Quick summary
Integrating Dropbox with Salesforce is done through the AppExchange Marketplace, where you install the Dropbox for Salesforce package directly into your production org. The entire process takes just a few clicks — from Setup to installation confirmation — and connects your file storage to your CRM instantly.
Steps
- Navigate to the top navigation bar and click the Settings icon.
- Click Setup from the dropdown menu.
- In the left-side panel, click the Apps menu under Platform Tools.
- Select AppExchange Marketplace from the Apps submenu.
- Click Go To AppExchange to open the marketplace.
- Search for Dropbox and select Dropbox for Salesforce from the search results.
- Click Get It Now to begin the integration process.
- Choose your preferred Salesforce account and click Install in Production.
- Click Confirm and Install to proceed.
- Configure your preferred access settings and click Install.
- Grant Dropbox third-party access and click Continue.
- Your Salesforce account is now fully integrated with Dropbox.
