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Connecting Salesforce CRM to Docket for AI Seller

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Written by Fadhil Faisal
Updated yesterday

Docket’s Salesforce integration syncs AI-driven prospect conversations into Salesforce to create Leads, Notes, and Events as well as attach Notes/Content Notes and Events.

PREREQUISITES

  • Admin seat in Docket — required to manage integrations

  • Salesforce edition with API access (Enterprise, Unlimited, Performance, Developer, Professional) — required

  • OAuth credentials with API Enabled — required for authentication

  • System Administrator or Integration User — recommended for full access

  • Read access to Account, Contact, Lead, Opportunity objects — required for ingestion

  • Write permission to Account, Contact, Opportunity, Leads, Note, and Event - is required

  • Enable either Notes or Content Notes depending on your page layout

INTEGRATION PROCESS

  1. Accessing the Salesforce Integration in Docket

    • Navigate to Settings, Integrations, Salesforce CRM, then click Connect.

    • Select Production or Sandbox

  2. Authorizing Access

    • Sign in with Salesforce OAuth

    • Select Production or Sandbox

    • Approve API access scope

    • Click Allow

  3. Configuration Options

    • ​​Enable Read and Write for Account, Opportunity, Leads, Contacts

    • Enable Write for Notes, Events

  • Map Docket fields to Salesforce standard or custom fields

    • By default maps to standard Salesforce fields.

  • Enable the checkbox “Create and write ‘Updated By Docket’ as a custom field” for each object to track updates initiated by Docket in Salesforce using a custom field labeled "Updated By Docket."

  • Click Save

4. Initiating Data Sync

  • Docket syncs data from Salesforce every 24 hours

  • Docket pushes updates to Salesforce almost in real time

  • Salesforce to Docket reads refresh every 24 hours

IMPORTANT NOTES

  • Disconnecting and holding data pauses all sync operations instantly.

  • Permanent delete removes ingested data and configuration.

  • Docket respects field and object permissions.

  • Rate limits may delay sync; automatic retries occur.

  • When Content Note and Note are both enabled, the data is written to Content Note.

For additional assistance or troubleshooting, contact [email protected].

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