the integration guide

Everything about how to integrate Salesforce and Dropbox.

A step-by-step guide to the integration or a simple way to get connected with a Salesforce Integration Expert to help.

Where are you in the process?

This will help point you to the right resources

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

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

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

General Overview
The 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.
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Zendesk
A leading customer experience platform.
Company Website
Category
Support
Founded
2007
HQ Location
San Francisco, CA
API Resources
Zendesk
 API
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 API

The Zendesk Salesforce Integration

The most common use case we see for a Zendesk to Salesforce integration is within companies leveraging Zendesk for Customer Support and Salesforce as their CRM. Bridging a unified customer experience across Sales and Support/Service is critical in both B2B and B2C organizations with downstream, customer engagement implications across Marketing Ops & Support Ops. Typically, in orgs where both Salesforce and Zendesk are implemented, we find that Salesforce is the central system of record and Zendesk is primarily used for ticketing & real-time support, which makes the need for syncing Accounts, Contacts, and Leads critical.

Is there an out-of-the-box Zendesk Salesforce integration solution?

Yes. Similar to the Salesforce AppExchange, Zendesk has an App Marketplace consisting of 3rd Party App Developers and Apps built by the Zendesk team. While there is a Salesforce App for Zendesk Support within the Zendesk App Marketplace, it is primarily for companies that have Zendesk as the primary system of record. There are several important limitations to keep in mind when using this Salesforce to Zendesk App:

  • First, Salesforce orgs need to have API rights and data syncing only works with Fields supporting by Salesforce Streaming API.
  • Syncing tickets to custom objects in Salesforce is currently not support
  • This App only offers one-way data syncs from Salesforce to Zendesk


What are the other ways to integrate Zendesk and Salesforce?

If you need a bi-directional sync between Zendesk and Salesforce, particularly if the primary system of record is Salesforce then you will need to build a custom integration using the Salesforce API. You can either list a project or use the 'Integration Resources' tab below to identify a Salesforce Engineer to help with this build.

List a project in under 2 minutes and get matched with a Salesforce Integration Expert immediately available to help with projects.

List a Salesforce Project
Frequent Questions
Integration Resources
FAQ

Common Integration Questions

Can my Sales Reps view open Zendesk tickets from within Salesforce?

Yes. You can accomplish this in a couple ways and is one of the primary use cases for a Zendesk Salesforce integration. Option 1 involves setting up your Sales Reps with an Agent seat in Zendesk that enables them to run real-time queries against Zendesk tickets from within Salesforce. Option 2 is more scalable and involves building a custom integration with APIs that will send Zendesk tickets into Salesforce, creating a Case using that standard object.

What are the Zendesk to Salesforce integration limitations?

It depends on how you go set up the integration. If you are using the Zendesk App, it will limit your ability to pull data into Salesforce. However, leveraging the Salesforce API to create a bi-directional sync between Zendesk and Salesforce offers limitless options in terms of data flow, data syncing, real-time updates, and cross-system reporting and activity tracking.

Can I set up case escalation rules in Zendesk based on Salesforce data?

Absolutely. This is a big advantage for B2B companies that have customers across multiple market segments (SMB, Mid, Enterprise) since you can use Salesforce Account data to automate ticket routing and cases escalation with a priority placed on high value accounts.

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Integrate using AppExchange

An out-of-the-box solution already exists for this integration.
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Zendesk

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Integration OverviewProduct OverviewHow to IntegrateUse Zapier to IntegrateAppExchange ListingUse APIs to IntegrateHire Integration Expert

Zendesk

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

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?

A leading customer experience platform.

Zendesk is a service-first CRM company that builds support, sales, and customer engagement software designed to foster better customer relationships.

Zendesk

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!

Setting up the Zendesk for Salesforce integration

The Zendesk for Salesforce integration connects your Salesforce accounts to Zendesk accounts. It allows Zendesk tickets to be viewed in Salesforce from an Account, Contact, Lead, or Opportunity page. You can also create and edit Zendesk tickets, and sync Salesforce accounts to Zendesk organization data.

You must be a Zendesk Support administrator and Salesforce administrator to set up your integration. The setup process requires performing a series of tasks:

  1. Checking your Salesforce session settings
  2. Connecting Zendesk to Salesforce
  3. Setting up user access to Zendesk tickets in Salesforce

Read on ...

