Box Salesforce Integration

Box for salesforce integration august 10 2020 10 39 learn how the integration functions and how to set it up in your salesforce environment in the 8 min video below.

Box salesforce integration.

Our box for salesforce integration gives you a faster more flexible way to access and update your content right in salesforce. Get the latest available version. By centralizing all of your information on box you connect your people and content to get work done quickly and efficiently enabling you to speed up deals and drastically improve customer engagement. Free box for salesforce is a free integration with a box business account.

Simply drag and drop the component from the lightning page builder then copy the box shared link id the part of the shared link after s and paste it in the property editor. Our box for salesforce integration gives you a faster more flexible way to access and update your content right in salesforce. As of july 2019 we are ending product support for all versions of box for salesforce that are older than the most recent available version. The newly created linked content will respect box permissions.

You also have an salesforce record called opportunity1. By centralizing all of your information on box you connect your people and content to get work done quickly and efficiently enabling you to speed up deals and drastically improve customer engagement. Box lightning components enable non technical salesforce users to add box content to lightning pages communities and custom standalone apps in seconds. A tab in salesforce that gives you access to your all files and folders page.

The box for salesforce integration consists of. A tab in salesforce that enables you to configure box for salesforce including identifying a root folder syncing box and salesforce permissions enabling seamless login and more. To get the integration contact your box customer success manager or visit the box for salesforce integration page on the salesforce app exchange. As an example say you currently have a folder called opportunity1stuff with content in it.

Use the box for salesforce integration the way it is and move your pre existing content into the new folders that box for salesforce creates. It includes unlimited storage and folders encrypted storage and transfer and activity reporting.