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Please find attached a recording, summary and resources from our most recent Box for Salesforce roundtable here We would like to express our gratitude to Don Hammons of mxHero, Kyle Adams, and Shawn Shay from Box for their excellent presentations. We also extend our thanks to the guests who joined us. Highlights. Recording here Overview of Box automations available in Salesforce Demo of Box Sign for Salesforce mxHero Overview of email management from the cloud and demo of Mail2Sign mxHero LLM AI integration with Mail2BoxSign Box Sign Roadmap (21 CFR Part 11 Compliance, and other updates coming soon)
We are currently implementing a functionality to automatically create a Box folder upon record creation in Salesforce. However, we are facing an issue where the folder creation process does not occur (no folder is created, and the return value is NULL) when using the createFolderForRecordId method from the Salesforce Developer Toolkit within an after insert trigger on record creation. We have confirmed that the process works correctly and the folder is created when manually triggered from the Developer Console. Could you please provide guidance on the possible cause of this issue? If it is not possible to achieve automatic folder creation within the trigger, could you please suggest an alternative solution for resolving this requirement? I got a error message as below. 18:18:41:463 USER_DEBUG [572]|DEBUG|Unable to create folder for record id a0E1m000007S0gcEAC - Details: Unable to use default credentials to make a callout to Box (maybe this is in a trigger, constructor, or after a DML
Could you please provide guidance on how to use the API (Update metadata instance on folder:PUT) using Apex? For Create metadata instance on folder(POST), I was able to achieve it as described above. However, I’m unsure how to set the Body for Update metadata instance on folder. Sample Code for Use Create metadata instance on folder(POST) box.Toolkit toolkit = new box.Toolkit(); String folderId = project.ProjectFolderId__c; Map<String, String> metadata = new Map<String, String>{ ‘masterdefkeyword1’ => project.Keyword1__c, ‘masterdefkeyword2’ => project.Keyword2__c, ‘masterdefkeyword3’ => project.Keyword3__c, ‘projectsupplementkeyword1’ => project.SupplementKeyword1__c, ‘projectsupplementkeyword2’ => project.SupplementKeyword2__c, ‘projectsupplementkeyword3’ => project.SupplementKeyword3__c }; String scope = ‘enterprise’; String tempName = ‘projectmetadatatemplate’; // Box endpoint(Create metadata instance on folder) String endpoint = ‘https://api.box.com/2.0/folders/’ + folderId + ‘/me
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