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Box for Salesforce

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  • 12 Replies

Community spotlight

Box for Salesforce Agentforce - Brought to you by Slalom

How Fundwell by Riverpoint Capital Uses Box: A Conversation with the CTO and Box AI demo

TMC Financing’s Game-Changing Formstack Use Case + Box File Storage Solution

thomasdeely Box
thomasdeely BoxSr. Community Manager
Get started with Box for Salesforce

Learn how to get started with the Box for Salesforce Integration here.

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thomasdeely Box
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NehaNew Participant
Send file as an attachment in Salesforce Email using Box for Salesforce

I am using Box for Salesforce, how can I send a box file as an attachment to a Salesforce email?

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DonHammons
Jey Bueno Box
Jey Bueno BoxCommunity Manager
Box for Salesforce Agentforce - Brought to you by Slalom

📢 Exciting news! We’re boosting productivity with the Agentforce Accelerator! This tool seamlessly integrates Box & Salesforce, using AI to automate document analysis, extract key insights, and streamline workflows. Imagine automatically generating SOWs, updating Salesforce records, and more, all within your existing tools. 🙌 Learn how Box+Agentforce+Slalom can transform your clients' processes! Check out this awesome demo video: Slalom + Box Salesforce Video Feel free to reach out to us for any questions. 😊

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Jey Bueno Box
Jey Bueno Box
Jey Bueno BoxCommunity Manager
Box for Salesforce v4.71 Update: Unlocking New Possibilities 🚀

In a thrilling leap forward for Salesforce users, Box has just dropped an exciting new update: Box for Salesforce v4.71 ! This latest version introduces a suite of powerful features designed to streamline document generation, enhance integration, and offer seamless automation, all within the Salesforce ecosystem. This new version of Box for Salesforce is available for download at the Salesforce AppExchange. Included in v4.71: Box Doc Gen , the ability to generate documents from Box templates pulling from Salesforce data. Box Hubs as Lightning Components , enabling the ability to embed specific Hubs directly into Salesforce Added Get/Create/Update/Remove Box file metadata to our Box for Salesforce Developer Toolkit and as invocable methods for Salesforce Flow actions ✍ Note: Some return types have changed for Folder Metadata management. Instead of throwing an exception, some cases will return an instance of FolderMetadata/FileMetadata which contains an error status or message. Added Get

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Jey Bueno Box
Jey Bueno Box
Jey Bueno BoxCommunity Manager
How Fundwell by Riverpoint Capital Uses Box: A Conversation with the CTO and Box AI demo

Get ready for an exciting conversation as ​@adama, CTO of Riverpoint Capital, discusses how Box helps enable tracking and managing files using the Box for Salesforce integration and demonstrates how Riverpoint Capital uses Box with a demo. Don't miss out on this dynamic presentation! 🎥 Watch now:

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Jey Bueno Box
thomasdeely Box
thomasdeely BoxSr. Community Manager
Box Hubs, Doc Gen, Flow Actions for Salesforce plus AppExchange Accelerator & Review program!

Thanks to our Salesforce and product team ​@Anna Spallino Box ​@amandanielsen Box ​@Laryssa Box Kim Kung ​@nread Box for yesterday’s updates and to Robert Sur from Delegate consulting for sharing the App Exchange Accelerator program. Please see below for recording and highlights. Box Hubs for Salesforce demo Box Doc Gen for Salesforce Salesforce Flow Actions Demo Box for Salesforce Roadmap Update Salesforce AppExchange Accelerator from Delegate Consulting Box for Salesforce User Group and AppExchange review program Topic and Recording clip Slides Box Hubs overview and Demo of Box Hubs for Salesforce Recording clip here Box Hubs Box Hubs Use Cases Reach out to kkung@box.com for beta access Overview and demo of Box DocGen for Salesforce with customer Q&A Recording clip here Doc Gen Box Doc Gen for Salesforce Reach out to kkung@box.com for beta access Salesforce Flow Actions Demo and Live Q&A Recording clip here Reach out to ​@nread Box for questions Box for Salesforce Roadmap Updates Rec

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Jey Bueno Box
Anna Spallino Box
Anna Spallino BoxNew Participant
New Box for Salesforce Install Tutorial on Youtube

Hi everyone! 👋 Super excited to share that we have created a quick 5 minute Youtube video on how to configure Box for Salesforce. Let us know if you have additional questions as you explore setting up Box with Salesforce.

