How do I create a template in Salesforce using Dropbox?
From dropbox.com, open the Salesforce Documents folder. Click the name of the object folder you wish to work with. Create a new folder, and name it "template." Create the structure you want by adding files and folders into the template folder.
How do I use Dropbox for Salesforce on Salesforce1 mobile?
To use Dropbox for Salesforce on Salesforce1 mobile, you'll first need to add a mobile card to the page layout. Sign in to the Salesforce website. Open the gear icon, and click Setup. Under the Platform Tools section, click Objects and Fields. Click Object Manager.
How do I create a private Salesforce Documents folder?
If you have Follow Salesforce Sharing enabled for objects with a Private Organization-wide sharing default, a Private Salesforce Documents folder will be created upon adding files/folders via the Dropbox component to new records. This folder will only be added to the record owner’s Dropbox account
How do I restrict Dropbox to Salesforce team members only?
Sign in to the Salesforce website. Click the Dropbox Options tab. Scroll down to the Dropbox Business section, and click Restrict login to Business accounts. Click Edit. Under Dropbox Business Access, check Team Members Only.
See more
How to use Dropbox on Salesforce?
To use Dropbox for Salesforce on Salesforce1 mobile, you'll first need to add a mobile card to the page layout. Sign in to the Salesforce website. Open the gear icon, and click Setup. Under the Platform Tools section, click Objects and Fields.
How to see email address in Salesforce?
Click the Dropbox Options tab in your Salesforce account, where you can see the email address. From dropbox.com, open the Salesforce Documents folder. Click the name of the object folder you wish to work with. Create a new folder, and name it "template.".
Is a template folder retroactive?
Notes: Template folders are not retroactive. Any folder structures you've created prior to the new template folder structure you set up will not be affected. To trigger the generation of the template in a record, add a file into that record's Dropbox folder in the Salesforce Documents folder in your Dropbox.
Can you rename a Salesforce folder in Dropbox?
By default, renaming a Salesforce record will not change the folder in your Dropbox. However, you can enable automatic renaming, which ensures that renaming a folder in Dropbox for Salesforce will also rename the folder in Dropbox.
Introduction to Dropbox
Dropbox is one of the oldest and most popular Cloud Storage Services available in the current scenario. When you subscribe to Dropbox, you are allocated a certain amount of storage space on an online server known as the Cloud.
Introduction to Salesforce
Salesforce is one of the most popular Cloud-Based Customer Relationship Management Platforms that emphasize on optimizing business operations like Sales, Marketing, and more. With continued development and efforts, Salesforce has also specialized in Data Analytics, Marketing Automation, Customer Service, and Platform Development applications.
Steps to Set up Dropbox Salesforce Integration
The Dropbox Salesforce Integration is a three-step process that enables teams to access and sync their Dropbox files in Salesforce. In order to set up a Dropbox Salesforce Integration, you must have a Dropbox Business Plan. Follow the steps given below to set up Dropbox Salesforce Integration:
Conclusion
The Dropbox Salesforce Integration enables users to add files to Dropbox folders and view the same file in Salesforce under the respective contact, as it supports two-way integration. In addition to creating the files, you can also create folders in one application and experience automatic syncing in another.
Dropbox Integration Guide: Collaborate in Real Time with Salesforce Essentials
Dropbox and Salesforce Essentials make it easy for small businesses to collaborate on files of all types and sizes. Review, edit, and share content internally — and to customers — without leaving Salesforce. Let us help bring your ideas to life so you can focus on growing your business.
Third-Party Integrations
The following integration services work with Dropbox and Salesforce. We haven’t vetted them, so please be careful when deploying these services.
See how Salesforce can grow your business
Discover how Salesforce is committed to your success. Learn how we can help you find, win, and keep customers to grow.
Special Access Rules
You must have the “Modify All Data” permission to create, update, or delete document folders and email template folders.
Usage
Only one type of item can be contained in a folder, either Dashboard, Document, EmailTemplate, Macro, QuickText, or Report.