DropboxDropbox for Salesforce

Dropbox.
At home in
Salesforce.

Keep Dropbox files alongside your Salesforce records. Find, upload and share the documents your team needs, right where the work happens.

Salesforce official partnerBuilt by Beaufort 12.
Your Salesforce ISV partner.
GOOD TOGETHER. BETTER CONNECTED.
DropboxSalesforce
Your work. Your customers. One workspace.

Dropbox, right inside Salesforce.

Actual product screenshot · Click to explore

In good company.
Trusted by 1000's of
teams worldwide.

DropboxFedExExpediaFOX

A connection with a purpose

Two tools.
One better workflow.

Keep Dropbox files alongside your Salesforce records. Find, upload and share the documents your team needs, right where the work happens.

Dropbox

Dropbox

Your files and folders

Files, folders & workspace contextSynced into Salesforce
Uploads, folder actions & sharingManaged in Dropbox from your Salesforce workspace
Salesforce

Salesforce

Your customer context

01

Install the app.

Follow the setup guide to install in your Salesforce organisation.

02

Connect Dropbox.

Connect Dropbox and choose the workspaces your team needs.

03

Make it yours.

Add the component to your record pages and configure folders and access.

Follow the setup guide

See the connection in action

From the first step
to the next conversation.

A connected workflow, from start to finish.

ONE CONNECTION. A BETTER WORKFLOW.
01 / OPEN THE RECORD

Open the record

Start with a Salesforce record. Its Dropbox component keeps the relevant files within reach.

Your records and files, side by side.

IN SALESFORCEOpen the record
Dropbox files and folders alongside a Salesforce record.
Example journey · Screens show separate product views, with sample data.Make the connection

A good place to start

Your next project.
A little more connected.

Bring Dropbox into the Salesforce you already know.

DROPBOX FOR SALESFORCE

Product screenshot

Dropbox supportFor Salesforce · By Beaufort 12

How can we help?

Guides, answers and a little human help.

Explore the support guidesSetup, features and troubleshooting Contact the teamSend us a message