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imsharmaine20's avatar
imsharmaine20
Explorer | Level 3
2 years ago

File doesn't move over after lead conversion in Salesforce

I have a Lead with files in Dropbox, and when I convert it to Account, Opportunity, or Contact record, the file doesn't move over to the new record's Dropbox.

    • imsharmaine20's avatar
      imsharmaine20
      Explorer | Level 3

      Hi @walter, I can't open the link you sent, it says "Not found"

    • Walter's avatar
      Walter
      Icon for Dropbox Staff rankDropbox Staff

      Thanks for flagging this imsharmaine20 - I just corrected it.

       

      Could you have a look and let me know if it works now?

       

      Thanks!

      • imsharmaine20's avatar
        imsharmaine20
        Explorer | Level 3

        Yes, everything is setup and configured based on the Advanced admin settings instructions, but the issue still occurs.

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