The Zendesk Salesforce Integration

The most common use case we see for a Zendesk to Salesforce integration is within companies leveraging Zendesk for Customer Support and Salesforce as their CRM. Bridging a unified customer experience across Sales and Support/Service is critical in both B2B and B2C organizations with downstream, customer engagement implications across Marketing Ops & Support Ops. Typically, in orgs where both Salesforce and Zendesk are implemented, we find that Salesforce is the central system of record and Zendesk is primarily used for ticketing & real-time support, which makes the need for syncing Accounts, Contacts, and Leads critical.

Is there an out-of-the-box Zendesk Salesforce integration solution?

Yes. Similar to the Salesforce AppExchange, Zendesk has an App Marketplace consisting of 3rd Party App Developers and Apps built by the Zendesk team. While there is a Salesforce App for Zendesk Support within the Zendesk App Marketplace, it is primarily for companies that have Zendesk as the primary system of record. There are several important limitations to keep in mind when using this Salesforce to Zendesk App:

  • First, Salesforce orgs need to have API rights and data syncing only works with Fields supporting by Salesforce Streaming API.
  • Syncing tickets to custom objects in Salesforce is currently not support
  • This App only offers one-way data syncs from Salesforce to Zendesk


What are the other ways to integrate Zendesk and Salesforce?

If you need a bi-directional sync between Zendesk and Salesforce, particularly if the primary system of record is Salesforce then you will need to build a custom integration using the Salesforce API. You can either list a project or use the 'Integration Resources' tab below to identify a Salesforce Engineer to help with this build.

Get Integration Help →

Using Zapier to integrate

Zendesk

Available

How to integrate with Salesforce using Zapier.

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Zendesk

Salesforce AppExchange

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.

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Latest Release:
Reviews:

Reviews:
356
Latest Release:
6/8/2020
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Using APIs for Salesforce

Zendesk

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.

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Zendesk

Zendesk

Website

Company Details

Founded:
2007
HQ:
San Francisco, CA
Headcount:
6,000+ employees
Support:
Contact:

The Zendesk Salesforce Integration

The most common use case we see for a Zendesk to Salesforce integration is within companies leveraging Zendesk for Customer Support and Salesforce as their CRM. Bridging a unified customer experience across Sales and Support/Service is critical in both B2B and B2C organizations with downstream, customer engagement implications across Marketing Ops & Support Ops. Typically, in orgs where both Salesforce and Zendesk are implemented, we find that Salesforce is the central system of record and Zendesk is primarily used for ticketing & real-time support, which makes the need for syncing Accounts, Contacts, and Leads critical.

Is there an out-of-the-box Zendesk Salesforce integration solution?

Yes. Similar to the Salesforce AppExchange, Zendesk has an App Marketplace consisting of 3rd Party App Developers and Apps built by the Zendesk team. While there is a Salesforce App for Zendesk Support within the Zendesk App Marketplace, it is primarily for companies that have Zendesk as the primary system of record. There are several important limitations to keep in mind when using this Salesforce to Zendesk App:

  • First, Salesforce orgs need to have API rights and data syncing only works with Fields supporting by Salesforce Streaming API.
  • Syncing tickets to custom objects in Salesforce is currently not support
  • This App only offers one-way data syncs from Salesforce to Zendesk


What are the other ways to integrate Zendesk and Salesforce?

If you need a bi-directional sync between Zendesk and Salesforce, particularly if the primary system of record is Salesforce then you will need to build a custom integration using the Salesforce API. You can either list a project or use the 'Integration Resources' tab below to identify a Salesforce Engineer to help with this build.

Other Related Tools

ServiceNow

Oracle Hyperion

Anaplan

Workday

Seismic

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Zendesk

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Salesforce and

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Integration Guide

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Setting up the Zendesk for Salesforce integration

The Zendesk for Salesforce integration connects your Salesforce accounts to Zendesk accounts. It allows Zendesk tickets to be viewed in Salesforce from an Account, Contact, Lead, or Opportunity page. You can also create and edit Zendesk tickets, and sync Salesforce accounts to Zendesk organization data.

You must be a Zendesk Support administrator and Salesforce administrator to set up your integration. The setup process requires performing a series of tasks:

  1. Checking your Salesforce session settings
  2. Connecting Zendesk to Salesforce
  3. Setting up user access to Zendesk tickets in Salesforce
View Integration Guide
  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
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