Dropbox Salesforce

admin 11/22/2021
52 Comments

Connect Salesforce and Dropbox to integrate them within minutes so you can see your data from wherever you are browsing. Eliminate tab switching, searching, and clicking around to find important information.

View Salesforce data in Dropbox in just minutes. Glances is a new way to do integrations with a true no-code approach; no data syncing or scheduling jobs.

Today Dropbox and Salesforce (NYSE: CRM) announced a strategic partnership that connects the #1 CRM platform with our leading collaboration platform, enabling companies of all types to collaborate and more deeply connect with their customers across sales, service, marketing, commerce, and more. This video is our newest release of Integration with salesforce learning video series. As you know we have released a lot of videos over Integration with Sal.

Glances also works going the other direction. In fact, it will work in any application you use. Glances will find matches in Salesforce or Dropbox based on whatever you are looking at.

Glances saves time and improves your Slack or MS Teams (coming soon) user experience by showing customer data from all your connected apps in one convenient post. No need to connect a dozen different apps and figuring out which one has the data you need.
Just one command, one customer view.

Activate Glances in 5 minutes

Dropbox Salesforce Community

Save your team countless hours

All you need is a Salesforce or Dropbox account

  1. Create your Glances account

    No credit card required, 14-day free trial

  2. Install the Glances browser extension

  3. Go to your Dropbox account

    Open the Glances browser extension

Voilà! Enjoy your data in one convenient view

Salesforce

The more apps you add, the more data you can glance at

Try Glances now

Free 14-day trial

Dropbox User Guide Pdf

No credit card required

Close more tabs, save more time!

  • Stop Tab Switching

    Stay focused on whatever you are working on. Need to know something important about what you are working on, but it is in another system? Use Glances to view it right now to avoid painful app switching.

  • See What Matters

    See what matters to you right here, right now. Whether working on a support case, a new lead, or anything else, glance at any emails, invoices, notes, etc residing in some other app when you need it, right now.

  • Reduce License Costs

    Not every user in your company needs to log into each and every one of your applications. Save on licensing costs by giving them just the insights they need with Glances.

Dropbox salesforce 連携

Questions you may have

  1. Do I need to write code?

    Thank heavens, no! All you do is log into your apps to connect them and we handle the rest. It’s what the hipsters are calling a “no code” solution to your integration needs.

    How is our data stored?

    We do not store data from your apps. When a Glance is displayed it is pulling information in real-time directly from your applications and displaying it in the Glance view. Only the minimally required information to connect to your applications is encrypted and stored.

  2. Where can Glances be used?

    In your favorite browser (Chrome, Firefox, Microsoft Edge, Brave), on your desktop (OSX, Windows), or in one of our standalone apps (Slack, MS Teams).

    How do I request an app?

    Let us know what applications you want added by clicking on the Help button in the lower right corner of the page.

  3. Is it as complicated to set up like other integrations?

    It takes just minutes to set up. Why? Glances greatly simplifies what integrations are well known for: complexity and time consuming configuration. Since we are not moving data back and forth between multiple systems we avoid all of the error prone failure points that give integrations a bad name.

    Do I need to pay or use a credit card to try it out?

    No credit card is needed to start a trial. We want you to see for yourself how this is a game changer for how you work.

  1. Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

    Dropbox is a cloud storage service that lets you save files online and sync them to your devices. You can use Dropbox links to share files and folders with other people without sending large attachments. Dropbox offers a free plan that includes 2 GB of storage.

Want to see more than just Salesforce data in Dropbox?

Dropbox For Salesforce

Connect any of our supported apps and instantly see your customer data in Dropbox.