Overview
The Dock <> Salesforce integration not only helps save time with your initial Workspace configuration, but it also plays a part in Order Forms. When an Order form is completed, Dock can attach the completed Order Form and line items to the associated Account or Opportunity record in Salesforce.
What order form data gets sent to the Salesforce Opportunity?
Order form line items will create Opportunity Line Items
Order form terms will get added to the Opportunity as Fields
Order Form PDF (once signed by all parties) will get attached to the Opportunity
When does the data push to Salesforce Opportunity record?
The data pushes after the Order Form has been published (not in draft stage). The push can take up to 5 minutes.
Getting Started
Step 1: Connect Dock and Salesforce. It's important that your Dock account has been connected to Salesforce!
Step 2: Turn on the order form sync.
Navigate to the opportunity tab on the integration page. From the right side bar, toggle on Sync Order Forms with Salesforce.
When this toggle is activated, we'll enable the ability to link Dock Products with Salesforce Pricebooks.
Step 3: Connect Products to Salesforce Pricebooks.
Navigate to the product within Dock and then select the Salesforce Pricebook. This is an important step in order to populate line items on the Opportunity!
Important Note! Salesforce only lets users have ONE pricebook per opportunity. We typically recommend that you link all products to the same SFDC Pricebook!
Creating Order Forms that Sync with Salesforce
After you've completed the admin setup, here's how the Order Form Sync will work with Salesforce:
Step 1: Connect the Workspace to the Account & Opportunity record.
The Account & Workspace related to the order form needs to be connected with the Salesforce Account & Opportunity records. This will happen in the flow of creating the workspace.
Step 2: Creating the order form.
When creating the order form, select products.
We recommend that RevOps teams keep close control of the products setup in Dock and only show the products that are connected to Salesforce Pricebooks in order to create any confusion from within the team. That helps ensure that order form line item data gets pushed to SFDC!
Line Item Discounts in Dock
Line item discounts are possible and can be synced back to SFDC. When clicking a product, the discount field is available and you can input whatever discount you'd like to add. See the discount field in the above screenshot.
That being said, Salesforce & Dock do not support the ability to provide a total discount (or tax) on the overall order form. This is due to limitations around Salesforce's architecture.
Step 3: Order Form data will flow back to Salesforce
Once the order form is published, the order form data will get pushed back to Salesforce.
Opportunity Line Items
For any line item in the order form with an associated Pricebook in the product library, Dock will create a line item on the opportunity.
List price = price in the product library
Sales price = price in the product library
Total price = (sales price x quantity) - discount
Please note: to get discounts to show up on the opportunity line item record, you'll need to update the layout in Salesforce settings.
When the opportunity line items are added, the Opportunity total will automatically update.
Terms
Dock creates a section on the opportunity record with all of the different order form terms.
Attached PDF
Finalized order forms (signed by all parties) will be automatically attached to the SFDC record.
Tiered Pricing
Dock can push tiered pricing products to Salesforce. Each tier and pricing model will be a separate line item.
Here's what it looks like in Salesforce:
Additional Considerations
Discounts
Only line item discounts work with the Salesforce integration. When the integration is turned on, Dock automatically prevents the user from adding a discounts on the Total.
Taxes
When the integration is turned on, Dock automatically prevents the user from adding a Tax on the Total.
Custom line items
Dock will only push line items to Salesforce that have an associate Pricebook. This means that "custom line items" will not get pushed as an Opportunity Line Item in Salesforce.
Overwriting Existing Line Items on Opportunity
When a new order form is created and synced with an opportunity, Dock will overwrite any line items that already exist on the Opportunity.
Creating an order form with products that don't have a Pricebook
Products that don't have a Pricebook tied in the Product library won't get pushed to the Opportunity Line Items.
Scenario to consider: You create an order form with some Products that are synced with Salesforce and other products that are not synced with Salesforce.
In this scenario, Dock will still let you create and publish an order form, but only the connected products (with a pricebook in the product library) will get pushed to the opportunity line items.