NOTE: You must have a Salesforce Business/Enterprise Plan to sync using cloudHQ.

A short illustration of how this is done can be watched in demonstration video here:
cloudHQ with Credeon.

Here are the instructions for how to set it up:

1. Go to the Credeon website and install Credeon:



2. Follow the installation procedure guide:



3. You will be notified of successful installation:



4. Configure Credeon to protect Dropbox. Right-click on the folder you want to encrypt, then select “CredeonCP encryption settings”:



5. Select your project and click “Ok”:

If you have not created a project, please follow these steps in the Credeon website for MAC users: Create Project for MAC. If you’re using a PC, please follow these steps in Credeon website for Windows users: Create Project for Windows.



6. A CredeonCP folder will be opened and files will be automatically encrypted. You will see the folder icon with a silver lock, which means it is encrypted by Credeon:



7. Go to the Synchronization wizard https://cloudHQ.net/synch_wizard:



8. Click on Salesforce icon

   

 

9. Select an already-configured Salesforce account or click “Add Salesforce” to add new Salesforce account:

   

10. If you click “Add Salesforce,” you will be forwarded to authorize cloudHQ to access your account:

    

11. Choose what you’d like to sync or back up, then click “Next Step”:

    

12. Click the Dropbox icon:

    

13. Select an already-configured Dropbox account, or add a new Dropbox account:

    

14. If you click “Add Dropbox,” you will be forwarded to authorize cloudHQ to access your account:

    

15. Select what you’d like to sync, then click “Next”:

    

16. Select the Dropbox folder you have encrypted earlier to sync with Salesforce:

    

17. Choose your options. Synchronization will start automatically:

    

18. The synchronization pair and status will display after the initial synchronization.
19. An email will confirm the success of the initial synchronization.
20. The files will be automatically encrypted in Dropbox:

    

21. When you add files in Dropbox, they will also be encrypted in Salesforce:

    

Note: You need to have Credeon installed to read files.