Dropbox is one of the best file sharing and storage solutions available on the cloud, which can be integrated into the Salesforce CRM to share and store the files. In this post, we will present a complete guide on how to integrate Salesforce with Dropbox.
Steps to configure
Login into
salesforce sandbox
Install AppExchange
product - Dropbox for salesforce
Open the new tab in the browser and launch appexchange.salesforce.com portal
search with Dropbox for salesforce in the search bar or directly open the below link https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000prqLEAQ
Click the Get It
Now button in the top right corner
In the popup, click the login button. As we already logged in to the sandbox in the first step, it
will redirect to the below-mentioned screen. Enter your credentials in case
if it prompts for login. Make sure you get the below-mentioned screen.
Notice two buttons
in the popup. Install in Production and Install in Sandbox
Click Install in Production button in case if you logged in to any production or developer
org. As part of this demo, we logged into the developer edition, hence choosing Install in Production button.
In case if it is not Production or developer edition, you can click Install in Sandbox
In case if it is not Production or developer edition, you can click Install in Sandbox
Once you click on either
of the buttons, it will pop up a screen with the application and user details. Select terms
and conditions checkbox [make sure you read all the terms and conditions before
using the product] and click the Confirm and Install button.
If it navigates to
the login page, select the username which you already logged in the previous steps, which
further navigates to the below-mentioned screen
Select an option based on your requirement and Click Install button. In the popup select checkbox and
Click continue.
In case if you
encounter below the mentioned screen, click on the Done button.
On click of Done
button, it is navigated to salesforce sandbox > Setup page > Installed
packages screen.
Verify the newly installed package available on the list. You can also cross check the status of installation in the email sent to your mailbox.
Great, we have
successfully installed Dropbox in the Salesforce sandbox.
Next step is to
configure the settings and the last one is to test the file sync between the applications.
Now, you can quickly
grab your cup of coffee before moving to further steps. 😊
Well, click on App
Launcher icon at the left top corner and select the Dropbox application.
The below-shown popup is opened when you click on the App launcher icon.
Click the Dropbox
Options tab in the navigation bar.
You can see all the
configuration settings needed for Salesforce Dropbox integration in the Dropbox
Options screen.
Click the Connect
to Dropbox button and click on Continue.
Login with your Dropbox credentials on the next screen. In case if there is a session already running for your Dropbox account in the browser, it will not prompt for login.
In the next screen,
you will find 'Dropbox for salesforce would like access to the files and folders
in your Dropbox' message, click the Allow button.
In the next screen, you can select either of the buttons as per your requirement and close the window.
Refresh the tab to see the changes.
In order to
configure Dropbox for Salesforce you must permit it to access the Salesforce
Tooling API of your organization by adding or updating a Remote Site Setting.
Click Create
Remote Site Setting button, which creates a remote site setting automatically.
You can cross-check at setup > Remote site settings
Go back to the Dropbox
options page. Notice Configure page layouts section.
Click the Update
Layouts button, which adds Dropbox widget to all the standard object page
layouts.
Objects: Account, Contact, Case, Opportunity, Lead
Notice success message: Page Layout updated at the top of the screen.
At any point of time to remove the Dropbox widget from all the page layouts Navigate back to the Dropbox options page, scroll to the bottom and click on the highlighted option shown in the below screenshot
As success or failure messages are shown at the top of the screen in the Dropbox options page, once you click
on any button in the Dropbox options screen, scroll to the top, and notice the message.
The wait is over! It’s
time to check the Dropbox widget in the page layouts. We are very much excited as much as you.
Navigate to contacts Tab in the Dropbox app or you can change back to your default app from the app launcher
Go to any contact
record page and click the Details sub-tab
Notice the Dropbox wizard as a new section. You got that?
Fantastic!
Fantastic!
Now, Testing part
Click on Add Files
button in the widget > Choose the File > Click the Done button. The file gets
added to the Dropbox
Dropbox supports
several options for each file. Right-click on the file inside the widget and explore different options available.
Login to Dropbox account in the new tab to
verify the file uploaded in the salesforce.
Find the file inside Salesforce Documents folder.
Find the file inside Salesforce Documents folder.
Path for your reference
in Dropbox:
Files > user name > Private Salesforce Documents > Contacts > Contact name > Test.docx File
Files > user name > Private Salesforce Documents > Contacts > Contact name > Test.docx File
Please note that the above-mentioned path may or may not vary based on the configuration done in
your sandbox
The good benefit with this integration is that you can add files to the folders in Dropbox and
view the same in Salesforce under the respective contact as it supports two-way
integration. Not only the files, but you can also create folders in one application and
watch out automated sync in another.
It's cool, isn't it?
Conclusion
In this post we
have seen complete instructions to set up integration between Salesforce CRM and
Dropbox. Analyze your business requirements and implement the best way possible. In
addition to the Dropbox, we have Google Drive, OneDrive, Box, and other file
sharing and storage solutions available. Explore and compare different features available in each and choose the best one that fits your requirement.
I hope we helped you
in getting to know the basic details of integrating two applications without
writing a single line of code. That is the beauty of Salesforce.
Thanks for
using our services. If you see any issues in implementing this, put it in the
comments section below. We are always happy to assist in solving your technical
issues.
Disclaimer
Please note that
the content we share in this portal is as per our views and we are neither
related to Salesforce nor Dropbox in any way. If you come across any concerns with the
content, please feel free to report it in the contact section.
You may like these:
.png)
.png)
.png)
3 Comments
Hello Naveen K N,
ReplyDeleteI have installed Dropbox for Salesforce using a Business Standard account. Apparently it is working correctly and as we expected but strange Apex exceptions are occurring in one of the managed triggers. We were getting that error every 60 seconds and we can't confirm if there are issues behind the scenes because of this.
It would help us to know what this exception is about and what we can do to avoid it. Thank you in advance.
Failed to process Queueable job for class Dropbox_for_SF.HandleConvertQueue for job ID 7073f00000F75nl.
caused by: Dropbox_for_SF.DropboxClient.UserNotConnectedException: Script-thrown exception
Class.Dropbox_for_SF.DropboxClient.createHttpRequest: line 74, column 1
Class.Dropbox_for_SF.DropboxClient.httpCallout: line 99, column 1
Class.Dropbox_for_SF.DropboxClient.httpCallout: line 96, column 1
Class.Dropbox_for_SF.DropboxClient.httpCallout: line 93, column 1
Class.Dropbox_for_SF.DropboxClient: line 327, column 1
Class.Dropbox_for_SF.RootFinder.findRecordRoot: line 247, column 1
Class.Dropbox_for_SF.RootFinder.findRecordRoot: line 214, column 1
Class.Dropbox_for_SF.RootFinder.findRecordRoot: line 199, column 1
Class.Dropbox_for_SF.HandleConvertQueue.moveFiles: line 32, column 1
Class.Dropbox_for_SF.HandleConvertQueue.execute: line 13, column 1
Enable the logs and check if you are hitting the limits for http callouts and if you feel the error is from the code, we can raise it to package developer so that they can fix it in the next version.
DeleteCan you use an existing dropbox folder hierarchy in dropbox for salesforce? I have hundreds of existing folders w/ subfolders for opportunities before implementing Salesforce. If we have an account that turns into an opportunity, how do we integrate the account documents/folders to the opportunity? From what i see, is that it will only find a path if we start with adding a document from dropbox to the salesforce account or opportunity and then it creates an "Account" folder and/or an "Opportunity" folder. How can these two be integrated into one folder automatically?
ReplyDelete