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Dropbox for Salesforce

By Beaufort 12 FZCO

Dropbox File Storage, Document Management & Sync Embedded in Salesforce

Starting at $45   USD/45/month
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Business Need
Sales
Marketing
Document Management
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud

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.

Highlights

⭐ 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.

Provider Details

Beaufort 12 is a team of business-minded cloud technologists. For over 15 years we have built Salesforce applications that connect the cloud services businesses already rely on, removing manual work and keeping data accurate across systems. We partner with the world's leading brands to bring premier integration solutions to the AppExchange, including Mailchimp, Campaign Monitor, Emma, Eventbrite and Dropbox. Thousands of organisations use our apps, from commercial enterprises to governments and universities. Everything we build starts from experience as Salesforce users and developers. That means native architecture, careful attention to admin usability, and integrations that behave predictably at scale. We continually enhance our products in line with each Salesforce release, and we are extending them into Agentforce so customers can bring their connected data into agentic workflows.

Pricing Details

Pricing is tier based on the number of Dropbox users you can learn more here - https://www.beaufort12.com/dropbox/pricing

5 User Minimum

$45 USD/45/month

Free trial available for 30 days

Lowest Starting Price

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