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Dropbox for Salesforce- Can I use my existing folder structure once I activate the integration?

Hi,

 

We are business users of dropbox and also use salesforce.  We dont have dropbox in salesforce as yet.  My question is we have a folder structrure and naming convention already applied in dropbox.  We have a structure that fits to salesforce opportunity stages and then each loan folder sits under the loan stage folder.

 

We want to connect dropbox to salesforce but adopt the existing structure and in testing it seems its not until you drop a file into the salesforce dropbox section the folder is created...

 

We dont want to create new folders per opportunity we want to use what we already have.  Is this possible

 

structure could look like this 'Opp Data Library>Commited>Maslow Capital' or 'Opp Data Library>Completed>Maslow Capital'

 

etc....

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Dropboxer

Re: Dropbox for Salesforce- Can I use my existing folder structure once I activate the integration?

Thanks for bearing with me @KBMas & happy Friday!
 
I got a little bit more info to share with you, so let’s get started. 
 
Dropbox for Salesforce can create a folder structure that mirrors your Salesforce setup in Dropbox (i.e. the integration would allow you to view or add files to Dropbox from Salesforce for a Salesforce object record). However, admins can change the default structure or the naming conventions of the folders created on an object-by-object basis. 
 
That said, to answer your question, it's not currently possible to use the folders that you already have in place, as you’d have to use the generated Dropbox folders that are created by dragging the files into the Dropbox for Salesforce widget
 
This is would a great opportunity to open the conversation up though, I'm sure others reading this have also used Dropbox and Salesforce, so if anyone has any advice that could help the OP, feel free to share here. 
 
Of course, I’m always here to answer any additional questions & I’d like to wish to everyone skimming through this thread a great weekend! 



Jane
Community Moderator @ Dropbox
https://dropbox.com/support


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9 Replies
Dropboxer

Re: Use existing folder structure

Hey KBMas, thanks a lot for posting us on our Forum on the Dropbox integration with Salesforce! 
 
I’d like to let you know that I’ve forwarded your question to a specialized team member. As soon as I have more info to share with you, I’ll make sure to update this thread here. 
 
Thanks in advance for your patience! 



Jane
Community Moderator @ Dropbox
https://dropbox.com/support


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Dropboxer

Re: Dropbox for Salesforce- Can I use my existing folder structure once I activate the integration?

Thanks for bearing with me @KBMas & happy Friday!
 
I got a little bit more info to share with you, so let’s get started. 
 
Dropbox for Salesforce can create a folder structure that mirrors your Salesforce setup in Dropbox (i.e. the integration would allow you to view or add files to Dropbox from Salesforce for a Salesforce object record). However, admins can change the default structure or the naming conventions of the folders created on an object-by-object basis. 
 
That said, to answer your question, it's not currently possible to use the folders that you already have in place, as you’d have to use the generated Dropbox folders that are created by dragging the files into the Dropbox for Salesforce widget
 
This is would a great opportunity to open the conversation up though, I'm sure others reading this have also used Dropbox and Salesforce, so if anyone has any advice that could help the OP, feel free to share here. 
 
Of course, I’m always here to answer any additional questions & I’d like to wish to everyone skimming through this thread a great weekend! 



Jane
Community Moderator @ Dropbox
https://dropbox.com/support


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Level 3

Dropbox for Salesforce Using Folder Structure

We have been using DropBox for a number of years now and as such have a well established folder stucture. Earlier this year we implemented Salesforce and naturally want to integrate the two so that, for example, when we view an Account in Salesforce we can see all associated files and folders, similarly with Opportunities and Contracts.

Our curent 'Account' folders in DropBox are in the structure:

  • Accounts
    • Direct Accounts
      • Account A
      • Account B
      • Account C
    • Partner A Accounts
      • Account D
      • Account E
      • Account F
    • Parter B Accounts
      • Account G
      • Account H
      • Account I

From what I've read, if we want to keep this structure we have to go through *every* Account in Salesforce and re-create the Account folder through the DropBox widget - then copy accross the files and folders - so that the 'linkage' is created. Surely this isn't true in 2018? Is there not some way we can input the folder naming convention when setting up DropBox for Salesforce and it "find" the existing folders?

