How do I use Create Folder for Record in Flow?
Dropbox for Salesforce includes a Flow action called Create Folder for Record. It creates or finds the Dropbox folder for a Salesforce record, and can also create optional subfolders under that record folder in a single step.
This is useful when you want folders ready as soon as a record is created or updated, without asking users to open the Dropbox component first.
The Solution
Add the action to a Flow
In Flow Builder, add an Action and search for Create Folder for Record under the Dropbox category. Opening the action shows a guided editor with folder rows, a live preview, and merge-field support.
Choose the Salesforce record
In a record-triggered flow, the record is filled in automatically. In screen or autolaunched flows, choose a Flow variable that holds the Salesforce record Id.
Define the folders to create
Add one folder per row. Use / to nest folders, for example legal/contracts/2026. Leave the folder list blank if you only want the record's root Dropbox folder created or found.
You can insert Flow variables, formulas, or constants with the merge-field button. If you just created a new Flow resource, close the action and open it again so it appears in the list, or type {!ResourceName} directly.
Folder naming rules
- Use
/for nested folders - Use
;or,between sibling folders, for examplefinance/reporting;marketing;operations - Maximum 10 folders per action
- Folder names cannot contain characters that Dropbox rejects
Optional parent path
In Advanced settings you can set a parent path under the record folder. Folder names are then created beneath that path.
Use an asynchronous path for record-triggered flows
This action makes Dropbox callouts. In a record-triggered flow, run it on an asynchronous path (Async After Commit). Running it on the synchronous after-save path can fail because Salesforce does not allow callouts while record DML is still pending.
Before you start
- Connect Dropbox for Salesforce in the org
- Ensure a workspace (root Dropbox folder) is configured
- The running user needs access to use Dropbox for Salesforce
Once the flow runs, open the Salesforce record and check the Dropbox component, or look in Dropbox under that record's folder, to confirm the folders were created.
