FAQs · Dropbox support

What are workspaces and how can I manage them?

A workspace is a linked root folder in Dropbox where the integration stores your Salesforce files. Most companies only need one, but you can have several and switch between them.

What a workspace is

Dropbox for Salesforce needs at least one root folder to work, and you're prompted to set it up the first time you connect. Inside that root, the integration builds folders automatically by object and then by record, so an Account called Burlington Arcade ends up at Salesforce Documents > Accounts > Burlington Arcade. You don't create those subfolders yourself; they appear the first time someone opens the Dropbox File Manager on the record.

Single workspace

Most customers connect one root folder. That keeps the structure simple and predictable: every Salesforce record gets a folder under the same Workspace > Object > Record pattern.

Multiple workspaces

You can link more than one root folder, for example to keep Sales and Marketing files apart. Administrators with the Dropbox Admin permission set manage them from Manage Workspaces in the Dropbox File Manager's actions menu, where you can add a new root folder or remove one. Removing a workspace never deletes anything from Dropbox.

Switching between workspaces

When more than one workspace is set up, a Workspace picker appears in the File Manager header. Choosing a workspace changes which root folder you're browsing, and the choice is remembered for you personally, so it doesn't affect your colleagues.

Related Articles

• Workspaces and Team Folders [Full Guide]

• Why can my administrator not see Manage Workspaces or Account Details?

• How do I rename a linked Dropbox folder from Salesforce?

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