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Send file as an attachment in Salesforce Email using Box for Salesforce

  • March 19, 2025
  • 1 reply
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I am using Box for Salesforce, how can I send a box file as an attachment to a Salesforce email?

Best answer by DonHammons

@Neha if there is an email flow (e.g. inbound or outbound) Box partner mxHERO can automate the content ingestion from any email flow into Box via the firm’s Mail2Cloud platform (natively integrated with Box).  Once the email (body, metadata and attachment) is placed from the email flow via mxHERO into Box’s Intelligent Content Cloud, the Box with Salesforce setup can then allow that content, on condition - to render within Salesforce objects (e.g. at Case, Account, Opportunity level, etc). At mxHERO we use this email capture automation ourselves (of course) and we have Box deployed as our email content ‘target and then selectively expose content into Salesforce from Box.  We even have BoxSign automated in that same workflow FYI.  I’m on don@mxhero.com if this might apply to your use-case and happy to be of assistance to you.

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DonHammons
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  • March 19, 2025

@Neha if there is an email flow (e.g. inbound or outbound) Box partner mxHERO can automate the content ingestion from any email flow into Box via the firm’s Mail2Cloud platform (natively integrated with Box).  Once the email (body, metadata and attachment) is placed from the email flow via mxHERO into Box’s Intelligent Content Cloud, the Box with Salesforce setup can then allow that content, on condition - to render within Salesforce objects (e.g. at Case, Account, Opportunity level, etc). At mxHERO we use this email capture automation ourselves (of course) and we have Box deployed as our email content ‘target and then selectively expose content into Salesforce from Box.  We even have BoxSign automated in that same workflow FYI.  I’m on don@mxhero.com if this might apply to your use-case and happy to be of assistance to you.


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