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 how to complete this integration and push Dock workspace links and activity data into Salesforce.

Step 1: In Salesforce, create a field for the Dock Workspace URL. You can do it on the Account or Opportunity object.

Step 2: Navigate to your Objects > Workspaces settings.

Step 3: Click Edit next to the URL field name to link to the field in SFDC.

Dock will push analytics and plan activity to Salesforce Tasks.

Step 1: Navigate to Integrations in the admin panel > click Salesforce.

Step 2: Toggle on/off activities you'd like to push to Salesforce.

Here's what it looks like in Salesforce:

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