How to use Dropbox for Salesforce Marketing Cloud
Updated Dec 14, 2023
The Dropbox for Salesforce Marketing Cloud app allows you to access Dropbox content directly from Marketing Cloud Content Builder so you can easily collaborate on content with your team and external partners.
Notes:
- This feature is only available to Dropbox team accounts teams
- Only Dropbox team admins can initiate the Dropbox to Salesforce Marketing Cloud folder setup
- You must be a Marketing Cloud administrator to install Dropbox for Salesforce Marketing Cloud and link a team folder to Content Builder
How to install Dropbox for Salesforce Marketing Cloud
To install Dropbox for Salesforce Marketing Cloud:
- Log in to the Salesforce AppExchange.
- Go to the Dropbox for Salesforce Marketing Cloud listing in the Salesforce AppExchange.
- On Dropbox for Salesforce Marketing Cloud, click Get It Now.
- Check the box to agree to the terms and conditions, and then click Confirm and Install.
- Click Continue.
How to link a team folder to Content Builder
To sync content from your Dropbox team folder to Content Builder, you’ll need to link your folder. To do so:
- Select the Business Unit you’d like to connect a Dropbox team folder to.
- Open the Dropbox for Salesforce Marketing Cloud app via the AppExchange tab.
- If not logged in to Dropbox, click Sign in to Dropbox and follow the steps
- Click Add a team folder.
- Select the Dropbox team folder you’d like to access from Content Builder.
Notes:
- Do not edit the Dropbox Team Folder or its contents during the sync
- This integration is a one-way sync from Dropbox to Content Builder. Any changes made to files in Content Builder will not sync back to Dropbox
- Content syncing from Dropbox with same name and type will overwrite any existing files in Content Builder
- When you rename a folder in Dropbox, the asset URLs will change and the folder will temporarily disappear in Content Builder
- Folders with restricted access that are in the selected team folder will be synced to Content Builder
What content can I sync from Dropbox?
- Content Builder only accepts specific file types that are supported by Salesforce Marketing Cloud. All files must be 3 MB or less in size
- Content synced from your Dropbox account will have a “Dropbox” tag in Content Builder
- Deleting a file or folder in your Dropbox account will automatically delete that file or folder in Content Builder
- Edits made to Dropbox content will override existing content in Salesforce Marketing Cloud
Why did my Dropbox account stop syncing to Content Builder?
If the admin who initiated the sync is is no longer an admin or gets deleted or suspended from the team, the sync will stop until an active admin opens the Dropbox for Salesforce Marketing Cloud app in Salesforce Marketing Cloud. To avoid any disruption in sync, you can create a service account (i.e: an account not related to a specific employee).
How to change your linked folder
You may choose to link a different Dropbox team folder. To do so:
- Open the Dropbox for Salesforce Marketing Cloud app via the AppExchange tab.
- If not logged in to Dropbox, click Sign in to Dropbox and follow the steps
- Click Choose a different folder.
- Click Stop syncing files. This action is not immediately reversible.
- Proceed with adding a different team folder by following the instructions for how to link a team folder to Content Builder.
How to uninstall Dropbox for Salesforce Marketing Cloud
If you’re the Marketing Cloud Administrator, you can uninstall Dropbox for Salesforce Marketing Cloud:
- Log in to your Marketing Cloud account.
- Click your username.
- Click Setup.
- Navigate to the Platform Tools sidebar, and click Installed Packages below the Apps sub-header.
- Click Dropbox for Salesforce Marketing Cloud.
- Click Uninstall.
