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faq

What do I need to know about the Salesforce and Dropbox integration?

Why would I integrate Dropbox to Salesforce?

Simplify your workflows

Stay in the flow by easily loading, storing, and pulling files directly into Dropbox from a Salesforce record. Dropbox syncs your changes as soon as you make them, so all of your Salesforce users will have real-time access to the most recent version of your content.

Bring the power of Dropbox to Marketing campaigns

By combining the drag-and-drop interface of Marketing Cloud with Dropbox’s intuitive interface and easy-to-use solution, you can work effortlessly on all types of content across all devices. Access assets in Dropbox right from within Salesforce. Ensure that campaigns, emails and landing pages are built with the most up-to-date assets.

Bring the power of Dropbox to Marketing campaigns

Harnessing the power of Salesforce Sales Cloud, Dropbox, and Slack, it has never been easier to boost collaboration across your Sales, Marketing, and Finance teams.
Simplify the entire sales process, from negotiation through contract management and billing processes with robust automations that unify all teams with a single action for your Reps.

How difficult is it to integrate Dropbox and Salesforce?

The initial setup is very simple.

Getting Dropbox and Sales Cloud connected is very basic. Even if you aren't a Salesforce Administrator, you can follow our step-by-step integration guide below and you shouldn't have a problem getting the two systems connected with basic functionality.
‍(Note: You will need to have Administrator privileges in both tools to complete the setup.)

The power of the integration comes from building in additional workflow automation, so you want to consider the reason you're integrating the tool before getting started. If it's simply to show Dropbox documents within Salesforce then this simple setup is fine. If you're looking to build out additional automations, work with a Salesforce Expert that can help to configure it.

Is Dropbox listed on the AppExchange?

Yes. The latest release was on October 14, 2021 so it's an updated managed package available on the AppExchange. As mentioned above, using this package will give you the basic functionality but you will still need the help of a Salesforce Administrator to build out workflows and automation rules.

Can I use Zapier to integrate Dropbox and Salesforce?

Yes. Dropbox does have a tool on Zapier, which is a logic-based integration platform that non-technical users can leverage to build out integrations. If you are familiar with Zapier, this may be an even better option than the AppExchange package, since you can use Zapier to build out some of the automations with other applications.

However, you may still want to consult a Salesforce Administrator to build out workflows and automation rules.

how to

The step-by-step guide to integrate Salesforce and Dropbox.

Dropbox for Salesforce: Admin Setup

The Dropbox for Salesforce integration allows teams to access and share their Dropbox files within Salesforce. You must be on a Dropbox Business plan to use the Dropbox for Salesforce integration.

Step 1: Install Dropbox for Salesforce

1. Go to the Dropbox for Salesforce listing.
2. On Dropbox for Salesforce, click Get It Now.
3. Choose where you’d like to install Dropbox for Salesforce.
(Note: Installing in your production environment gives access to all your end users but installing it in a sandbox environment creates a copy of production, which you can use to test new apps before deploying them to your users.)

4. Check the box to agree to the terms and conditions, and then click Confirm and Install.
5. Click Continue.
6. On the page “Step 1. Approve Package API Access," click Next.
7. On the page “Step 2. Choose security level," select a security level, and click Next.
8. On the page “Step 3. Install Package," click Install.

Step 2: Connect and configure Salesforce to Dropbox

1. Sign in to your Salesforce Admin account
2. Select the Dropbox Options tab from the Salesforce App Launcher.
3. Click Connect to Dropbox.
(Note: You should be redirected to Dropbox; click Continue.)

If you're using Dropbox Business, you can choose to connect the rest of your team. This works by matching the email address of the Salesforce user with the user email address in your Dropbox account. If you decide 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, instruct your users to select Create Remote Site Setting.

4. 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.

Step 3: Share the Salesforce Documents folder

To share the Salesforce Documents folder with your team, you’ll first need to generate this folder in your Dropbox account.
1. Go to a record that has Dropbox for Salesforce enabled.
2. Click Setup.
3. Upload a file from your computer to the Dropbox for Salesforce widget via drag and drop or the Add Files button.
4. This file will upload to Dropbox, and the Salesforce Documents folder will be created in your Dropbox account.
‍
After creating the Salesforce Documents folder, you can share it with the rest of your team:
5. Sign in to Dropbox with the same account you used to set up Dropbox for Salesforce.
Note: If you’re unsure which account is connected, click Dropbox Options. At the top of the page, under Dropbox Connection Settings, you can see who you are Connected As.

6. Click Share.
7. Enter the email addresses of the colleagues you wish to share the folder with, and then click Share.

Configuring Dropbox for Salesforce

What are the next steps with the integration?

The above step-by-step will enable Dropbox for Salesforce and allow basic collaboration and file sharing between your Salesforce users.

If you want to build out additional workflow automation, notification events based on new files uploaded, Opportunity stage changes based on file uploads etc. you will want to work with your Salesforce Administrator to build out these workflows. Feel free to request an introduction to a Salesforce Expert or List a Free Project below if you're interested in connecting with Salesforce Consultants that can help deploy this functionality within your Salesforce org.

Integration Overview Product Overview How to Integrate Use Zapier to Integrate AppExchange Listing Use APIs to Integrate Hire Integration Expert

Box

Salesforce Integration Guide

Salesforce is considered to be one of the most powerful SaaS tools based on the ease of integrating it to the rest of your systems environment.

