With Dropbox for Salesforce, you always have access to the latest version of your content. Pull all of your files from Dropbox Business right into your Salesforce records and keep them organized according to your Accounts, Contacts, Leads, and Opportunities.
- Simplify your workflows. Stay in the flow by easily loading, storing, and pulling files directly into Dropbox from a Salesforce record.
- Eliminate back-and-forth email exchanges. 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.
- Know when and how to follow-up. Easily track what content has been shared, viewed, and downloaded. Use these insights to determine how and when you should follow up with your prospects and customers.
- Maintain visibility and control. Permissions are automatically mapped between Dropbox and Salesforce, so you can easily control who has access to your content.