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Salesforce Integration - Adding new folders are only personal

We have a salesforce integration and at some point in the last year something changed so that when users add a few folder it is only added to their personal folders instead of the company one where everyone can view the content and add to it.

We have a centralised structure for all these folders but now have to manually move them after creation to make them visible to all.

Does anyone know how I can change this default setting? Salesforce tells me I need to ask Dropbox.

Thanks.

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brooks_dbx

Hello @mmpUCG and @justinSCW,

Version 1.704 of the Dropbox for Salesforce integration was just released and fixes the issue creating a folder first for a blank record. Please upgrade your package and let us know if that resolves the issue for you.

How to update Salesforce package: https://www.dropbox.com/l/AABz5YLTu2MWFnYKiZn6MxDlPvb5zYq9Jao#How-to-update-your-Dropbox-for-Salesforce-integration

All comments

Hannah

Hey @mmpUCG, thanks for reaching out to the Dropbox Community.

This is actually an expected change; if I'm not mistaken, this started happening after your team was moved to the new version of Dropbox Business, correct?

The 'Salesforce Documents' folder that is saved in the team member folder, will need to be shared with the team, in order for them to access it.

Any existing 'Salesforce Documents' in the team space will need to be moved to the new member folder version of the folder for the team to access through Salesforce.

I hope this clarifies things, but let me know if you have any questions.

mmpUCG

Thanks. I have now moved the sales force folder into the Teams folder.

We are still not able to view the folders within it through sales force though. Only directly through dropbox.

I guess I might need an overall guide for the integration between the two. Does that exist?

Thanks for your help so far.

Hannah

Here's a user guide for the Dropbox for Salesforce integration, @mmpUCG!

If you do have other questions, though, please let us know.

mmpUCG

Hi thanks.

I've read through the guide, but honestly we are going in circles. The Salesforce folder has been moved into teh teams folder but when we create folders inside of Salesforce then they are being created inside a personal Salesforce folder within our personal dropbox accounts.

I don't see how to change the settings within Salesforce to use the teams folder as the root.

Hannah

I understand your frustration, @mmpUCG.

As I mentioned, this is expected, so there's no setting that will allow you to change this.

The sharing of the folder is basically the workaround, however, I will pass your comments to our team, so thanks for your feedback.

If you need anything else, please let us know.

mmpUCG

Oh, I actually didn't understand that was the norm. I though moving the Salesforce folder into the teams folder would resolve it and everyone would be able to see the contents.

That's really disappointing.

What is actually the purpose of the Salesforce integration then if we cannot collaborate as a team?

As far as I can tell the only 'benefit' is to be able to create a folder within Salesforce... but then no one else can see it, use it or add to it now?

Is that correct or am I missing a vital piece of the puzzle?

It all used to work so beautifully for us.

Walter

Hey @mmpUCG, sorry to jump in here.

I'm not sure if you're familiar with this Help Center article and this one. Could you have a look and let us know if they help at all?

Also, did you disconnect the Salesforce integration and reconnect it to your account after migrating to the new structure for your team account?

mmpUCG

Hi there,

I am reviewing the help articles here: https://help.dropbox.com/integrations/salesforce-advanced.

In particular, this section is describing what is happening accurately, but it is the opposite of what we want to happen. We want created folders to be shared and visible to all users. I do not see specific instructions on how to make this happen?

Notes:

If you have Follow Salesforce Sharing enabled for objects with a Private Organization-wide sharing default, a Private Salesforce Documents folder will be created upon adding files/folders via the Dropbox component to new records. This folder will only be added to the record owner’s Dropbox account

Walter

Selecting 'All of Dropbox for Object' and 'Dropbox for Object' give different visibility into a signed-in user's Dropbox account from Salesforce. 'All of Dropbox for Object' gives access to the user's entire Dropbox folder, regardless of which record they're viewing. They can view and modify all of their Dropbox folder from the Dropbox for Salesforce integration.

For more information, you can take a look at this Help Center article under the 'What's the difference between 'All of Dropbox for Object' session at the end of the page.

I hope this helps @mmpUCG

mmpUCG

That still sounds like it is limited to the users personal view/folders. I am trying to get back to where we were: namely all folders being visible by all users. The idea of us using dropbox is to share access and visibility to the folders. If they are only personal it's not useable.

Walter

I'm not sure if this helps, but Salesforce admins can set up Dropbox for Salesforce to follow their existing Salesforce security model @mmpUCG

By default, Dropbox for Salesforce follows the Salesforce security model.

justinSCW

Thanks, your fix resolved one issue. Now I just need to resolver how to add a new folder.

Hannah

Hey @justinSCW, are you referring to adding a folder in the team shared workspace, instead of the team member folder (folder with the team member's name)?

justinSCW

Hi Hannah, I am referring to when we create a new opportunity and no folder or file exist for this opp. We can successfuly upload a file from this point but when we add a New Folder first, it doesnt do anything and doesnt add the folder.

Screenshot 2024-05-30 at 10.48.57 AM.png

mmpUCG

I've had this problem for a long time too. No solution seems to be available as of yet.

Nancy

@justinSCW, I had a look into our system and I can see you’re already in touch with our support team. Since they have account visibility, I’d definitely suggest that you check this with them as well and see if they can see something more on their end.

@mmpUCG, if you’re having the same issue/question @justinSCW posed above, can I log a ticket for you too and check this internally?

brooks_dbx

justinSCW

This works...sort of. It does allow me to create a new folder on a brand new opportunity but it does not refresh the dropbox window with the new folder. It still shows "There are no files associated with this Opportunity". I have to either refresh the browser or add another folder/file to make the first folder accessible.