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Question

Ask Box AI Agent Action For Salesforce Authorization Problem

  • April 14, 2026
  • 1 reply
  • 13 views
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I’m trying to get the Ask Box AI Agent Action to read a pdf file stored in our Box For Salesforce. For testing I’m just giving it the File_ID but it says there is an authorization problem to access the file. It’s not on the Salesforce side because I can do things like get a folder Id based on Record Id and other flow or agent actions work fine.

 

I shared the file to both my Admin and Box for Salesforce user. I’m not sure what other permissions would be needed for this. Full error from Agentforce is:

The error indicates an authorization problem, meaning the necessary permissions to access the file might not be in place. I recommend checking your access rights or contacting your administrator for assistance. Let me know if there's anything else I can help with! (Session ID: 019d8d54-7e1b-7a9e-b844-89e2360ce951)

Separately when I ask ChatGPT or Claude AI to review Box files they come back with something about the Box API and that they cannot directly do this. Is this at all related to that?

1 reply

Jey Bueno Box
  • Jey Bueno Box
  • Community Manager
  • May 5, 2026

👋 Hi ​@ddev_isv, welcome to the Box Community!


Most requirements for the Ask Box AI Agent Action to read a PDF by File_ID are:

  • Box for Salesforce and Agentforce must be fully installed/configured, including the relevant Salesforce permission sets.
  • The executing user/context must have access to the Box file itself.
  • Box AI must be enabled in the Box tenant for the relevant users.
  • Box AI API access may also need to be enabled for managed users if the action relies on Box AI APIs.
  • If the action runs through a Box service account or app context, that service account may need owner or co-owner access to the file or parent folder.


Given what you described, the most likely gap is that sharing the file to your admin user and Box for Salesforce user may not be sufficient if the actual execution context is a service account/app context used by the Salesforce integration.


If you require further assistance, please submit a ticket to our Product Support. Thank you! 

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