My kids (especially the youngest) like to holler, “MOooooOOOMMMMM!” from downstairs and the other side of the house when they need help with something.
Sometimes it is a genuine need. Other times they are simply being lazy, but usually it’s because they are doing something they haven’t done before and don’t know what to do. Maybe it’s heating something up for lunch or getting started on a project or craft.
I typically respond with my favorite quote from Alice in Wonderland:
Read the directions and directly you’ll be directed in the right direction!Lewis Carroll, Alice in Wonderland
Insert groans. I mean, really? Who wants to take the time to read the directions?
If you are like me, you have a lot of Salesforce Users (who you love almost as much as your children) who also have issues reading the directions.
But, let’s be honest, writing directions is hard. Keeping the directions up to date as your business changes and your system changes is even harder. So if your users say things like ‘What directions?’ or ‘Those screen shots are really old, is this the latest version?’, don’t feel bad. It’s a common struggle for even the savviest of Salesforce Admins!
And while I can’t help you train your children to read the directions, I can tell you about an app we found that can help you get your users the information they need about fields, objects, and business processes right at their fingertips while they are in the system.
And better yet – the ease of adding/editing/managing this information is second to none! If you haven’t heard of it yet, prepare to have your mind blown!
Spekit is a super fabulous female-owned and operated company formed because the two co-founders felt the same frustrations with documentation and decided to do something about it!
Spurred by low adoption of our new technologies (Salesforce), constantly outdated documentation, slow ramp-up time of new hires and lots of frustration we asked ourselves:
What if we could automatically track process changes in our applications in a centralized location and push training to our users, when and where they needed it?Melanie Fellay, Co-Founder and CEO
Zari Zahra, Co-Founder and CPO
Spekit brings the documentation directly where your users need it while also making the documentation process itself SO FREAKING EASY!
Like, literally. I’m not kidding. You can be working in Salesforce and one of your users asks you what they should put in a certain field. With Spekit, and your two pointer fingers, you can hover over the Spek icon on your screen, click the edit button and pound out the information like a pigeon getting her dinner on!
Or even better, you can assign an Expert and let someone else (maybe the process owner) be responsible for the information presented to the user!
I could add lots of screenshots and stuff, but can go even one better on you – you can try it out for FREE! Yep – you read that right. Check it out and see what you think!
Now if we can just figure out how to apply this to our home and kids and we’d all be golden!