Overview
In the article below, we'll walk you through how to configure the integration between Dock and Salesforce.
Please note, you'll need to be a Salesforce Admin to successfully integrate the two!
Initial Set Up
Step 1: From the home screen, click Settings on the lefthand nav bar.
Step 2: Beneath Company > select Integrations.
Step 3: Select Salesforce.
Step 4: Click Integrate.
Step 5: Login to Salesforce account. If you're already logged in, then you don't need to do anything.
Map Fields
Check mapping and adjust, if needed. Dock automatically pulls in standard Salesforce fields for Accounts and Opportunities. If you use different fields, you can always change the field you’re syncing with Dock.
Once the fields are mapped, confirm changes and Salesforce Data will now sync with Dock.
Click here to continue to the final steps of integrating SFDC — pushing data from Dock to Salesforce.