Dropbox for Salesforce: Admin setup
Updated Dec 12, 2023
The Dropbox for Salesforce integration allows teams to access and share their Dropbox files within Salesforce. You must be on a Dropbox team account to use the Dropbox for Salesforce integration.
How to set up Dropbox for Salesforce
These steps must be completed in order. Click each step for full instructions.
- Go to the Dropbox for Salesforce listing.
- On Dropbox for Salesforce, click Get It Now.
- Choose where you’d like to install Dropbox for Salesforce.
- Installing in your production environment gives access to all your end users
- Installing in a sandbox creates a copy of production, which you can use to test new apps
- Check the box to agree to the terms and conditions, and then click Confirm and Install.
- Click Continue.
- On the page “Step 1. Approve Package API Access," click Next.
- On the page “Step 2. Choose security level," select a security level, and click Next.
- On the page “Step 3. Install Package," click Install.
- Log in to the Salesforce website.
- Select the Dropbox Options tab from the Salesforce App Launcher.
- Click Connect to Dropbox.
- You should be redirected to dropbox.com; click Continue.
- If you're using a Dropbox team account, you can choose to connect the rest of your team. This works by matching the email address in the Salesforce user table with the user email address in Dropbox.
- If you decided not to link your team, members will be prompted to connect their Dropbox account when visiting a page in Salesforce. This prompt will only appear once.
- When prompted, select Create Remote Site Setting.
- Next, configure your page layouts by selecting Update Layouts. This will add the Dropbox component to the Account, Contact, Case, Opportunity, and Lead objects page layouts.
Note: Once connected, the Dropbox Connection Settings will show the username and team name (Dropbox team accounts only).
Learn more about advanced admin settings for Dropbox for Salesforce.
How to uninstall 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.
- Log in to the Salesforce website.
- Select the Dropbox Options tab in Salesforce.
- Reset Dropbox for Salesforce.
- Log in to the Dropbox website.
- Delete the "Salesforce Documents" folder.
- Return to the Salesforce website, and click Setup.
- Under the App section, click Installed Packages.
- Find Dropbox for Salesforce, and click Uninstall.
- Choose whether you'd like to temporarily save a copy of the Dropbox for Salesforce application's data (48 hours)
- Follow the onscreen instructions, and then click Uninstall.
How to update your Dropbox for Salesforce integration
To update to the latest version:
- Go to the Dropbox for Salesforce listing.
- Click Get It Now and follow the installation steps.
Community answers
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Posted by: tmaksemetz_jnlr 122 days ago1530150
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