Overview
Once you've completed the initial set up of the SFDC integration, you're ready for part II. In the article below we'll walk you through more advanced settings you can configure. Examples of what's possible:
Sync order forms created in Dock to Salesforce
Push activity from Dock to Salesforce
Auto-create contacts in SFDC based on who visits your Dock spaces
Pull in email logs to Dock (to leverage in AI)
Highly recommended: Push over the workspace URL to a field in Salesforce
Accounts Settings
Sync order form PDFs over (recommended if you're using order forms)
Push workspace activity from Dock to the account object in SFDC. Toggle on/off the activity types you'd like. Learn more below.
Opportunities Settings
Sync order form line items over (recommended if you're using order forms)
Push workspace activity from Dock to the opportunities object in SFDC. Toggle on/off the activity types you'd like. Learn more below.
Contacts Settings
Enable Dock to create contacts in SFDC.
Push workspace activity from Dock to the contacts object in SFDC. Toggle on/off the activity types you'd like. Learn more below.
How does contact creation work?
This is based on email-matching when someone inputs their email in Dock to view a workspace. Example flow:
Customer inputs their email to view the space
Dock sends that to SFDC
If a contact exists in Salesforce with that email, no contact will be created
If a Salesforce contact does not exist, we'll create the contact
About the Workspace Activity Sync
Where does it live in Salesforce?
Dock will push analytics and plan activity to Salesforce Tasks. Here's what it looks like in Salesforce:
What activity gets synced?
Workspace viewed
File downloaded
Embed interaction
Link interaction
Project plan - New task created, Task completed, Task Uncompleted, Status updated, Task deleted, Due date changed, Start date changed, Project plan comment, Assignee added, Assignee removed
Views of a library asset (outside of the workspace), if the contact already exists in SFDC
Highly recommended: Sync Workspace URLs
You can create a field in Salesforce that ingests the Dock Workspace URL. That way every space that gets created by the rep has the customer-facing link pushed to your CRM.
This is highly encouraged for the following reasons:
It will allow your team members in Salesforce to quickly jump into Dock and see what spaces exist.
It sets up future reporting for your team to best understand engagement for your customers who have a Dock workspace vs. those who do not.
Step 1: In Salesforce, create a SINGLE-TEXT field for the Dock Workspace URL.
You can do it on the Account OR Opportunity object.
Don't let the "workspace URL" wording fool you— it needs to be created as a single-text type field.
Step 2: In Dock, click into your Data & integrations > Workspaces (under Objects) and map the field.
You'll see it listed as a URL at the top:
Click Edit to map:
Step 2: Navigate to your Objects > Workspaces settings.