The Dropbox for Salesforce integration allows teams to access and share their Dropbox files within Salesforce. You must be on a paid Dropbox plan to use the Dropbox for Salesforce integration.
Note: Before you can share links to files using the Dropbox for Salesforce integration with the Get Link button, you must:
These steps must be completed in order. Click each step for full instructions.
Note: Once connected, the Dropbox Connection Settings will show the username and team name (Dropbox Business only).
To share the Salesforce Documents folder with your team, you’ll first need to generate this folder in your Dropbox account.
After creating the Salesforce Documents folder, you can share it with the rest of your team:
The users must accept your invitation before Dropbox for Salesforce will work.
You can uninstall Dropbox for Salesforce at any time. If you have linked Dropbox for Salesforce to page layouts or have created custom Visualforce pages or triggers, those will need to be removed prior to uninstalling.