Enterprises and agencies today know that customer context lives across multiple channels, and one of the largest sources of customer knowledge is still email. Unfortunately, email is often siloed, disconnected from core systems like Salesforce, and challenging to expose securely for collaboration, compliance, and insight.

That’s where mxHERO Mail2Cloud Intelligent Email Management (IEM) steps in. By pairing mxHERO + Box + Salesforce, organizations can unlock a seamless and secure flow of critical customer communications directly into the Salesforce experience.

How It Works

1. Intelligent Email Capture with mxHERO
   mxHERO is configured to identify and capture specific email communications - for example, case correspondence, quotes, or contract negotiations, all across inbound, outbound, and even legacy at-rest mailboxes.
    
2. Placement into the Box Intelligent Content Cloud
   Captured email (including body, metadata, and attachments) is securely routed into Box at the customer’s chosen Box folder or Box Hub collaboration workspace. This ensures governance, security, human + AI provisioning, and lifecycle controls are applied consistently.
    
3. Surfacing in Salesforce
   Using the Box for Salesforce integration, that same email content can be dynamically surfaced into the Salesforce object of choice, whether it’s a Case, Opportunity, Account, or custom object, giving users a true 360-degree communication context without ever leaving Salesforce.
    

Why It Matters

• For Salesforce Users: Gain a complete view of every customer interaction by bringing Box-managed email directly into the Salesforce record. No more chasing down scattered threads or buried inboxes.
   
• For IT & Compliance Teams: mxHERO ensures email is captured and governed within Box under the same policies that protect all enterprise content. This includes retention, eDiscovery, compliance, legal hold, Box Shield security, and more- dramatically reducing risk.
   
• For the Enterprise: By bridging Email → mxHERO → Box → Salesforce, organizations achieve a win/win: richer customer context for frontline teams and stronger compliance, trust, and security posture for leadership. This integration extends broader value by expanding the unstructured data and metadata footprint for targeted Salesforce AgentForce-powered AI insights and Box AI powered workflows via Box Enterprise Advanced.
   

The Takeaway

Email is one of the last great “dark data” challenges in enterprise IT. With mxHERO Mail2Cloud, Box customers can extend the value of the Box + Salesforce integration to intelligently capture and expose thematic email communications where they matter most. The result is smarter collaboration, stronger compliance, and a trusted platform for the future of AI-driven workflows.

Learn more about mxHERO Mail2Cloud and how it extends Box + Salesforce integration to deliver secure, intelligent, and customer-aligned communication insights at next week’s BoxWorks 2025 event in San Francisco! mxHERO is sponsoring the event and will spotlight this integration and more at the Box Partner AI Zone (Booth # 20) the day of the event on September 11th. Let’s go!