Summary
Kyle Adams, Senior Staff Partner Architect, and Adam Anzouni, CTO Riverpoint Capital provide an overview on integrating Box with Salesforce Experience Cloud, highlighting features such as user provisioning, content management automation, and the use of AI for processing bank statements. Discuss configuration options, customer experiences, upcoming developments like document generation APIs and improvements in user access management.
Highlights and recording here.
0 mins - Kyle Adams - Getting Started with Box and Salesforce Experience Cloud
3 mins 49 secs - Kyle Adams - Salesforce Experience Cloud Configuration Options and Custom App demo
12 mins 30 secs - Customer Roundtable
14 mins 40 secs - Adam Anzouni - CTO Riverpoint Capital: “Automating content management throughout the customer lifecycle with Box and Salesforce”
17 mins 55 secs - Adam Anzouni - CTO Riverpoint Capital - Live demo
23 mins 40 secs - Customer Roundtable
43 mins 55 secs - Wrap up
Resources:
See related roundtable about Box and Salesforce here: Community Roundtable highlights: Agentforce demo;Dreamforce recap:Getting started with Box and Salesforce