Support Center

fileIT - Dropbox for Salesforce

  • How Do I Switch On Automatic Renaming?

    fileIT creates a folder structure for you automatically. If you rename the Salesforce record the folder in Dropbox is not updated. fileIT has a feature which will update a folder in Dropbox should you...

    Nov 12, 2014 12:34PM GMT
  • How Do I Make My Own Folder Structure?

    fileIT creates a folder structure for you automatically. The default format of this structure is inside your Dropbox a folder called Salesforce Documents is created, inside that there a folder called ...

    Nov 12, 2014 12:35PM GMT
  • How Do I Setup Security?

    Out of the box fileIT does not follow the Salesforce security model, so when you share the Salesforce Documents folder everything contained will be visible. To make fileIT follow the Salesforce securi...

    Nov 12, 2014 12:36PM GMT
  • How Do I Only Allow A Team Access?

    If you are using Dropbox for Business you might want to restrict access. This is possible by simply enabling a setting where you specify your Team name. Open fileIT. Click on the fileIT Opti...

    Nov 12, 2014 12:36PM GMT
  • What Is An API Name?

    Every object in Salesforce will have an API name. If you are working with custom objects you will probably need to find the API name. Click Setup. Inside App Setup, open Create and click on ...

    Nov 12, 2014 12:36PM GMT
  • What Are These .sfdb Files I Can See In Dropbox?

    When you log in to Dropbox and open the Salesforce Documents folder you may see some files ending in .sfdb These are marker files and are used to link Salesforce records to Dropbox folders. Do not ...

    Nov 12, 2014 12:37PM GMT
  • Why Has fileIT Gone From The App Menu?

    If you go to select fileIT from the drop down menu and it is not there the most likely reason is that your account has expired or been suspended and you need to be reinstate the licence. The most comm...

    Nov 12, 2014 12:37PM GMT
  • Why Am I Getting A message Saying Dropbox Is Not Connected?

    If you visit a record that is owned by someone else but that person hasn't connected fileIT to Dropbox then you will be presented with the message 'The owner of this record has not connected to Dropbo...

    Nov 12, 2014 12:38PM GMT
  • How Do I Purchase fileIT?

    Before you can purchase fileIT, you must have installed a trial in your production environment. You also must have purchased Salesforce before you can buy any Salesforce AppExchange apps. When you buy...

    Nov 12, 2014 12:38PM GMT
  • Am I Up To Date?

    We are constantly releasing updated versions of our products as we develop new features and fix any issues if they arise. When we release major updates we will email you to let you know. But we won't ...

    Nov 12, 2014 12:38PM GMT

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