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File doesn't move over after lead conversion in Salesforce

File doesn't move over after lead conversion in Salesforce

imsharmaine20
Explorer | Level 3

I have a Lead with files in Dropbox, and when I convert it to Account, Opportunity, or Contact record, the file doesn't move over to the new record's Dropbox.

8 Replies 8

Walter
Dropbox Staff

Hi there @imsharmaine20, sorry to hear you're having issues with this.

 

I'm not sure if this would help, but have you consulted  this Help Center article yet?

 

Let me know and we'll take it from there. 


Walter
Community Moderator @ Dropbox
dropbox.com/support


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imsharmaine20
Explorer | Level 3

Hi @walter, I can't open the link you sent, it says "Not found"

Walter
Dropbox Staff

Thanks for flagging this @imsharmaine20 - I just corrected it.

 

Could you have a look and let me know if it works now?

 

Thanks!


Walter
Community Moderator @ Dropbox
dropbox.com/support


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imsharmaine20
Explorer | Level 3

Yes, everything is setup and configured based on the Advanced admin settings instructions, but the issue still occurs.

Walter
Dropbox Staff

Thanks for the clarification @imsharmaine20 

 

May we reach out via email to  have a further look internally at this point?


Walter
Community Moderator @ Dropbox
dropbox.com/support


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imsharmaine20
Explorer | Level 3

Yes, please contact me via email. 

Nancy
Dropbox Staff

Hey @imsharmaine20! Please check your email address, and reply back to my message, when you get some free time. 

 

Cheers.


Nancy
Community Moderator @ Dropbox
dropbox.com/support


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cloudtal
New member | Level 2

We have the same issue, it would be useful if the solution could be added the knowledge base, this a very common use case.

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Top contributors to this post

  • User avatar
    cloudtal New member | Level 2
  • User avatar
    Nancy Dropbox Staff
  • User avatar
    imsharmaine20 Explorer | Level 3
  • User avatar
    Walter Dropbox Staff
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