The information in this article applies to customers on Dropbox Standard, Business, Advanced, Business Plus, and Enterprise.
Dropbox for Salesforce allows teams to access and share their Dropbox files within Salesforce. This user guide helps individual team members get started after an admin has connected their Dropbox team to Salesforce.
The user guide below answers your basic “How do I….?” questions. Skip ahead for more advanced FAQs.
To connect Dropbox to Salesforce:
Notes:
There are two ways to add files using Dropbox for Salesforce.
If you're using a more recent browser version, you can drag-and-drop files to the Dropbox widget in your Salesforce records.
Alternatively, you can upload files from your computer:
You can view, download, and share your files right from Dropbox for Salesforce.
You can create new folders within Salesforce using Dropbox for Salesforce.
Delete files
Restore files
"All of Dropbox for Object" and "Dropbox for Object" give different visibility into a signed-in user's Dropbox account from Salesforce.
For example, consider the following Dropbox folder structures:
Your Dropbox root > Salesforce Documents > Object Name > object_record_1 > photo1.jpg Your Dropbox root > Salesforce Documents > Object Name > object_record_2 > photo2.jpg
"All of Dropbox for Object" access would allow you to view the entire folder structure, starting at "Your Dropbox root."
"Dropbox for Object" access would limit your view to only the object record. In this example, "Dropbox for Object" access would permit you to view "object_record_1" in Salesforce and all the files within, including photo1.jpg.
Most Salesforce editions support Dropbox for Salesforce, including:
If you’re using Dropbox for Salesforce, you may see files ending in .sfdb in the Salesforce Documents folder in your Dropbox. These are marker files that are used to link your Salesforce records to your Dropbox folders.
Note: Please do not delete these files, as Dropbox for Salesforce will not work if .sfdb files are deleted.
Dropbox for Salesforce will not work if .sfdb files are deleted. If you’ve accidentally deleted the .sfdb files from your Dropbox, you can restore them as you would any other file in your Dropbox.
You'll know your version of Dropbox for Salesforce is up to date if there are no updates available:
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