How to Integrate Dropbox with Salesforce
- George Apostolov
How to Integrate Dropbox with Salesforce: step-by-step guide
Navigate to the top navigation bar, then click the 'Settings' icon.
Tap 'Setup' afterwards.
Following that, go to the left-side panel and click the 'Apps' menu under Platform Tools.
Tap 'AppExchange Marketplace'.
Subsequently, click 'Go To AppExchange' to proceed.
Search for 'Dropbox' and then choose 'Dropbox For Salesforce' from the results.
Click 'Get It Now' to start the integration process.
Next, specify the Salesforce account you prefer to integrate and then tap 'Install in Production'.
Click 'Confirm and Install' afterwards.
After that, configure the access settings based on your preferences and then tap 'Install'.
Subsequently, grant Dropbox third-party access and then click 'Continue'.
After completing these steps, your Salesforce account will be integrated instantly with Dropbox.
Quick answer: To integrate Dropbox with Salesforce, open Settings in Salesforce, go to Setup, access AppExchange via Apps, and search for Dropbox For Salesforce. Select Get It Now, choose your account, click Install in Production, confirm and install, configure access, grant third-party access, and continue to complete the integration instantly.
About this Salesforce tutorial
Connect Dropbox to Salesforce by installing the integration from the AppExchange marketplace and granting access permissions. This guide shows how to integrate Dropbox with Salesforce in 12 steps, starting with "Navigate to the top navigation bar, then click the 'Settings' icon" and finishing with "After completing these steps, your Salesforce account will be integrated instantly with...". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate Dropbox with Salesforce?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce and Dropbox. Related guides: How to Integrate GoTo Meeting with Salesforce, Hubspot salesforce integration and How to Integrate Intercom with Salesforce. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
