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

Re: Dropbox for Salesforce Using Folder Structure

CloudJungle
New member | Level 2

Hi all,

Some general notes regarding folder structure.

We are Salesforce & Dropbox Partners in the UK and have overcome some of the issues above. Here are some of our findings....

1. In the "Advanced Admin Guide" for Dropbox for Salesforce the Key section is around creating your Custome Folder Structure utilising a Custom Field on the Salesforce Object. The guide falls a little short in explaining what to do next but you Essentially need a formula to represent the pathway you require.

For Example, we have a Master-Detail Relationship between Projects and Sprints. If adding a file to a Sprint record then the Custom_Dropbpx_Path formula looks like this.

"Projects/"& Project__r.Name &"/Sprints/"&Name

This works really well. In the Case that we have "Project A" with a child record of "Sprint 1" then even if there is not a "Project A" folder set up under Projects, as soon as a Sprint file is added then both the "Project A" and "Sprint 1" folders are set up correctly nested with the new file located in the Sprint 1 folder.

(Note our Custom_Dropbox_Path__c formula would return "Projects/Project A/Sprint 1" in this instance. Also, note you will need a validation rule to stop users using the character "/" in record names as it will create unwanted nested folders!)

(Note you will probably need some Salesforce expertise to set this up for your Salesforce Org).

Furthermore, @JStanton and @KBMas  mention a need for a more bespoke folder structure. This can be achieved by using a Combination of the "Custom_Dropbox_Path__c" formula and the Template Feature (again in the advanced user guide).

The Templates could automatically create the Folder structure for new Object records. The Formula could be extended by using a nested IF Statement to decide on the pathway (dependent upon the status of the record)

Hope this helps - it is a jungle out there!

Steve [link to external website removed by moderation]

Re: Dropbox for Salesforce Using Folder Structure

reddsummit
Explorer | Level 3

This solution is very helpful.  I need a bit more help on the using Salesforce Documents/Template.  Do I need to use the folder name template?  In other words, when logging into dropbox would your example file structure look like this? 

Salesforce Documents/Template/Projects/Project A/Sprint 1 

files in root folder to salesforce records

ibroof
New member | Level 2

we have a requirement where we have all files in one folder and need to be associated to different records in salesforce. these files are getting added to the folder by a different application. with out changing the folder structure, how can we associate and show the appropriate files under the appropriate records in salesforce?

 

Folder

         FileName1

         FileName2

         FileName3

 

Salesforce

         Object

                 Record1

                 Record2

                 Record3

In the above example, each file goes for each record.                                  

Thanks

IB

Re: files in root folder to salesforce records

Daphne
Dropboxer

Hey @ibroof, thanks for reaching out to us here!

Just to note, I've moved your post here as it seems that you have the same question posted by the OP.

Can you please take a look at Jane's previous responses here and here for some more info on this?

Let me know if you have any questions!


Daphne
Community Moderator @ Dropbox
dropbox.com/support


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Re: files in root folder to salesforce records

ibroof
New member | Level 2

Thanks Daphne, for your response. 

May I know how you can change the folder template?

Thanks

IB

Re: files in root folder to salesforce records

Daphne
Dropboxer

Thanks for getting back to me @ibroof!

You can find the exact steps listed here on how you can build a new template folder structure for your linked folders with Dropbox.

I hope this helps!


Daphne
Community Moderator @ Dropbox
dropbox.com/support


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Re: Dropbox for Salesforce Using Folder Structure

ronj_taqtiq
New member | Level 2

Hi, I have read through this message trail and it looks like this question hasnt been answered yet... Are there any solutions for this?

 

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?

Re: Dropbox for Salesforce Using Folder Structure

Daphne
Dropboxer

Hi @ronj_taqtiq, thanks for joining us here!

 

To better assist you with getting this integration set up alongside your Dropbox account, I'd suggest reaching out to our Support team where our specialists will be able to advise on this.

 

I'd suggest being signed into the account that you're setting this up with online, so that you can see the available support options for your plan from here.

 

Once you've done this, you can let me know the ticket number (eg. #1234567) and I can send along your comments from here if you'd like.

 

Thanks!


Daphne
Community Moderator @ Dropbox
dropbox.com/support


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:arrows_counterclockwise: Still stuck? Ask me a question!
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