How to connect Salesforce to Dropbox Dash

You can connect your Salesforce account to Dropbox Dash to easily access and search features such as accounts, contacts, leads, and reports right within Dash.

This requires OAuth authentication to ensure Dash only retrieves information relevant to your data, giving you full control over what Dash can access.

Requirements

To connect Salesforce to Dash, make sure you meet the following requirements:

• Admin approval: If Salesforce isn’t listed in your Apps, contact your admin. Learn more about admin approval.
• Authorization: You must authorize Dash in Salesforce.
• Active account: You need an active account with Salesforce.

Integration features

For Salesforce, Dash captures the following details:

• Accounts: Organizations or persons involved with your organization.
• Users: Dash ingests user data to help display metadata about the ownership of your Salesforce records.
• Opportunities: Sales or pending deals.

API permissions

When connecting Salesforce to Dropbox Dash, Dash requests the following authorizations:

• API: This permission allows Dash to access your Salesforce data so it can retrieve Opportunities and Accounts successfully.
• ID: This permission allows Dash to confirm your identity in Salesforce and ensures that only the data you have access to is searchable through Dash.
• Refresh token: This permission allows Dash to keep a continuous connection to Salesforce so your data stays automatically updated.

How content syncing works

• Content sync starts as soon as you connect so you can start searching while sync is in progress.
• Dash performs a full sync of your Salesforce content every 7 days and an incremental sync every 8 minutes.

How to locate your Salesforce admin

1. Log in to Salesforce.
2. Click Setup.
3. Expand Administration.
4. Click Users.
5. Filter by Admin Users.

How to connect your Salesforce account to Dropbox Dash

To connect Salesforce to Dropbox Dash:

1. Log in to dash.ai.
2. Click Apps near the bottom of the left sidebar.
3. Locate Salesforce in the apps list.
4. Click ①(add) to the right of Salesforce.
5. Enter your Salesforce login credentials, or select a Salesforce account to connect to Dash.
6. Review the permissions requested, then click Allow.

How to remove your Salesforce account from Dropbox Dash

1. Log in to dash.ai.
2. Click Apps near the bottom of the left sidebar.
3. Locate Salesforce in the apps list.
4. Click ① (more options) to the right of Salesforce.
5. Click Disconnect.
6. Click Disconnect in the pop-up window. 
   • Note: You can reconnect the app anytime.

How to check your connected apps

To check what apps you’ve connected to Dropbox Dash:

1. Log in to dash.ai.
2. Click Apps near the bottom of the left sidebar.

You’ll see a list of your connected apps in the Added section, along with their connection status.

Admins: How to connect Salesforce for your team

Before your team members can connect their Salesforce accounts to Dropbox Dash, you’ll need to:

• Enable Salesforce user permissions for connected apps.
• Enable Salesforce in the Dash admin console.

To enable the Salesforce user permissions for connected apps:

1. Log in to Salesforce.
2. Click Setup, then Manage Users.
3. Click Profiles, then the Profile Name.
4. Scroll to Administrative Permissions or General User Permissions.
5. Click Edit, then check the boxes for:
   • Approve Uninstalled Connected Apps
   • Manage Connected Apps
6. Click Save.

To enable Salesforce in the admin console:

1. Log in to dash.ai using your admin credentials.
2. Click your avatar (profile picture or initials) in the lower left.
3. Select Admin console.
4. Click Apps.
5. Click the More apps tab. 
6. Click ①Add to the right of Salesforce.
7. Click Enable Salesforce in the pop-up window.
8. You’ll see a notification that says Salesforce was enabled.

Admins: How to resolve common connection errors

Error: OAUTH_APPROVAL_ERROR_GENERIC

Step 1: Check whether the app is installed

1. In Salesforce, click Setup.
2. Search for and click Connected Apps OAuth Usage.
3. Locate the Dropbox Dash connected app.
4. If Install appears in the “Action” column, the app isn’t installed.

Step 2: Install the connected app (recommended)

1. Click Install for the Dropbox Dash app.
2. Review the installation details.
3. Click Install again to confirm.

Step 3: Control who can use the app

1. Click Setup, then search for Manage Connected Apps.
2. Open Dropbox Dash, then click Edit.
3. Under OAuth Policies, set Permitted Users to one of the following:
   • Admin approved users are pre-authorized (recommended).
   • All users may self-authorize.
4. If using admin-approved users, grant access through the appropriate profiles or permission sets.
5. Save your changes.

Step 4: Verify installer permissions (for install or testing)

1. In Setup, click Users, then open Profiles (or use Permission Sets).
2. Open the profile or permission set used by the installer or tester.
3. Enable Approve Uninstalled Connected Apps.
4. Save your changes.

Step 5: Retry the connection

Have the user retry the Salesforce connection steps in Dropbox Dash.

Error: OAUTH_APP_BLOCKED

Step 1: Identify where the app is blocked

1. In Salesforce, click Setup.
2. Search for and select Connected Apps OAuth Usage.
3. Locate the Dropbox Dash connected app.
4. Check the Action column to confirm whether the app is blocked.

Step 2: Unblock or allow the app

1. If an Unblock option is available, select it.
   • If not, continue to configure access as described below.

Step 3: Install the app and configure access

1. If the app isn’t installed, select Install and confirm.
2. Click Setup, then Manage Connected Apps.
3. Open Dropbox Dash, then click Edit.
4. Under OAuth Policies, set Permitted Users to:
   • Admin approved users are pre-authorized (recommended).
   • All users may self-authorize.
5. If using admin-approved users, grant access through profiles or permission sets.
6. Save your changes.

Step 4: Retry the connection

Have the user retry the Salesforce connection steps in Dropbox Dash.