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

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
Hannah's avatar
Hannah
Icon for Dropbox Staff rankDropbox Staff

Hey mmpUCG, thanks for reaching out to the Dropbox Community.

 

This is actually an expected change; if I'm not mistaken, this started happening after your team was moved to the new version of Dropbox Business, correct?

 

The 'Salesforce Documents' folder that is saved in the team member folder, will need to be shared with the team, in order for them to access it. 

 

Any existing 'Salesforce Documents' in the team space will need to be moved to the new member folder version of the folder for the team to access through Salesforce.

 

I hope this clarifies things, but let me know if you have any questions. 

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

Thanks. I have now moved the sales force folder into the Teams folder. 

 

We are still not able to view the folders within it through sales force though. Only directly through dropbox.

 

I guess I might need an overall guide for the integration between the two. Does that exist?

 

Thanks for your help so far.

  • Hannah's avatar
    Hannah
    Icon for Dropbox Staff rankDropbox Staff
    2 years ago

    Here's a user guide for the Dropbox for Salesforce integration, mmpUCG!

     

    If you do have other questions, though, please let us know.

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

      Hi thanks.

       

      I've read through the guide, but honestly we are going in circles. The Salesforce folder has been moved into teh teams folder but when we create folders inside of Salesforce then they are being created inside a personal Salesforce folder within our personal dropbox accounts.

       

      I don't see how to change the settings within Salesforce to use the teams folder as the root. 

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