How to Integrate Dropbox with Salesforce

Guide

1. Navigate to the top navigation bar, then click the 'Settings' icon.

2. Tap 'Setup' afterwards.

3. Following that, go to the left-side panel and click the 'Apps' menu under Platform Tools.

4. Tap 'AppExchange Marketplace'.

5. Subsequently, click 'Go To AppExchange' to proceed.

6. Search for 'Dropbox' and then choose 'Dropbox For Salesforce' from the results.

7. Click 'Get It Now' to start the integration process.

8. Next, specify the Salesforce account you prefer to integrate and then tap 'Install in Production'.

9. Click 'Confirm and Install' afterwards.

10. After that, configure the access settings based on your preferences and then tap 'Install'.

11. Subsequently, grant Dropbox third-party access and then click 'Continue'.

12. After completing these steps, your Salesforce account will be integrated instantly with Dropbox.