This explains how to integrate Salesforce with Dropbox to save files to Dropbox when the status changes in Salesforce.

Step 1: Connect My Apps with Salesforce and Dropbox

1) After logging into your Yoom account, register the apps you will use.
Click "My Apps" and select "New Connection."

2) Select the app you want to register and log in with the account you use for each app.
Once the first app is registered, click "New Connection" again to register the second app.

3) Once registered, an icon will appear in My Apps.
Check if the icons for the two registered apps are displayed.

* Salesforce is an app available only with some paid plans.
Ineligible plans will result in errors for Flowbot operations and Data Connect, so please be careful.
However, a 2-week free trial is available for paid plans.
During the free trial, you can use the restricted apps.
What you can do with the free trial and how to start | Yoom Help Center (intercom.help)

This time, we will create a flow called [Save files to Dropbox when the status is changed in Salesforce].
The creation flow is as follows:

・Copy the template
・Create a trigger in Salesforce for "When a record is registered or updated in a custom object"
・Next, set "Get the content ID of the file linked to the record" in Salesforce
・Then, set "Get the latest content version ID" in Salesforce
・Further, set "Download the file" in Salesforce
・Finally, set "Upload the file" in Dropbox

‍Step 2: Select and Copy the Template

1) Open the template above and click the "Try this template" icon.

2) The following display will appear.

Click the icons with "!" on the right in order to set up the operations.
You can edit the title and details by clicking, so please change them as needed.

Step 3: Set the Trigger

Click "App Trigger: When a record is created or updated in a custom object".

Step 4: Set Salesforce Action ①

1) Select the action "When a record is created or updated in a custom object" and click "Next".

2) Select the trigger interval and fill in all required fields.
Once completed, click "Test" and after success, click "Save".
*The trigger interval varies depending on the subscription plan.
Please refer here for details on each plan.
List of Function Restrictions and Usage Limits for Each Plan | Yoom Help Center (intercom.help)

Step 5: Set Salesforce Action ②

1) Return to the flow and click the icon "Integrate with App: Get Content ID of File Linked to Record".

2)  Select the action "Get Content ID of File Linked to Record" and click "Next".

3) Fill in all required fields.
Use Salesforce's output information to enter the Record ID, similar to Step 5-3).
Select {{Record ID}} from the options, and once completed, click "Test" and after success, click "Save".

Step 6: Set Salesforce Action ③

1) Return to the flow and click the icon "Integrate with App: Get Latest Content Version ID".

2) Select the action "Integrate with App: Get Latest Content Version ID" and click "Next".

3) Fill in all required fields.
Use Salesforce's output information to enter the Content ID, similar to Step 5-3).
Select {{List of Content IDs}} from the options, and once completed, click "Test" and after success, click "Save".

Step 7: Set Salesforce Action ④

1) Return to the flow and click the icon "Integrate with App: Download File".

2) Select the action "Integrate with App: Download File" and click "Next".

3) Fill in all required fields.
Use Salesforce's output information to enter the Content Version ID, similar to Step 5-3).
Select {{Content Version ID}} from the options, and once completed, click "Test" and after success, click "Save".

Step 8: Set Dropbox Action

1) Return to the flow and click the icon "Integrate with App: Upload File".

2) Select the action "Integrate with App: Upload File" and click "Next".

3) Fill in all required fields.
Once completed, click "Test" and after success, click "Save".

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This completes the flow of 【Save File to Dropbox When Status Changes in Salesforce】.

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Step 9: Test and Verify

Once the setup is complete, the following display will appear, so click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

Here is the template used this time

Other Automation Examples Using Salesforce and Dropbox

Yoom also offers templates for automation using Salesforce and Dropbox, which we would like to introduce.
Please utilize these templates according to the tasks you want to automate and the combination with the applications you are currently using.

1. Create a folder in Dropbox when an account is registered in Salesforce
This template automatically creates a folder in Dropbox when a record is registered in the Salesforce account object, and adds the folder URL to Salesforce. This eliminates the need for manual folder creation and URL registration, improving work efficiency.
Additionally, it allows for speedy information sharing between different teams and facilitates smooth progress tracking and issue analysis.

2. Add ToDo Object from Salesforce to Microsoft Excel
This template automatically adds the necessary information to a Microsoft Excel database when a ToDo object is registered in Salesforce.
This allows the person in charge to be freed from manual data entry tasks and is expected to secure more time to focus on more important tasks such as processing ToDos and customer support.

3. Send Template Emails via Gmail Based on Salesforce Contact Information
This template automatically sends template emails from Gmail in response to contact events, eliminating the need for manual sending by staff and improving operational efficiency.
Additionally, it reduces the risk of human error and is expected to provide more courteous and accurate customer service.

Summary

The flow that automatically saves files to Dropbox in accordance with status changes in Salesforce eliminates the need for manual work, prevents errors, and facilitates quick information sharing within the team.
Additionally, by reducing manual tasks and creating an environment where you can focus on important work, productivity is expected to improve.

With Yoom, which was introduced this time, you can easily set it up without programming knowledge, and anyone can easily implement app integration.
It is a convenient automation tool that you definitely want to use if you want to proceed with daily tasks more smoothly and enhance the productivity of the entire team.
Please refer to this blog and try challenging app integration.