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]
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
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?
In the above example, each file goes for each record.
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.
Let me know if you have any questions!
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!
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?
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.
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For more info on available support options, see this article.
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