# Create deal rooms & onboard customers in Salesforce

Integrate Dock with Salesforce to sync accounts and opportunities, push Dock activity to Salesforce, sync order forms, and improve your forecasting and lead scoring models.

## Sync Salesforce data with Dock

Map fields, opportunities, and accounts between Salesforce and Dock.

Create workspaces from Salesforce accounts, attach the Dock link to the account in Salesforce, and more.

## Personalize workspaces with Salesforce data

Automatically populate sales and onboarding workspaces with dynamic fields—including account and customer names, logos, emails, key dates, and other Salesforce fields.

## Push Dock activity to Salesforce

See every time your client completes an action in a workspace—like watching a video, completing a task, completing an order form or clicking a link—directly in Salesforce.

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## Sync order forms with Salesforce

Send order form line items, terms, and PDFs from Dock to Salesforce.

Connect your Dock order form products to Salesforce Pricebooks.

## Sync custom CRM fields

Maintain CRM hygiene without leaving Dock. Take CRM notes directly in the Internal workspace tab and sync them with Salesforce.

## Trigger automatic workspace creation

Automate workspace creation based on Salesforce opportunity stages.

## Auto-populate project plans

Automatically set relative due dates on tasks in your project plans based on key dates from Salesforce.

## Measure Dock’s impact on revenue

Pull Salesforce opportunity data into Dock's Reports to see the impact of workspaces and content.

Track sales impact, implementation status, and content’s influence on revenue.

## Use Dock data for lead scoring & account health

Add Dock engagement data to lead scoring models, forecasting reports, and customer health scores.

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