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Dropbox for Salesforce integration. "You need to be invited to the 'Salesforce Documents' folder."
I am trying to link Dropbox Teams account with new Salesforce setup. I can see from both softwares that I am connected but in the Dropbox window within a Salesforce case or opportunity, I get the following message: "You need to be invited to the 'Salesforce Documents' shared folder. Please contact your system administrator to get access to content already linked to this record." I am the system administrator for Dropbox. Do I need to create a folder called 'Salesforce Documents' or is that something that is auto generated when the integration begins?
5 Replies
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- Megan
Dropbox Community Moderator
Hey Jane Palliser, thanks for posting here today!
Just to make sure we're on the same page here, I'd like to ask if these are the steps you follow on your end when you get the error.
If you're trying something different, make sure to let me know. Here is another Help Center article that might help.
In any case, I'd love to know about your progress, and if the articles don't help don't hesitate to let me know. Thanks!
I don't have a Salesforce Documents folder in Dropbox so cannot delete it. Who creates the Salesforce Documents folder?
- Walter
Hey Jane Palliser - this folder should have been created automatically when you first added Salesforce to your Dropbox account.
That said, since you can't find it to delete it so that you can uninstall properly, could you check if you're able to remove the Salesforce app from your Apps tab?
Thanks, Walter. I have managed to find the Salesforce Documents in my private Dropbox area and shared that folder with a team member to test. That's all well and good but if my colleague creates a new folder in Salesforce for Dropbox or uploads a document to an opportunity or case that I haven't created, it creates in her private Dropbox area so the records become disjointed.
- Jay
Hi Jane Palliser, in order to look into this matter in more detail, I'd recommend contacting the support team directly for them to investigate further.
