Dock

Benefits to Dock's Salesforce integration

Why Integrate Salesforce?

Initial configuration and field mapping between Salesforce and Dock

Initial Set Up of the SFDC Integration

Advanced configuration for the Dock and Salesforces sync

Finalizing the Salesforce Integration

How to leverage automation rules with SFDC

Dock Automation with Salesforce

How to control what Salesforce accounts show up in Dock

Salesforce account filters

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Intro to Dock

Getting Started

Admin Quickstart Guide

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