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Dropbox for Agentforce

Give your AI agents the power to find, manage and organise Dropbox content

Overview

Add Dropbox file management to your Agentforce agents. This extension ships 3 ready-to-use topics and 15 actions so employees can check Dropbox health, find files linked to Salesforce records, and organize folders — all in natural language.

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  • EXTEND YOUR OWN AI AGENT Add 19 ready-to-use Dropbox actions across 3 topics without building custom integration

  • FIND THE RIGHT DOCUMENTS, FASTER Find, search and summarise Dropbox files linked to Salesforce Accounts, Contacts, Leads and Opportunities.

  • AUTOMATE FILE & FOLDER MANAGEMENT: Create, rename, move, copy and organise Dropbox files and folders through natural-language requests.

  • WORK ACROSS SALESFORCE, SLACK & AI ASSISTANTS: Extend Dropbox capabilities through Headless Agentforce and MCP-enabled assistants, including Claude, ChatGPT and Cursor.

  • SECURE, PERMISSION-AWARE ACTIONS: Every action uses the requesting user's Dropbox OAuth connection and respects their existing permissions.

  • KEEP FILES IN DROPBOX: Manage Dropbox content without copying files into Salesforce or consuming Salesforce file storage.

  • NO CODE, NO PROMPT ENGINEERING: Add ready-to-use Dropbox topics and actions to your own Agentforce agents directly from the Asset Library, without custom development.

  • BUILT ON THE OFFICIAL DROPBOX INTEGRATION: Extends Dropbox for Salesforce, providing secure Dropbox connectivity and Salesforce record-to-folder mapping. Requires Dropbox for Salesforce.

  • SALESFORCE-NATIVE, NO MIDDLEWARE: Runs inside your Salesforce org, without Beaufort 12 servers or third-party sync platforms in the data path. Your Dropbox files remain in Dropbox.

Dropbox for Agentforce provides 19 ready-to-use actions across 3 subagents, enabling you to extend your own Agentforce agents with Dropbox capabilities without building integrations from scratch. Add these capabilities to your agents to work with Dropbox files linked to Salesforce Accounts, Contacts, Leads and Opportunities. WHAT YOUR AGENTS CAN DO • Document Discovery: Find, search and summarise Dropbox files linked to Salesforce records, and generate shareable links. • Folder Operations: Create, rename, move, copy, delete and organise Dropbox files and folders. • Workspace Health: Check Dropbox connectivity and storage availability before executing actions. WORK BEYOND SALESFORCE Extend these capabilities across Salesforce, Slack and MCP-enabled AI assistants through Headless Agentforce, including the ability to upload Slack attachments directly to Dropbox. SECURE BY DESIGN Every action runs using the requesting user's Dropbox OAuth connection, respecting their existing permissions. Files remain securely stored in Dropbox. Developed by Beaufort 12, the team behind the official Salesforce integrations for Dropbox, Mailchimp, Campaign Monitor, and Emma.

Categories

Business Needs
Productivity
Marketing
Collaboration
Industries
Education
Professional Services
Nonprofit
Personas
Business User
Consultant
Marketer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
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
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Supported Languages
English

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