Here’s a simple guide on how to integrate Dropbox with Salesforce in quick and easy steps:
- Navigate to the top navigation bar, then click the 'Settings' icon.
- Tap 'Setup' afterwards.
- Following that, go to the left-side panel and click the 'Apps' menu under Platform Tools.
- Tap 'AppExchange Marketplace'.
- Subsequently, click 'Go To AppExchange' to proceed.
- Search for 'Dropbox' and then choose 'Dropbox For Salesforce' from the results.
- Click 'Get It Now' to start the integration process.
- Next, specify the Salesforce account you prefer to integrate and then tap 'Install in Production'.
- Click 'Confirm and Install' afterwards.
- After that, configure the access settings based on your preferences and then tap 'Install'.
- Subsequently, grant Dropbox third-party access and then click 'Continue'.
- After completing these steps, your Salesforce account will be integrated instantly with Dropbox.
