Leading CRM solution that empowers companies to connect with their customers in a whole new way
Collaborate with your customers and team members on any of your content stored in Dropbox, directly from your Salesforce records.
Pull all of your business-critical files from Dropbox Business right into your Salesforce records and keep them organized according to your Accounts, Contacts, Leads, and Opportunities. Dropbox Business powers the information backbone of your Salesforce records — saving your team time and offering immediate access to the information that is most important to your business.
- Simplify your daily workflows. You can load and store files directly to Dropbox from a Salesforce record.
- Stay up-to-date. All of your Salesforce users will have real-time access to the most recent version of your Dropbox content.
- Work on-the-go. Team members can easily access Dropbox files from the Salesforce web and mobile apps.
- Maintain visibility and control. Permissions are automatically mapped between Dropbox and Salesforce, so you can control who has access to content.