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Dropbox for Salesforce

Dropbox File Storage, Document Management & Sync Embedded in Salesforce

Overview

Work faster with Dropbox right inside Salesforce. Upload files, preview documents, create folders, search content and sync everything instantly—without switching tabs. Perfect for Sales, CS, Marketing and Operations teams.

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See How Dropbox for Salesforce Works

  • ⭐ Native Dropbox File Management Access all Dropbox folders directly from Salesforce. Benefit: No more jumping between tabs or losing track of content.

  • 📄 Drag-and-Drop Uploads Upload single or multiple files into Dropbox from any record. Benefit: Faster workflows for sales, CS and project teams.

  • 🔍 Instant File Search Search Dropbox files inside Salesforce using keyword filtering. Benefit: Find proposals, decks or contracts in seconds.

  • 👀 File Preview (PDF, images, docs) Preview files before downloading. Benefit: Quick validation and review without opening new tabs.

  • 🧭Breadcrumb Navigation Move easily between parent and subfolders. Benefit: Stay organised even with complex folder structures.

  • 🗑 Download, Share, Delete Complete control over Dropbox files without leaving CRM. Benefit: Reduces friction in customer-facing processes.

  • 📊 File Metadata Panel See file owner, path, size, modified date and more. Benefit: Clear auditability and version confidence.

  • 🔐 One-Click OAuth Setup Connect Dropbox in seconds. Benefit: Zero admin training required.

  • 📁 Automated Folder Structure Automatically creates and links a Dropbox folder for every Salesforce record. Benefit: Ensures a consistent, reliable folder structure without any manual setup.

Dropbox for Salesforce by Beaufort12 is a native Lightning Web Component that brings Dropbox file storage, document management and real-time sync directly into Salesforce. Users can upload files, preview documents, browse folders, search content and organise Dropbox files without ever leaving a Salesforce record. The integration supports drag-and-drop uploads, folder creation, breadcrumb navigation, metadata visibility, file previews, downloads, deleting and sharing—all performed directly inside Salesforce. Dropbox remains your source of truth, while Salesforce becomes the workflow layer for accessing and managing content. Designed for sales teams managing proposals and contracts, CS teams organising onboarding documents, marketing teams storing brand assets, and operations teams handling project files, this integration helps every user stay organised and move faster. Every component is built for Lightning Experience: clean interface, fast loading, secure OAuth authentication and seamless two-way sync with Dropbox.

Categories

Business Needs
Sales
Marketing
Document Management
Personas
Business User
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Person Accounts
Managed Package
Salesforce Mobile

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