NOTE: During the creation of a sync pair between Salesforce and Dropbox, cloudHQ will create the following folders:

  • Data Export – this folder contains all CSV exports created by us + scheduled exports
  • Reports – this folder contains all your reports
  • Documents and Files – this folder contains all files and documents inside your Salesforce account
  • Accounts, Campaigns, etc. – this folder contains files, documents, notes, discussions and summaries for each of your accounts, campaigns, opportunities…

For example, for each account, you will see “Account_summary.pdf,” which is a summary of information for that account.

Here are short instructions for how to sync Salesforce to Dropbox.

NOTE: You must have cloudHQ Business Plan to sync Salesforce.

  1. Start the synchronization wizard to sync two cloud accounts.
  2. Click the Salesforce icon:
     Salesforce icon
  3. Select an already-configured Salesforce account or click “Add Salesforce” to add a new Salesforce account:
     Salesforce account
  4. If you click “Add Salesforce,” you will be forwarded to authorize cloudHQ to access your account:
    Add Salesforce
  5. Choose how you want to sync Salesforce, then click “Next Step”:
    Salesforce folder
  6. Click the Dropbox icon:
    Dropbox icon
  7. Select an already-configured Dropbox account or add a new Dropbox account:
    Dropbox account
  8. If you click “Add Dropbox,” you will be forwarded to authorize cloudHQ to access your account:
    authorize cloudHQ
  9. Select what you’d like to sync, then click “Next”:
    Dropbox folder
  10. Select the Dropbox folder you want to sync with Salesforce or click “Create folder” for a new one:
    Dropbox folder
  11. Choose your options. Synchronization will start automatically:
    Start sync
  12. The synchronization status will display after the initial synchronization.
  13. Here is How to Monitor Status of Sync.
  14. An email will confirm the success of the initial synchronization.