Forum Discussion

Jane Palliser's avatar
Jane Palliser
New member | Level 1
2 years ago

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 fol...
Third Party Integrations
Jane Palliser's avatar
Jane Palliser
New member | Level 1
2 years ago

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's avatar
Jay
Icon for Dropbox Community Moderator rankDropbox Community Moderator
2 years ago

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.

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