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imsharmaine20's avatar
imsharmaine20
Explorer | Level 3
2 years ago

File doesn't move over after lead conversion in Salesforce

I have a Lead with files in Dropbox, and when I convert it to Account, Opportunity, or Contact record, the file doesn't move over to the new record's Dropbox.
Third Party Integrations
Walter's avatar
Walter
Icon for Dropbox Staff rankDropbox Staff
2 years ago

Hi there imsharmaine20, sorry to hear you're having issues with this.

 

I'm not sure if this would help, but have you consulted  this Help Center article yet?

 

Let me know and we'll take it from there. 

  • imsharmaine20's avatar
    imsharmaine20
    Explorer | Level 3
    2 years ago

    Hi @walter, I can't open the link you sent, it says "Not found"

  • Walter's avatar
    Walter
    Icon for Dropbox Staff rankDropbox Staff
    2 years ago

    Thanks for flagging this imsharmaine20 - I just corrected it.

     

    Could you have a look and let me know if it works now?

     

    Thanks!

    • imsharmaine20's avatar
      imsharmaine20
      Explorer | Level 3
      2 years ago

      Yes, everything is setup and configured based on the Advanced admin settings instructions, but the issue still occurs.

      • Walter's avatar
        Walter
        Icon for Dropbox Staff rankDropbox Staff
        2 years ago

        Thanks for the clarification imsharmaine20 

         

        May we reach out via email to  have a further look internally at this point?

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