Box for Agentforce is the latest enhancement to our decade long partnership with Salesforce. This new extension connects Box to Agentforce, enabling users to use a set of pre-built and customizable Agent Actions to act on Box content via Agentforce.
Recently announced here, starting in April, users can leverage Box Agent Actions to enhance their workflows and productivity.
💥 Key features include:
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Share and manage files internally and externally in Salesforce and Slack.
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Send documents for E-Signature using Box Sign, auto-populating data in from Salesforce.
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Generate new documents from templates that automatically pull data from Salesforce objects.
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Create folder structures tied to Salesforce objects.
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…and more, all via Agent Actions.
Box for Agentforce is available on AgentExchange; please note that Box for Salesforce is required, available on AppExchange.
➡ Learn more about how to install Box for AgentExchange.