We all strive to make Salesforce our single source of truth, but keeping records in sync with the documents behind them often takes more manual work than it should. Teams spend time reviewing contracts, invoices, and forms stored in Box, then re-entering key details into Salesforce. That extra effort slows productivity and increases the risk of simple errors.
Earlier this month, we introduced the Box AI Data Extraction in our Salesforce managed package.
Box AI Data Extraction for Salesforce integration leverages Box AI’s intelligence to automatically extract structured data from documents stored in Box and seamlessly create or update Salesforce records.
This capability connects Box content with Salesforce data to accelerate data entry, improve accuracy, and streamline business workflows.
Box Extract capabilities are available in Salesforce Lighting Pages, Record Pages, Lightning Utility bar and flows, and can be configured by your Salesforce admins.
Capabilities of the integration include:
- Automated data extraction: Instantly capture structured data and metadata from Box documents.
- Flexible extraction modes
- Create New Record: Create new Salesforce records from extracted data.
- Update Existing Record: Update existing records with new document information.
- Validate: Compare extracted data with existing Salesforce values.
- Review and validation: Accept, reject, or edit extracted fields inline before saving.
Box AI Data Extraction for Salesforce integration helps teams work faster and more accurately by automating data capture from Box documents. The integration removes manual data entry, keeps Salesforce records up to date, and ensures information stays consistent across systems as your records volume grows.