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Bring Salesforce into full context with Dropbox Dash
Salesforce is where teams manage accounts, opportunities, and pipeline activity. But the information you need can be scattered in decks, emails, and briefs across the business. Connect Salesforce and your other apps to Dash to search and review CRM records and deal details alongside your supporting materials—all in one place.
Made by Dropbox—trusted by over 700M registered users worldwide
Why connect Salesforce to Dash?
- Find accounts and opportunities faster: Search for Salesforce records in Dash, even if you don’t remember the exact name.
- Understand deal context quickly: Have Dash summarize account details, opportunity notes, and activity, so you don’t have to read every field.
- See related work across tools: View decks, briefs, emails, and other files tied to a deal—inside or outside of Salesforce.
How Dash and Salesforce make your job easier together
Sales teams
The call’s about to start and you need the full account picture, now.
No more sifting through tabs to locate a deal or account. Ask Dash to pull up the right Salesforce record, then view it alongside the proposal and other relevant docs.
Sales teams
You’re prospecting and need context before reaching out.
As you prep that email or call, get up to speed fast. Ask Dash to pull the right Salesforce lead or account, then surface recent notes, status, and supporting materials from across your tools.
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Connect all your company’s content in a few clicks with Dash
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