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Salesforce integration

Connect Salesforce to every customer workspace.

Dock is the collaboration layer between your CRM and your customers.

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Salesforce · Acme Enterprise

acme.lightning.force.com/opportunities

Personalize and automate workspaces with CRM data
Keep Salesforce current with two-way field sync
See Dock engagement in Salesforce
Measure impact with Dock and Salesforce reporting
Power AI agents with Salesforce deal data
Sync order forms & CPQ

Personalize every workspace from the Salesforce record

Use any Salesforce field to populate your sales and onboarding workspaces—that update as the record changes.

Choose which fields sync with Dock

Pick the account and opportunity attributes that flow into Dock: names, owners, logos, key dates, amounts, and any custom field.

Add dynamic Salesforce fields to any workspace

Automatically populate sales and onboarding workspaces with Salesforce fields—and keep them current as the record changes.

Build action plans off Salesforce dates

Set task due dates relative to key dates in Salesforce—like close date, contract start, and kickoff.

Automate workspace creation & updates from Salesforce

Use Salesforce data as an automated trigger for what happens in your sales and onboarding workspaces—so reps don’t have to lift a finger.

Trigger workspace creation

Create and publish a workspace when a Salesforce opportunity matches your criteria.

Tailor workspaces to any Salesforce field

Show or hide pages, sections, and tasks based on deal stage, account industry, or any other field on the record.

Auto-assign workspace owners

Pull workspace owners and editors straight from Salesforce user fields.

Keep Salesforce current, automatically

Engagement flows into the CRM, and reps update fields from Dock.

Salesforce · Acme Enterprise

acme.lightning.force.com/opportunities

Use Salesforce data as a source for Dock AI

Any Dock agent you build can draw on Salesforce data to answer questions and draft content grounded in the actual deal.

Summarize deal activity

Across the CRM & workspace—amount, stage, key dates, owner, firmographics, next steps, and contacts.

Generate business cases

And personalized content, grounded in the actual deal record.

Draft follow-ups

From live account data, ready to send after every call.

Measure impact with Dock and Salesforce data

Tie workspace and content engagement to Salesforce deal data, so you can see what’s moving deals and influencing revenue.

Show reps which deals to work

Combine Salesforce fields with Dock workspace engagement in a single dashboard, so reps know where to focus their attention.

Tie Dock engagement to revenue

Pull Salesforce opportunity data into Dock reports to see the impact of workspaces and content on key revenue metrics.

Improve lead scoring and forecasting

Send Dock engagement to Salesforce to sharpen your scoring models and customer health scores.

Sync CPQ & order forms

Build quotes from your Salesforce product catalog, and send the signed Dock order form back to Salesforce.

Line items push to Opportunity Line Items

Products map to Salesforce Pricebooks.

Deal terms write onto the Opportunity

As fields, ready for reporting and approvals.

Signed PDFs attach to the record

The signed Dock order form lands on the Salesforce record automatically.

Salesforce,
answered.

Need more information?

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Does Dock integrate with Salesforce?+

Yes. Dock has a native two-way Salesforce integration. Account and opportunity data flows into Dock workspaces, and buyer activity, field updates, and signed order forms flow back onto the Salesforce record.

How do I connect Dock to Salesforce?+

A Salesforce admin connects the two in Dock's integration settings. Setup runs in two parts: connecting the accounts and mapping fields, then turning on the pieces that write back to Salesforce — the workspace link and activity sync.

Which Salesforce objects does Dock connect to?+

Accounts, Opportunities, and Contacts. A Dock workspace links to an account and, optionally, to a specific opportunity — which is what lets Dock pull the record in and push activity back.

What Dock activity shows up in Salesforce?+

Workspace views, file downloads, link and embed clicks, and action plan events like task completions, status changes, and due date changes. Each lands as a Task on the account or opportunity. Views of library assets outside a workspace sync too, as long as the viewer is already a contact in Salesforce.

Can I control which fields sync, and in which direction?+

Yes. You map Salesforce fields to Dock fields on the Account and Opportunity objects, and you set the direction per custom field — into Dock, back to Salesforce, or both.

Can reps update Salesforce from inside Dock?+

Yes. Reps edit mapped fields from the workspace or from Dock's internal tab, and the changes sync back to Salesforce. Customers can update certain fields too, if you allow it.

Will Dock create duplicate contacts?+

No. When someone enters their email to view a workspace, Dock checks Salesforce first. If a contact with that email already exists, Dock uses it. If not, Dock creates one.

Can workspaces be created automatically via Salesforce?+

Yes. Automation rules create and publish a workspace when an opportunity matches your conditions — a stage change, a field value, or a trigger field like a "Create Dock?" checkbox you flip with Flow Builder. Owners and editors come from Salesforce user fields.

How do Dock order forms sync back to Salesforce?+

When an order form is published and signed, the line items become Opportunity Line Items mapped through Salesforce Pricebooks, the terms write onto the opportunity as fields, and the signed PDF attaches to the record. Tiered pricing pushes each tier as its own line item, and line-item discounts carry over.

How does Dock AI use our Salesforce data?+

Every workspace connected to an account carries a summary of the deal record, and Dock AI agents draw on it alongside workspace activity, meetings, and emails — so answers and drafts reflect the real account.

Can Dock engagement data be used in our scoring and forecasting models?+

Yes. Because activity lands on the record as structured data, you can feed it into lead scoring, forecasting, and customer health scores alongside everything else in Salesforce.

Can we connect Dock with a dedicated Salesforce integration user?+

Yes, and it's the recommended setup. Instead of connecting through someone's personal login, you create a Salesforce Integration user, assign it a Dock-specific permission set, and connect as that user. Dock's API calls then run with exactly the permissions you granted — nothing more.

What Salesforce permissions does Dock need?+

Read on Account, Opportunity, Contact, and User, plus API Enabled. Add Edit where you want Dock writing back to fields, Create on Contact if you're using contact sync, and Create on Task if activity sync is on. You grant field-level access only on the fields you've actually mapped.

Do we have to map every field manually?+

No. Dock pulls in standard Salesforce fields for Accounts and Opportunities automatically. Mapping is a review step — change anything that doesn't match your setup, and add your custom fields.

Does Dock integrate with HubSpot too?+

Yes. Dock has a native HubSpot integration with the same core capabilities. See the HubSpot integration →

Which Dock plans include the Salesforce integration?+

Salesforce syncing starts on the Standard plan. Custom field mapping and order form line item sync come with Premium, and workspace automation rules are available on Enterprise. See the pricing page for full details.