How to add Salesforce to Dropbox Dash

You can add 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 add 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 adding 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 add your Salesforce account to Dropbox Dash

To add 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 added apps

To check what apps you’ve added 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 added apps in the Added section, along with their connection status.

Admins: How to add Salesforce for your team

Before your team members can add their Salesforce accounts to Dropbox Dash, you’ll need to enable it in the admin console. To do this:

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.