In the article below, we'll walk you through how to configure the integration between Dock and Salesforce.

Step 1: From the home screen, click Settings on the lefthand nav bar.

Step 2: Beneath Data and integrations > select Integrations.

Step 3: Select Salesforce.

Step 4: Click Turn on Integration > Connect to Production.

Step 5: Login to Salesforce account. If you're already logged in, then you don't need to do anything.

By simply turning on the integration, Dock will have access to your accounts in Salesforce. This helps reps more quickly create workspaces as they'll be able to simply type in the name of the account and opportunity and it will easily pop up for them to tie to!