Dropbox for Salesforce: Admin setup

This article contains several sections. Click one of the links below to be taken directly to that section of this article.

Sections in this article:

1. Install Dropbox for Salesforce

  1. Sign in to the Salesforce AppExchange.
  2. Go to the Dropbox for Salesforce listing.
  3. On Dropbox for Salesforce, click Get It Now.
  4. Choose where you’d like to install Dropbox for Salesforce.
    • Installing in your production environment gives access to all your end users
    • Installing in a sandbox creates copy of production, which you can use to test new apps
  5. Check the box to agree to the terms and conditions, and then click Confirm and Install.
  6. Click Continue.
  7. On the page “Step 1. Approve Package API Access," click Next.
  8. On the page “Step 2. Choose security level," select a security level, and click Next.
  9. On the page “Step 3. Install Package," click Install.

2. Add Dropbox to Salesforce standard objects

Before you connect Salesforce to Dropbox, you'll first need to add Dropbox for Salesforce to standard objects. If you’re working with a custom object, you'll first need to create a Visualforce page.

  1. Sign in to the Salesforce website.
  2. Click Setup.
  3. Under the Build section in the left column, click Customize.
  4. Choose the object you wish to edit under the Customize section, and click Page Layouts.
  5. Next to the layout you wish to work with, click Edit.
  6. From the top settings box, drag-and-drop a Section onto the page.
  7. Fill in the Section Name, and set the layout as one column.
  8. Click OK.
  9. Go to the Visualforce Pages item, and drag-and-drop either Dropbox for Account or All of Dropbox for Accounts into the Dropbox section.
    • Dropbox for Account provides access only to the records associated with the specific Salesforce object
    • All of Dropbox for Accounts provides access to a user's entire Dropbox folder
  10. Click Save.
  11. When the Visualforce Pages are added, click the wrench icon.
  12. On the option page, set the Visualforce page properties to the following:
Dropbox for Salesforce Visualforce page properties

3. Connect Salesforce to Dropbox

  1. If you haven't yet done so, add Dropbox for Salesforce to Standard Objects (see section 2 of this article).
  2. Once you've added Dropbox for Salesforce to Standard Objects, sign in to the Salesforce website.
  3. Select the Dropbox Options tab in Salesforce.
  4. Click Connect to Dropbox.
  5. You will be redirected to dropbox.com; click Continue.
  6. If you're using Dropbox Business, you can choose to connect the rest of your team. This works by matching the email address in the Salesforce user table with the user email address in Dropbox.
    • If you decided 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.

Note: Once connected, the Dropbox Connection Settings will show the username and team name (Dropbox Business only).

4. 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. Drag a file from your computer into the Dropbox for Salesforce widget.
  3. 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:

  1. Sign in to dropbox.com with the same account you used to set up Dropbox for Salesforce.
    • 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.
  2. Click Share.
  3. Enter the email addresses of the colleagues you wish to share the folder with, and then click Share.

The users must accept your invitation before Dropbox for Salesforce will work.

5. Grant access to Salesforce users

  1. Sign in to the Salesforce website.
  2. Click Setup.
  3. Go to the Administer section, and click Manage Users.
  4. Click Profiles.
  5. Click the name of the profile you want to edit.
  6. Scroll down to Enabled Visualforce Page Access, and click Edit.
  7. Select all the pages that start with "Dropbox_for_SF".
  8. Click the Add arrow.
  9. Click Save.
  10. In the profile page you’ve been working in, scroll down to the Enabled Apex Class Access section, and click Edit.
  11. Select all the classes that start with wbdbox.
  12. Click the Add arrow.
  13. Click Save.
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