Setup Guide
6 minute read
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This guide shows how to install, add our product to the page and connect to Dropbox. It is primarily aimed at Salesforce consultants and system administrators.
Installation
Before making any purchase decisions, we recommend trying our application. You can install our product directly in your Salesforce production or sandbox org.
- Installation in production will start a free, fully-featured 14-day trial.
- Installing in a sandbox provides a trial that will last indefinitely, but is for the sole purpose of testing.
Salesforce has a standard installation process for all applications. The interactive guide below will take you through the installation process. You can also check our Salesforce AppExchange listing.
The integration works with the following Salesforce editions, Professional, Enterprise, Performance, and Unlimited. It works in both Salesforce Classic and Lightning user interfaces, and you can install it in your Salesforce production, sandbox, or developer orgs.
Page Setup
To use Dropbox for Salesforce you need to add our component to your page layouts. Once you have done that, for the first time you will be asked to connect to Dropbox.
Connection
Once you have our component on the page you are free to connect your Dropbox account.
Once you have connected every time you visit a Salesforce record with our component we will either create a folder in Dropbox or surface what is already there.
In this article
