SharePoint Connector
Connects SharePoint with Salesforce Platform to manage files and folders from Salesforce record pages.
ABSYZ Software Consulting Pvt. Ltd.Paid
Dropbox for Salesforce
by Beaufort 12 FZCOSalesforcePaid
Manage Dropbox content from Salesforce records, including file uploads, previews, searches, folder navigation and sharing.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Dropbox for Salesforce brings Dropbox file storage and document management into Salesforce Lightning Experience. From a Salesforce record, users can add files, view documents, navigate folders, search content and organise Dropbox items. The integration also supports folder creation, downloads, sharing, deletion, metadata display and two-way synchronisation with Dropbox. It can automatically create and associate a Dropbox folder with each Salesforce record.
Key capabilities
from the Salesforce AppExchange listingDropbox content access
Open Dropbox folders and files from Salesforce record pages.
File uploads
Add one or more files to Dropbox from a Salesforce record using drag-and-drop.
Content search
Find Dropbox files in Salesforce through keyword filtering.
Document previews
View PDF, image and document files before downloading them.
Folder navigation
Move between parent folders and subfolders with breadcrumb navigation.
File management
Download, share or delete Dropbox files within Salesforce.
Metadata display
Show file owner, path, size and modified date in a metadata panel.
Record folder creation
Create and link a Dropbox folder automatically for each Salesforce record.
Use cases
- Sales teams can manage proposals and contracts from Salesforce.
- Customer service teams can organise onboarding documents.
- Marketing teams can store brand assets, and operations teams can handle project files.
Who it's for
Sales, customer service, marketing and operations teams.
How it compares
Dropbox for Salesforce connects Salesforce records with Dropbox files and folders. SharePoint Connector connects Salesforce object record pages with SharePoint files and folders. Dropbox for Salesforce includes file search, previews, metadata display and Dropbox folder creation for Salesforce records; the listed SharePoint Connector description does not state those functions.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| SharePoint Connector | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Documents and content
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Dropbox for Salesforce by Beaufort12 is a native Lightning Web Component that brings Dropbox file storage, document management and real-time sync directly into Salesforce. Users can upload files, preview documents, browse folders, search content and organise Dropbox files without ever leaving a Salesforce record. The …»