DROPBOX FOR SALESFORCEEvery detail.
Better connected.
Keep Dropbox files alongside your Salesforce records. Find, upload and share the documents your team needs, right where the work happens.
A closer look
Built around your day.
A few good connections.
A lot of useful possibilities.
Keep your files in context.
Everyday file management in the Salesforce your team knows.
Any Salesforce object
Add Dropbox file access to the Salesforce records your team works with.
Read the guide ↗Upload from Salesforce
Upload files to Dropbox while working in Salesforce.
Read the guide ↗Search Dropbox
Find files across Dropbox without leaving your workflow.
Read the guide ↗Multi-workspace support
Work with your connected Dropbox workspaces and team folders.
Read the guide ↗Share the work. Keep the context.
Make files easy to reach and understand your storage.
Share file links
Create links to share Dropbox files.
Read the guide ↗Temporary download links
Use temporary download links for files.
Read the guide ↗Share folder links
Share a link to a Dropbox folder.
Read the guide ↗Storage usage
View Dropbox storage usage from the integration.
Read the guide ↗Give repeatable work a head start.
Connect folder management to Salesforce processes.
Automatic folder structures
Automatically create a folder structure in Dropbox.
Read the guide ↗Rename folders
Rename Dropbox folders from Salesforce.
Read the guide ↗Agentforce ready
Use the available actions with Agentforce agents and Salesforce Flows.
Read the guide ↗A good connection. Real help.
Guides, answers and people who understand the integration.
Knowledge base
Browse setup guides, walkthroughs and practical answers.
Read the guide ↗Basic email support
Contact the Beaufort 12 team for help with the integration.
Contact the team ↗Salesforce partner network
Talk to us about a trusted partner who can help with onboarding. Partner services may be charged separately.
Contact the team ↗A little help.
Right when you need it.
Find a guide, ask the AI assistant, or get in touch with the Beaufort 12 team.
Open search & AI chatOne connection. Shared context.
Good for your work.
Even better for your team.
Useful information, in a familiar place. So everyone can pick up the conversation.
Keep the latest assets within reach.
Find the files behind the next conversation.
Connect file management to your processes.
The practical details
Good to know.
How does the free trial work?
Try Dropbox for Salesforce free for 14 days. Follow the setup guide to install and connect your account.
Can I try it in a Salesforce sandbox?
Sandbox trials run for 30 days and can be extended to 90 days on request. A paid production licence includes unlimited sandboxes for testing.
How do I purchase or cancel?
Purchase from the app using Stripe. Prices are in US dollars and subscriptions renew monthly. You can change your plan or cancel at any time.
