The information in this article applies to admins on Dropbox Standard, Business, Advanced, Business Plus, and Enterprise.
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. If you have linked Dropbox for Salesforce to page layouts or have created custom Visualforce pages or triggers, those will need to be removed prior to uninstalling.
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Admins
Admins of Dropbox teams can configure their team members’ Dropbox desktop app preferences using Group Policy Object (GPO). Learn how.
Discover how admins can control the top-level structure in your team space, and learn about managing editing permissions and access to folders.
The team folder manager is a tool for organizing a Dropbox team folder structure. Learn how to create, manage, rename, and archive team folders.
Find out how to customize your Dropbox for Salesforce integration within advanced admin settings. Modify sharing settings, limit access, and more.