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We are using the Dropbox for Salesforce integration. Our customer service agents create support 'Cases' in Salesforce. We have accompanying documents that are a part of that support case which are stored in our Dropbox Business Team account.
We need those accompanying documents to stay with the support case they are associated with.
However, when we need to transfer the support case to a different customer service agent (change ownership of the case in Salesforce) the accompanying documents are automatically deleted from Dropbox and we have to go into Dropbox and restore them.
How do we fix this problem—any suggestions?
Thanks!
Hey @readydesk, sorry to hear you're having issues with this.
Can you please clarify if you're a team member or the team's admin and if you've been through the Help Center articles I linked to?
Have you maybe reached out to our Support team about this? If so, please share your ticket ID so that I can look it up in our system too.
Thanks!
Walter
Community Moderator @ Dropbox
dropbox.com/support
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I am a Team Admin. We are experiencing this same issue. We have been trying to resolve this for the past 20 days during which time the issue was escalated to Advanced Support. I have yet to hear back.
Issue #1
We are using Case(s) that have accompanying documents that are a part of that particular support Case. The files are stored in Dropbox.
When we transfer the case to another team member, this changes the ownership of the Case in Salesforce and the accompanying documents are automatically deleted and placed into the Dropbox Deleted folder, requiring us to restore the files after each transfer of ownership.
Issue#2
During this deletion process mentioned under Issue #1, the person transferring ownership of the case receives an error - "Line 713, Column 1 script-thrown exception"
Issue #3
Sometimes during the ownership change, referenced in Issue #1, multiple folders are being created when trying to restore the deleted files.
Any thoughts of how to fix this?
Shame on me for not reading the contract earlier, but if you cancel your account, there is no refund. No protections for lack of service either.
Hey @1sharpshooter, thanks for the nudge here and sorry to see you'r having these issues.
Can you please give us the ticket number for your communication with our support team, so we can look it up on our end?
Thanks!
Hannah
Community Moderator @ Dropbox
dropbox.com/support
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The ticket number is 21598537
Thanks for the ticket number, @1sharpshooter!
I was able to locate it in our system, and I’ve left an internal message to our team, so that they can also see your post here.
Nancy
Community Moderator @ Dropbox
dropbox.com/support
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Thank you.
i have similar problem. What was the solution?
Hey @_Stefan - sorry to hear about this.
Could you let us know some additional information about the issue you're facing so that we can make sure we're on the same page?
Did you try getting in touch with our support team for further assistance?
Walter
Community Moderator @ Dropbox
dropbox.com/support
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When we change case owner in SF for a case where we have documents saved in Dropbox, all documents in dropbox under that case disappear.
Hi there!
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