Before you begin
Make sure you are logged into the Dropbox account that you want to connect to Salesforce.
About Cloudfind Scans and Tag Generation
Initial automatic tagging scan can take several minutes, or several hours, depending on the number of files. Expect approximately 1,000 files scanned per minute.
The Cloudfind algorithm includes scanning the filenames and folder names.
Cloudfind does not scan the contents of your files, nor does it move, copy or store your files.
4.1 Selecting the Cloud Store
You need to tell Cloudfind which cloud storage system you’re using, so it can start generating tags.
1. Go to the Cloudfind Admin panel
2. Click Choose Cloud Storage
3. Select Dropbox as your Cloud Storage provider and click Save.
You can set the default Cloud Storage only once, during setup. Please contact us at firstname.lastname@example.org if you need to change your default Cloud Storage later on.
4.2 Starting Auto-tagging
1. Click on Scan Cloud Storage from the Cloufind Admin Panel.
You should see this screen:
3. Click Connect.
4. Select the Dropbox account that you want to connect
You will be prompted to give Cloudfind access to your Dropbox account. Make sure you select the Dropbox account that you want to connect to Salesforce.
Cloudfind now starts generating tags, by scanning your cloud files and folders.
Depending on the number of files that you have in your Dropbox account, the tagging process might take anywhere from a few minutes, to a couple of hours.
Cloudfind will send you an email once the initial tagging process has completed.
Your files - tagged
Once you’ve received the email confirming that the scan has completed, you can check out the tags that have been generated by going to the Manage Tags screen, under Cloudfind Admin.
You can also use the Cloudfind Global Search tab to find your files.
The last step is to link a Salesforce Objects to a folder in Dropbox - step 5.