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mmpUCG's avatar
mmpUCG
Explorer | Level 4
3 years ago
Solved

Salesforce Integration - Adding new folders are only personal

We have a salesforce integration and at some point in the last year something changed so that when users add a few folder it is only added to their personal folders instead of the company one where e...
Third Party Integrations
mmpUCG's avatar
mmpUCG
Explorer | Level 4
2 years ago

Hi there,

 

I am reviewing the help articles here: https://help.dropbox.com/integrations/salesforce-advanced.

 

In particular, this section is describing what is happening accurately, but it is the opposite of what we want to happen. We want created folders to be shared and visible to all users. I do not see specific instructions on how to make this happen?

Notes:

  • If you have Follow Salesforce Sharing enabled for objects with a Private Organization-wide sharing default, a Private Salesforce Documents folder will be created upon adding files/folders via the Dropbox component to new records. This folder will only be added to the record owner’s Dropbox account
Walter's avatar
Walter
Icon for Dropbox Community Moderator rankDropbox Community Moderator
2 years ago

Selecting 'All of Dropbox for Object' and 'Dropbox for Object' give different visibility into a signed-in user's Dropbox account from Salesforce. 'All of Dropbox for Object' gives access to the user's entire Dropbox folder, regardless of which record they're viewing. They can view and modify all of their Dropbox folder from the Dropbox for Salesforce integration. 

 

For more information, you can take a look at this Help Center article under the 'What's the difference between 'All of Dropbox for Object' session at the end of the page.

 

I hope this helps mmpUCG 

  • mmpUCG's avatar
    mmpUCG
    Explorer | Level 4
    2 years ago

    That still sounds like it is limited to the users personal view/folders. I am trying to get back to where we were: namely all folders being visible by all users. The idea of us using dropbox is to share access and visibility to the folders. If they are only personal it's not useable. 

     

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

      I'm not sure if this helps, but Salesforce admins can set up Dropbox for Salesforce to follow their existing Salesforce security model mmpUCG 

       

      By default, Dropbox for Salesforce follows the Salesforce security model. 

      • justinSCW's avatar
        justinSCW
        Explorer | Level 4
        2 years ago

        Thanks, your fix resolved one issue. Now I just need to resolver how to add a new folder.

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