Dropbox for Salesforce: Admin setup

The Dropbox for Salesforce integration allows teams to access and share their Dropbox files within Salesforce. You must be on a Dropbox Business plan to use the Dropbox for Salesforce integration

How to set up Dropbox for Salesforce

These steps must be completed in order. Click each step for full instructions.

1. Install Dropbox for Salesforce.

  1. Go to the Dropbox for Salesforce listing.
  2. On Dropbox for Salesforce, click Get It Now.
  3. Choose where you’d like to install Dropbox for Salesforce.
    • Installing in your production environment gives access to all your end users
    • Installing in a sandbox creates a copy of production, which you can use to test new apps
  4. Check the box to agree to the terms and conditions, and then click Confirm and Install.
  5. Click Continue.
  6. On the page “Step 1. Approve Package API Access," click Next.
  7. On the page “Step 2. Choose security level," select a security level, and click Next.
  8. On the page “Step 3. Install Package," click Install.

2. Connect and configure Salesforce to Dropbox.

  1. Sign in to the Salesforce website.
  2. Select the Dropbox Options tab from the Salesforce App Launcher.
  3. Click Connect to Dropbox.
  4. You should be redirected to dropbox.com; click Continue.
  5. If you're using Dropbox Business, you can choose to connect the rest of your team. This works by matching the email address in the Salesforce user table with the user email address in Dropbox.
    • If you decided not to link your team, members will be prompted to connect their Dropbox account when visiting a page in Salesforce. This prompt will only appear once.
  1. When prompted, select Create Remote Site Setting.
  2. Next, configure your page layouts by selecting Update Layouts. This will add the Dropbox component to the Account, Contact, Case, Opportunity, and Lead objects page layouts.

Note: Once connected, the Dropbox Connection Settings will show the username and team name (Dropbox Business only).

3. Share the Salesforce Documents folder.

To share the Salesforce Documents folder with your team, you’ll first need to generate this folder in your Dropbox account.

  1. Go to a record that has Dropbox for Salesforce enabled.
  2. Upload a file from your computer to the Dropbox for Salesforce widget via drag and drop or the Add Files button.
  3. This file will upload to Dropbox, and the Salesforce Documents folder will be created in your Dropbox account.

After creating the Salesforce Documents folder, you can share it with the rest of your team:

  1. Sign in to dropbox.com with the same account you used to set up Dropbox for Salesforce.
    • If you’re unsure which account is connected, click Dropbox Options. At the top of the page, under Dropbox Connection Settings, you can see who you are Connected As.
  2. Click Share.
  3. Enter the email addresses of the colleagues you wish to share the folder with, and then click Share.

The users must accept your invitation before Dropbox for Salesforce will work.

Learn more about advanced admin settings for Dropbox for Salesforce.

How to uninstall Dropbox for Salesforce

You can uninstall Dropbox for Salesforce at any time. If you have linked Dropbox for Salesforce to page layouts or have created custom Visualforce pages or triggers, those will need to be removed prior to uninstalling.

  1. Sign in to the Salesforce website.
  2. Select the Dropbox Options tab in Salesforce.
  3. Reset Dropbox for Salesforce.
  4. Sign in to the Dropbox website.
  5. Delete the Salesforce Documents folder.
  6. Return to the Salesforce website, and click Setup.
  7. Under the App section, click Installed Packages.
  8. Find Dropbox for Salesforce, and click Uninstall.
    • Choose whether you'd like to temporarily save a copy of the Dropbox for Salesforce application's data (48 hours)
  9. Follow the onscreen instructions, and then click Uninstall.

How to update your Dropbox for Salesforce integration

To update to the latest version:

  1. Go to the Dropbox for Salesforce listing.
  2. Click Get It Now and follow the installation steps.

 

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