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Dropboxer

Re: Dropbox for Salesforce Using Folder Structure

Hey there (@JStanton), I’ve moved your post under this discussion, in order to ping you on my previous comment above. As it’s my understanding that you’d like to utilize this functionality, I can make sure to pass your comments on to our team for future implementation. Thanks for taking the time to drop us a line on the matter here & I hope you have a great week ahead! 



Jane
Community Moderator @ Dropbox
https://dropbox.com/support


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Level 3

Re: Dropbox for Salesforce Using Folder Structure

 wrote:
Hey there (@JStanton), I’ve moved your post under this discussion, in order to ping you on my previous comment above. As it’s my understanding that you’d like to utilize this functionality, I can make sure to pass your comments on to our team for future implementation. Thanks for taking the time to drop us a line on the matter here & I hope you have a great week ahead! 

Thanks Jane - though I'm not sure this discussion answers my question. Do let me know if I am misinterpreting though from this discussion it just sounds like we need to recreate every Account folder using the widget which simply isn't practical. Have I missed something? Thanks.

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Level 3

Re: Dropbox for Salesforce Using Folder Structure


@JStanton wrote:
 wrote:
Hey there (@JStanton), I’ve moved your post under this discussion, in order to ping you on my previous comment above. As it’s my understanding that you’d like to utilize this functionality, I can make sure to pass your comments on to our team for future implementation. Thanks for taking the time to drop us a line on the matter here & I hope you have a great week ahead! 

Thanks Jane - though I'm not sure this discussion answers my question. Do let me know if I am misinterpreting though from this discussion it just sounds like we need to recreate every Account folder using the widget which simply isn't practical. Have I missed something? Thanks.


@Jane Not sure if you saw ymy reply - do you have any more insight here? Have I misunderstood? Thanks.

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Dropboxer

Re: Dropbox for Salesforce Using Folder Structure

Hey there @JStanton, apologies for getting back in touch with you in delay; I've now gathered some feedback that could be helpful in regards to your initial inquiry.
 
If you want the same folder structure to repeat inside each object folder, then you could accomplish that with folder templates (i.e you can leverage templates going forward to have a specific file structure in under a specific object type) & you could reference this resource for the relevant details. Keep in mind that the subfolder structure will not be added automatically to each record once you've enabled templates. A file must first be added to the record via Dropbox for Salesforce — This will then generate the template subfolder structure within that particular record.
 
Once you get a chance to check whether this could be useful to you, please do let me know how you get on with my advice here. Thanks & I'm wishing you a great week ahead!



Jane
Community Moderator @ Dropbox
https://dropbox.com/support


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Level 3

Re: Dropbox for Salesforce Using Folder Structure

Thanks @Jane. That'll be helpful for a different purpose for sure, though for this purpose we essentially just want to either "link" our existing structure to DFS, or have a quick way to recreate all of our existing Accounts folders (i.e. rather than doing each one manually through the DFS widget).

I'm also conscious that, even with all folders setup correctly, if a user was to create a new folder directly in DropBox it wouldn't automatically link it to the Account in Salesforce based on the Account name. From what I understand, every Account folder would have to be created through the DFS widget?

How can we overcome these so we are truly automating the creation of folders - regardless of whether they're creating through the DFS widget or directly in DropBox?

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Dropboxer

Re: Dropbox for Salesforce Using Folder Structure

Thanks for circling back to me here @JStanton; let me submit your additional inquiries to a team specialist, who’ll further advise on how you could go about on the matter. Following to our discussion here, I’ve made sure to reach out to you directly via email on my end. 
 
Whenever you find some time, please check your inbox for my message & I’ll make sure to promptly get back in touch with you asap. Thanks again & I’ll be awaiting your next reply!



Jane
Community Moderator @ Dropbox
https://dropbox.com/support


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