Connect Dropbox Sign to Salesforce

To be able to send signature requests from Dropbox Sign for Salesforce,  you must turn on the connection to Dropbox Sign.

In this article, you can find step-by-step instructions on how to connect Dropbox Sign for Salesforce, and a few common errors and possible solutions.

How to connect Dropbox Sign for Salesforce

Before connecting Dropbox Sign for Salesforce, learn more about Dropbox Sign and Salesforce user considerations.

To connect Dropbox Sign to Salesforce:

1. Go to the Settings tab.
2. In the Quick Access page, click Connect.
3. When prompted, log in to Dropbox Sign. 
   • Your Salesforce email (not your username) and Dropbox Sign email must match. 
   • If you're not prompted to log in, it's likely that you’re already signed in to Dropbox Sign.
4. Return to the Quick Access page.

Troubleshooting connection errors on Dropbox Sign for Salesforce 

Salesforce is unable to connect to Dropbox Sign

• Ask your system admin to check the connection on the Dropbox Sign Settings page.
• If you're seeing this message after trying to send a signature request or when performing any other action on Salesforce, ask your system admin to reconnect, as follows:
  1. Go to the Dropbox Sign Settings tab.
  2. Click Connect.
  3. Log in with the same connected user as before.

Looks like an Unexpected error has occurred 

• Make sure that the user you're trying to connect has the HelloSign_Admin permission set assigned. Learn more about the HelloSign_Admin permission set.
• If you have more than one user sharing the same email address on Salesforce.com, make sure you’re logged in with the user that has the permission set assigned.

Insufficient privileges

• Make sure that the user you're trying to connect has the HelloSign_Admin permission set assigned.
• This error can also happen if you’re logged in as the user you’re trying to connect with. You must use the email and password login method on Salesforce and try connecting again.
• You can also check if you have access to all VisualForce pages, as this could be one of the causes for this error. Learn more about insufficient privileges.

Your Dropbox Sign account seems to be logged in with the wrong email address

• Make sure you're logged in with the same email address on Dropbox Sign as you’re logged in with on Salesforce.
• If you still receive this error message after confirming that you're logged in with the same email address on Dropbox Sign as you're logged in with on Salesforce, try using an incognito/private browser in case there's a session issue with the browser.
• Lastly, check your email and username in the user profile settings in Salesforce, and make sure there’s nothing different in it like a space or upper case letters.

If, after trying these steps, you’re still unable to connect, contact our support team.