The information in this article applies to admins on Dropbox Standard, Business, Advanced, Business Plus, and Enterprise.
Important note: On October 14, Dropbox for Salesforce will no longer be supported. The tool may not be immediately removed, however, we cannot guarantee its availability past this date. Learn more about Dropbox for Salesforce end of support.
These steps must be completed in order. Click each step for full instructions.
Note: Once connected, the Dropbox Connection Settings will show the username and team name (Dropbox team accounts only).
To share the "Salesforce Documents" folder with your team, you’ll first need to generate this folder in your Dropbox account.
After creating the "Salesforce Documents" folder, you can share it with the rest of your team:
The users must accept your invitation before Dropbox for Salesforce will work.
Learn more about advanced admin settings for Dropbox for Salesforce.
You can uninstall Dropbox for Salesforce at any time. Before you uninstall Dropbox for Salesforce, make sure to remove any linked page layouts, custom Visualforce pages, or triggers.
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