+settings
- Locate the header for Insecure content
- Scroll down to Allowed to show insecure content
- Locate the Add button to the right of Allowed to show insecure content
2.) Click Add.
3.) Enter: [*.]app.spekit.co
4.) Click Add.
The result should look like this:
5.) Close all tabs of Google Chrome and start a brand-new browsing session.
6.) Open Salesforce, and the Spekit Lightning Component will appear properly now.
How to create the Spekit Lightning Component tab-Mobile-iOS
Prerequisite:
- In Salesforce, you have the Customize Application permissions on your profile
From Setup
In Quick Search
1.) Type tabs.
2.) Click Tabs.
- Look for the Lightning Component Tabs header.
3.) Click New.
New Lightning Component Tab
4.) Lightning Component: click to select Spekit: Search Spekit.
5.) Tab Label: Search Spekit.
- Hit the tab key on your keyboard, which will automatically populate the Tab Name field.
6.) Tab Name: Search Spekit.
7.) Tab Style: click the search magnifying glass and click to select the Jewel.
8.) Click Next.
9.) If necessary, click to select the Salesforce profiles you want to be able to access the newly created tab.
10.) If no changes are needed, click define.
Edit Sales App Navigation Items
11.) Click the pencil icon in the top right-hand corner of the screen.
12.) Click the Add More Items button.
Add Items
13.) Click in the search box.
14.) Type Spekit.
15.) Locate Search Spekit.
16.) Click the square with the + in it to the left of Search Spekit.
- The square will now appear green with a white checkmark.
17.) Click the blue Add 1 Nav Item button.
Edit Sales App Navigation Items
18.) To the left of Search Spekit, left-click on the ☰ icon.
19.) Hold and drag and drop in the list where you wish to place Search Spekit.
20.) Click the blue Save button.
Open the Salesforce app on your mobile device.
(The example below is shown on the iOS Salesforce app on the iPhone 11 Pro Max)
How to: Add the Spekit Lightning Component to any object
Prerequisite:
- In Salesforce, you have the Customize Application permissions on your profile
From Setup:
1.) Click on Object Manager.
2.) In the search on the right, type Account - Keep in mind this search can be whatever object you’re adding Spekit Search to.
3.) Click on the object name - my example below is Account.
From the object you clicked on in the search result - the example below is Account.
4.) Click Lightning Record Pages.
5.) Click on the object record page to which you want to add Spekit Search.
6.) Click Edit.
Lightning App Builder
5.) Left-click, hold Search_Spekit, and drag and drop Search_Spekit on the Account Record Page.
6.) On the top right of the page, click the blue Save button.
7.) Click the blue Activation button.
Activation: Account Record Page (the title of this page will vary based on the object you're setting up). Look under the APP DEFAULT header.
8.) Click the white Assign as App Default button. Please keep in mind that this will depend on the org's configuration, so the Admin can make the choice that makes the most sense for their Salesforce org.
Select Apps:
- Look under the column showing Lightning Apps (#)
- Locate the empty checkbox to the left of the Sales
9.) Add a checkmark in the checkbox.
10.) Click Next.
Select Form Factor Under the FORM FACTOR header.
11.) Click to select one of the three options (For the example below, I selected Desktop and phone).
12.) Click Next.
Review Assignments (#) What shows under Review Assignments depends on what you selected in the previous step (In my example, you can see (2) form factors, Phone & Desktop, however, you can opt to use the form factor(s) to fit your needs).
13.) Click Save.
The Spekit Lightning Component will now appear on all Account records (If you want the Spekit Lightning Component to appear on other object records, just follow the previous steps for that object).
How to register your Salesforce My Domain
Prerequisite:
- In Salesforce, your profile is System Administrator.
If your business already has the My Domain setup, click the right arrow for the next step. If not, please visit: How to setup a My Domain - Salesforce.
1.) In Salesforce, Click Setup.
2.) Enter the domain from the Quick Search on the top left.
3.) Click My Domain.
4.) Give your My Domain a name.
With My Domain, you create a subdomain within the salesforce.com domain. For example, the trailhead is a subdomain of the Salesforce domain: trailhead.salesforce.com. With a subdomain, you replace the instance URL that Salesforce assigned you, like https://na30.salesforce.com, with your chosen domain name, like https://somethingcool.my.salesforce.com.
**Check Availability will let you know if the My Domain name you typed is already in use**
**This is a user-visible domain, so any links to Salesforce records will contain the My Domain name**
5.) Click Register Domain.
6.) You will receive an email from Salesforce once the process has been completed.
Note: Salesforce says to please allow at least 10-15 minutes to be available once you have selected a name for your My Domain.
7.) Click the Login button to the right where it says Your domain name is ready. Log in to test it out.
Note: If you have waited between 5-10 minutes and do not receive an email from Salesforce, you can try refreshing the web browser on the Setup | My Domain page you’re already on, and you should now see the [Log In] button that’s is needed for the next step.
8.) A new browser tab will open to the Salesforce Login screen.
9.) Keep the new tab open and click to close the old tab.
10.) A prompt to show notifications from your My Domain Salesforce org will appear.
11.) Click Allow.
12.) In Salesforce from My Domain Step 3.
13.) Click the Deploy to Users button.
14.) When you click Deploy to Users, you will receive a notification from Salesforce.
15.) Click Ok.
16.) When you click Ok in the previous step, you are taken back to My Domain and will now be on Step 4.
How do Spekit icons appear on fields (Lightning Web Component / Visualforce)?
The visual force URL needs to be whitelisted in the Spekit Extension for Spekit icons to appear.
1.) Right-click in the white space on the page.
2.) Left-click View Frame Source. A new web browser view-source tab will open.
3.) Highlight all the Visualforce URLs (omit view-source).
4.) Open a new browser tab and paste the URL you just copied into the address bar and hit enter. The Lightning Web Component / Visualforce screen will load up. Keep in mind all that is loading here is the actual Visualforce page.
5.) Open the Spekit Chrome Extension.
6.) Click Settings (bottom right).
7.) Click the slider for Domains Enable help text icon on. The screen in the current tab will refresh.
How to hide Spekit icons in the Salesforce Developer Console
Please follow the three steps below to hide the Spekit icons so they do not show up in the developer console.
1.) Click the Spekit Dock to open the sidebar in the developer console window.
2.) Click Settings.
3.) Click the toggle slider (make it gray) on the same line it says Show help text icons. The screen will automatically refresh.