Forum Discussion

imsharmaine20's avatar
imsharmaine20
Explorer | Level 3
3 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.

Third Party Integrations

8 Replies

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

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

  • Walter's avatar
    Walter
    Icon for Dropbox Community Moderator rankDropbox Community Moderator
    3 years ago

    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
    3 years ago

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

  • Walter's avatar
    Walter
    Icon for Dropbox Community Moderator rankDropbox Community Moderator
    3 years ago

    Thanks for the clarification imsharmaine20 

     

    May we reach out via email to  have a further look internally at this point?

  • Nancy's avatar
    Nancy
    Icon for Dropbox Community Moderator rankDropbox Community Moderator
    3 years ago

    Hey imsharmaine20! Please check your email address, and reply back to my message, when you get some free time. 

     

    Cheers.

  • cloudtal's avatar
    cloudtal
    New member | Level 2
    2 years ago

    We have the same issue, it would be useful if the solution could be added the knowledge base, this a very common use case.

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