Salesforce account mapping in Dropbox DocSend

Once enabled, the DocSend Salesforce integration can be used to link DocSend and Salesforce accounts. After linking a DocSend account to Salesforce, related visits, link creations, and Space creations will sync to the account in Salesforce. 

• Selecting a Salesforce account will automatically create a DocSend account with the same name.
• If a DocSend account shares the name with a Salesforce account, selecting the Salesforce account will link both accounts.
• If the name already exists but is linked to a different Salesforce account, DocSend will create a new account with a “(1)” appended to the name.

Linking a Salesforce account from the Accounts page

1. Click Accounts.
2. Click Link to a Salesforce account.
3. Type the account name in the search bar.
4. Click Link to selected account.

1. Click ☑ (more options).
2. Click Edit Salesforce link.
3. Search for the new account name.
4. Click Link to selected account.

To unlink a Salesforce account:

1. Click ☑ (more options).
2. Click Unlink from Salesforce.

Syncing with Salesforce

DocSend syncs new link visits immediately, then every 10 minutes while the visit remains active. If the visit ends sooner, it will sync twice at most.