This provides what Salesforce refers to as the '360 Degree Customer View'.

By integrating Salesforce with other applications across teams and divisions, companies have unrivaled visibility and data insights.

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What is

Box

?

Box is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications. Founded in 2005, Box powers more than 87,000 businesses globally, including AstraZeneca, General Electric, P&G, and The GAP. Box is headquartered in Redwood City, CA, with offices across the United States, Europe and Asia.

Box is a cloud content management and file sharing service for businesses.

Box

Integration Guides

Depending on the complexity of your Salesforce environment, you may have several options for how you integrate new tools.

More straightforward integrations can be done using 'no code' integration platforms like Zapier, while larger scale orgs may involve custom development and the use of APIs.
‍
Here are the options for this specific product!

Installing and Configuring Box For Salesforce

The Box for Salesforce integration is available at no extra charge for joint Box Enterprise/Salesforce customers. To get the integration, contact your Box Customer Success Manager or visit the Box for Salesforce integration page on the Salesforce App Exchange.

Read on ...

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Using Zapier to integrate

Box

Zapier lets you send info between Box and Salesforce automatically—no code required.

How to integrate with Salesforce using Zapier.

Browse the self-serve guide for using Zapier to integrate with Salesforce!

Box Integration Guide

What is Zapier?

Zapier makes it easy to integrate apps like Salesforce, Intuit, Google, and Dropbox, to move data between them automatically!

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Uh oh! It doesn't look like this product has a Zapier integration with Salesforce.

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Box

Salesforce AppExchange

Top Box Features:

‍
✔ Link Box content with specific Salesforce records, including custom objects
✔ View files directly in Salesforce and Salesforce1
✔ Assign tasks to team members, comment on files, and edit documents with one click
✔ Share files and collaborate with team members, even if they are not Salesforce users
✔ Monitor customer activity (like downloads) in real-time
✔ Leverage other apps, like DocuSign or Chatter, directly from the Box widget
✔ Compatible with both Salesforce Lightning and Classic
✔ Customizable to support your teams' workflows with the Box for Salesforce Developer Toolkit

Oops! It doesn't look like this product has a listing on the Salesforce AppExchange.

Don't worry, you can almost definitely still integrate it with Salesforce but you may need deeper technical knowledge or the help of a Salesforce Developer to get it connected.

Skip ahead to Hire an Integration Expert to browse from 650+ Salesforce Freelancers that can help.

Latest Release:

5/4/2021

Reviews:

145

Easily share, access, and manage Box files within Salesforce.

Reviews:

356

Latest Release:

6/8/2020

Go to AppExchange Listing

Using APIs for Salesforce

Box

If Zapier doesn't have a connector for this integration and there's no easy solution to integrate the product via AppExchange, you likely need a custom integration.
Here are the API guides for both products - if you need help from a Salesforce Integration Freelancer, you can browse from 650+ pre-vetted Freelancers on FoundHQ.

Box

API

Here is the information you will need about this API to start building a custom integration with Salesforce!

API Guide

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Explore a wide range of declarative tools, Apex utilities, platform events, integration patterns, and APIs.

Salesforce API Guide

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the integration guide

Everything about how to integrate Salesforce and Dropbox.

Where are you in the process?

We are thinking about using Dropbox and want to know what the process will be to integrate it.

I already have both products and want instructions on how to integrate Salesforce and Dropbox myself.

I want to connect with a Salesforce Expert that can help me with the integration.

faq

What do I need to know about the Salesforce and Dropbox integration?

Why would I integrate Dropbox to Salesforce?

Simplify your workflows

Bring the power of Dropbox to Marketing campaigns

Bring the power of Dropbox to Marketing campaigns

How difficult is it to integrate Dropbox and Salesforce?

The initial setup is very simple.

Is Dropbox listed on the AppExchange?

Can I use Zapier to integrate Dropbox and Salesforce?

** how to **

The step-by-step guide to integrate Salesforce and Dropbox.

Dropbox for Salesforce: Admin Setup

Step 1: Install Dropbox for Salesforce

Step 2: Connect and configure Salesforce to Dropbox

Step 3: Share the Salesforce Documents folder

Configuring Dropbox for Salesforce

What are the next steps with the integration?

We will send 1-2 Salesforce Consultants that can help!

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How to integrate Salesforce and

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FAQ

Common Integration Questions

Integrate using Zapier

Release Date

Zapier lets you send info between Box and Salesforce automatically—no code required.

No Zapier Integration

Integrate using AppExchange

Pricing

No AppExchange Product

Salesforce Engineer Pricing

$105.00/hr

Hire a Developer

Salesforce Engineer Pricing

$105.00/hr

Box

Salesforce integration

Table Of Contents

Box

Salesforce Integration Guide

Box

to Salesforce

Salesforce to

Box

What is

Box

?

Box

Integration Guides

Installing and Configuring Box For Salesforce

Read on ...

Using Zapier to integrate

Box

How to integrate with Salesforce using Zapier.

What is Zapier?

Box

Salesforce AppExchange

Top Box Features:

Easily share, access, and manage Box files within Salesforce.

Using APIs for Salesforce

Box

Box

API

Salesforce API

Hire Salesforce Integration Experts

Salesforce Admin

Salesforce Developer

how to