How Dropbox for Salesforce can help sales teams stay in Sync!


Jul, 16

How Dropbox for Salesforce can help sales teams stay in Sync!

Dropbox + Salesforce Better Together

Teams today exchange storage and information in many different ways today including emails, instant messages, excel sheets and more! However, what’s crucial is that sales teams want to access that information, it’s available instantly. That’s why Dropbox and Salesforce make a great team!

Why Dropbox & Salesforce work Better Together?

In your customers’ Salesforce records, they can easily pull in all their business-critical files from Dropbox for Business and keep them organized according to the Accounts, Contacts, Leads, and Opportunities you care about.

With this integration, Dropbox for Business becomes the information backbone for your customers’ Salesforce accounts. They can:


  • Upload files to Dropbox directly from a Salesforce record
  • Keep content up to date for everyone in Salesforce who has access to the record
  • Access files via Salesforce web (including Chatter) and the Salesforce1 mobile app

If customers are worried about who all can access and control this information? Now you can assure them that they don’t have to! Since permissions are mapped between Dropbox and Salesforce, they’ll always have visibility and control over who can access files. Dropbox for Business admins will also see a dashboard within Salesforce, making it easy for them to get insights into Dropbox usage.

Do your customers’ sales team run on Salesforce? If so, you can get them started by adding the Dropbox app from the Salesforce AppExchange. Dropbox Business is available for resale via  the Ingram Micro Cloud Marketplace in India. For Partnership opportunities contact our Cloud Team at or call us on +91 22 3056 1234, for a free demo of Dropbox Business!

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