Under the Platform Tools section, click Custom Code.
Click Visualforce Pages.
In the list of pages, click New.
Add a Label and Name for your Visualforce page.
Replace the Visualforce markup with the code preceding these instructions. The value for standardController will need to be replaced with the custom object API name.
Click Save.
Finally you'll need to add this Visualforce page to the custom object layout following the same steps for standard objects.
If you’re not using Salesforce Lightning, follow these instructions instead:
Replace the Visualforce markup with the code following these instructions. The value for standardController will need to be replaced with the custom object API name.
Click Save.
Finally you'll need to add this Visualforce page to the custom object layout following the same steps for standard objects. Choose the code below to create your desired view.
Under the Platform Tools section, click Objects and Fields.
Click Object Manager.
Choose the object you wish to edit.
Click Page Layouts.
Choose the layout you want to edit.
Scroll down to Mobile Cards (Salesforce1 only) section.
From the settings box at the top of your screen, click Visualforce Pages.
Drag-and-drop Mobile Dropbox for Object into the Mobile Cards (Salesforce1 only) section.
Click Save.
Next, you can make custom objects available for Salesforce1 Mobile. To make custom objects compatible with Salesforce1 mobile, you'll first need to enable this feature when setting up the Visualforce page. Follow these steps to make your custom objects viewable:
Choose the object you wish to edit under the Customize section, and click Page Layouts.
Next to the layout you wish to work with, click Edit.
Scroll down to Mobile Cards (Salesforce1 only) section.
From the settings box at the top of your screen, click Visualforce Pages.
Drag-and-drop Mobile Dropbox for Object into the Mobile Cards (Salesforce1 only) section.
Click Save.
Next, you can make custom objects available for Salesforce1 Mobile. To make custom objects compatible with Salesforce1 mobile, you'll first need to enable this feature when setting up the Visualforce page. Follow these steps to make your custom objects viewable:
Dropbox for Salesforce can build a folder structure for you using template folders. These folders link your Salesforce records to folders in your Dropbox.
The folders Dropbox for Salesforce creates are empty by default. If you'd like them to contain subfolder structures of their own, the template folder feature can do that for you.
Check which email address is connected to Dropbox for Salesforce.
Click the Dropbox Options tab in your Salesforce account, where you can see the email address
From dropbox.com, open the Salesforce Documents folder.
Click the name of the object folder you wish to work with.
Create a new folder, and name it "template."
Create the structure you want by adding files and folders into the template folder.
In Salesforce, click the Dropbox Options tab.
Scroll down to Standard Object Settings, and click Edit.
Check the Enable Templates box next to the object you want to work with.
Click Save.
Notes:
Template folders are not retroactive. Any folder structures you've created prior to the new template folder structure you set up will not be affected.
To trigger the generation of the template in a record, add a file into that record's Dropbox folder in the Salesforce Documents folder in your Dropbox.
By default, renaming a Salesforce record will not change the folder in your Dropbox. However, you can enable automatic renaming, which ensures that renaming a folder in Dropbox for Salesforce will also rename the folder in Dropbox.
Salesforce admins can set up Dropbox for Salesforce to follow their existing Salesforce security model.
By default, Dropbox for Salesforce does not follow the Salesforce security model. This means that when you share the Salesforce Documents folder, you're sharing the entire contents of the folder. However, Dropbox for Salesforce will adapt to the sharing permission chosen:
If Read only is chosen, the user can only view files
If Read / Write is selected, the user can add, view, delete, and restore files
Scroll down to Standard Object Settings, and click Edit.
Check the Follow Salesforce Sharing box next to the objects you would like to enable.
Click Save.
Once you have this enabled, a Private Salesforce Documents folder is created, which can only be seen by the record owner
Notes:
New security settings are not retroactive—folders created prior to changes in your security settings will not follow your new security rules
If you choose not to enable "Follow Salesforce Sharing" (default):
New files will be added to the "Salesforce Documents" folder in the account used to setup Dropbox for Salesforce. (If you are unsure which account is connected to Salesforce, navigate to the Dropbox Options tab. At the top of the screen under Dropbox Connection Settings you will see which account was connected first.)
The "Salesforce Documents" folder will need to be shared with the team
This will make all Salesforce contents available to Dropbox for Salesforce users
If you choose to enable "Follow Salesforce Sharing":
New files will be added to a "Private Salesforce Documents" folder in the Dropbox account that owns the object record in Salesforce
Only Salesforce users who have access to the Private Salesforce object will see the Dropbox content through the Dropbox for Salesforce integration
Dropbox for Salesforce can create a folder structure that mirrors your Salesforce setup in Dropbox. However, admins can change the default structure or the naming conventions of the folders created on an object-by-object basis.
The standard naming convention for contact objects is First Name, Last Name. However, you can change this to Last Name, First Name instead. If you make this change, the naming settings will then follow your naming preference upon creation.
Under the Build section in the left column, click Customize.
Select Contacts.
Click Fields.
Scroll down to the Contact Custom Fields & Relationships list, and click New.
Under Data Type, select Formula.
Click Next.
Type "custom Dropbox Path" in the Field Label box.
Enter 'Custom_Dropbox_Path' in the Field Name box.
Select Text under Formula Return Type, and click Next.
Enter your formula, and click Next.
Select the Visible box next to the profiles you'd like to grant editing access.
Click Next.
Click Save.
Notes:
These changes are not retroactive—they only apply to newly created folders
You can use this process on all standard and custom objects, and you can add other fields, text, numbers, or dates to further customize your folder paths