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How to Auto-Sync Salesforce Files / Attachments with DropBox?

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File ZIPO
How to Auto-Sync Salesforce Files / Attachments with DropBox?

A XYZ company is an Accounting firm which manages many clients (Account). Currently, all the files or attachments of all the accounts are stored in Salesforce and accounting person manually download the files/attachments and upload them on DropBox Account.

  • Is there a way to automatically upload the files or attachments from Salesforce to DropBox (whenever it is created in Salesforce)?
  • Can we automatically access the DropBox files directly in Salesforce without logging into DropBox?

Solution:

As Files or Attachments of any object’s record can be “Auto-Synced” to “DropBox” account, so we need to perform below steps to Configure “Auto-Sync” functionality using File ZIPO:

Step 1: Add or Configure a new DropBox Account in File ZIPO
Step 2: Define the objects which needs to be Auto-Synced across Salesforce & DropBox
Step 3: Add the FileZIPO Sync Component on the Object’s record page to access Sync records

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