Upload new Salesforce records as files in Dropbox
Connect your Salesforce and Dropbox to streamline your document handling. This workflow starts when a new record is created in Salesforce, then automatically saves a corresponding file to your Dropbox. It enhances efficiency, making sure you always have the necessary files at hand, right when you need them for your Salesforce records. It's a seamless integration for better record management and backup.
Connect your Salesforce and Dropbox to streamline your document handling. This workflow starts when a new record is created in Salesforce, then automatically saves a corresponding file to your Dropbox. It enhances efficiency, making sure you always have the necessary files at hand, right when you need them for your Salesforce records. It's a seamless integration for better record management and backup.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Upload File
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
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