Box Salesforce Integration

The newly created linked content will respect box permissions.

Box salesforce integration.

A tab in salesforce that gives you access to your all files and folders page. Call us today at 1 866 495 0635 for a customized quote. As an example say you currently have a folder called opportunity1stuff with content in it. To get the integration contact your box customer success manager or visit the box for salesforce integration page on the salesforce app exchange.

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. 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. You also have an salesforce record called opportunity1. The box for salesforce integration consists of.

Free box for salesforce is a free integration with a box business account. 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. Our box for salesforce integration gives you a faster more flexible way to access and update your content right in salesforce. 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.

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. 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. 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. To ensure the best possible experience with our box for salesforce integration we strongly recommend always upgrading to the most recent available version.

Box lightning components enable non technical salesforce users to add box content to lightning pages communities and custom standalone apps in seconds. Get the latest available version.