Overview
We understand how much valuable data lives in your CRM! That's what we allow you to create and map custom fields from your CRM (Salesforce or Hubspot) and Dock. Syncing over custom field information can help save your team time and provide a more tailored workspace experience for your customers.
These can be valuable for a couple of different reasons:
1 — You can pull over fields to the Dock internal view for your rep to view (or even update) directly within our system. You can even make them bidirectional so that they can be updated from Dock, but sync over to your CRM. For example, updating a next steps field:
2 — To reflect fields to the customer information. For example, their products purchased, renewal date, etc. This is most often leveraged for onboarding use cases. By adding in these fields to the template and mapping them from your CRM, they are automatically populated once the workspace is created.
There are three general steps to mapping & configuring custom fields:
Step 1: Create the custom fields in Dock (*make sure they match what's in your CRM).
Step 2: Within your integration settings, map those fields to Salesforce or Hubspot.
Step 3a: Go to your template settings and select the custom fields you'd like to reflect on any internal view. These will appear on workspaces created from this template.
Step 3b: (Optionally) Navigate to your template and add the dynamic variable(s) that relate to those custom field(s) as you build out the content. This is if you want to include the values of the fields within the workspace itself, on pages.
For more information on step one, click here!