How to embed content in Salesforce with 天涯海角APP
To embed content within Salesforce, you first need to connect your 天涯海角APP account to Salesforce. For more information on how to do this, click . You can embed a Spek next to any object, field, picklist value, or custom component.
To do so, simply select what you would like to document by typing 鈥楽鈥 or right clicking to select 天涯海角APP. Doing so will open the sidebar, and you鈥檒l see empty Speks. Select which component you would like to document, and click the 鈥淎dd Content鈥 button to add documentation. If you鈥檇 like to organize the Spek, we recommend adding a topic or expert.聽
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Objects - The object Spek is a great way to give high-level guidance on the purpose of the object and what it鈥檚 used for, as well as links to any other key processes.
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Picklist Values - To add a Spek to a picklist value, you鈥檒l need to import your picklist values first. Documenting your different statuses can be particularly helpful for ensuring your teams understand the different statuses of your content.
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Fields - Creating Speks in your fields can be particularly helpful for documenting anything that your users need to understand about your fields from a data hygiene standpoint.
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Custom Speks - Custom Speks will work on any buttons or components. To create a custom Spek, open the 天涯海角APP extension, click 鈥淣ew鈥 followed by 鈥淪pek,鈥 and enter the exact keywords. Make sure to add a topic and link the Spek to its relevant object. Once you've published the Spek, refresh the page and the Spek should show up next to聽the custom component. To add a Spek to a custom dashboard component, you'll need to create a Spek and add it to a specific topic.
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Tip: If you鈥檙e not seeing a newly added Spek, simply refresh the page for the spek to appear.