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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 e...
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
Hannah
Dropbox Staff
Dropbox StaffHey 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.
HannahDropbox Staff
Dropbox StaffI 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.
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?
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
