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 link. You can do it on the Account or Opportunity object.

Step 2: Toggle on the Dock Workspace setting.

Step 3: Add the newly created field to map with the Dock Workspace.

Dock will push analytics and plan activity to Salesforce Tasks.

Step 1: Select record for analytics— Accounts and/or Opportunities

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

When you're done, click Confirm and you'll start to see this data in Salesforce! 🎉

Here's what it looks like in Salesforce:

​