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thomasdeely Box
thomasdeely BoxSr. Community Manager
Introduction to Box and Salesforce from Julian Green in Customer Success

​@jgreen Box provides an overview of the integration and demos for how to get started, see below for recording and slides. Slides available here Highlights Introduction and Agenda Box & Salesforce Overview and Functionality Integrating Box with Salesforce. Box Sign for Salesforce Example of Box and Salesforce Resources Summary Topic Introduction and Agenda Recording clip here Box & Salesforce Overview and Functionality Recording clip here Integrating Box with Salesforce. Recording clip here Box Sign for Salesforce Recording clip here Box Sign for Salesforce - education demo Example of Box and Salesforce Recording clip here Resources Recording clip here Summary Recording clip here

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thomasdeely Box
Jey Bueno Box
Jey Bueno BoxCommunity Manager
Flow Outcome That Could Take a File in the "Notes and Attachments"

🤔 If you are wondering a flow outcome that could take a file in the "notes and attachments" Salesforce record location and upload to a Box folder, “ Create File from attachment ” method/action would be the way to go. Whether the triggering action is on record related to the file/attachment or it is on the file/attachment will decide whether you can use a flow or need to develop a trigger. Flows are not supported on the ContentDocumentLink object as the triggering record. If there is a record-page update as the trigger (e.g. opportunity is set to 'closed-won'), then we can trigger the outcome and move an attachment from that opportunity to Box. Feel free to post your questions and insights with this flow. 🤗

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Jey Bueno Box
Jey Bueno Box
Jey Bueno BoxCommunity Manager
Getting Started with Agentforce

Agentforce is the new hot thing at Salesforce! Having said that, I’m thrilled to share some of our relevant Agentforce resources. First, what is Agentforce? 🤔 ✨ Agentforce is a powerful suite of tools designed for creating and customizing agents to enhance team productivity. It integrates seamlessly with customer data and applications, combining human input with autonomous AI agents to transform the way work gets done. Agentforce empowers customers and partners to build and optimize their operations for faster, more efficient work. Check out these resources to help you get up to speed: Agentforce Partner Community page , request a dev org, and start building today! Agentforce Partner Pocket Guide Agentforce Partner Community Group AI Use Case Library - Great resources to help you ideate on use cases for actions and agents. AppExchange & ISV Technical Enablement Group - Partner Community group for you to ask questions and get answers as it relates to Agentforce, monitored by our techni

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Jey Bueno Box
thomasdeely Box
thomasdeely BoxSr. Community Manager
Community Roundtable highlights: Agentforce demo;Dreamforce recap:Getting started with Box and Salesforce

@Anna Spallino Box - Principal, Business Development, Box, provides recap of Box at Dreamforce 2024, Kim Kung- Staff Product Manager, provides an overview of Box for Salesforce; and Nick Read - Partner Architect, demos Salesforce Agentforce with Box, and customer Q&A! Highlights and Recording here. 0 mins - Box at Dreamforce 2024 recap 1 mins 48 secs - Product Overview: Box for Salesforce ; Box for Salesforce product overview and roadmap 8 mins 03 secs - Demo of DocGen (in beta) 15 mins 15 secs - Agentforce demo with Box 26 mins 15 secs - Share a review on the Box’s salesforce app exchange listing 28 mins 13 secs - Getting started with Box and Salesforce 41 mins 10 secs - Wrap up Resources Box for Salesforce Introducing the Box for Salesforce Integration Box for Salesforce - FAQ Developer Docs on Salesforce - Salesforce Developer Toolkit Flow actions Previous Box for Salesforce roundtables here

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thomasdeely Box
LarsJ Box
LarsJ BoxNew Participant
Traveling to Dreamforce from the UK / Europe? I am here to help set up meetings with Box onsite...

For any Box clients traveling to Dreamforce from the UK / Europe, if you would like to meet with Box onsite and you need assistance - please let me know. Thanks Lars Joyce Customer Success ljoyce@box.com

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Jey Bueno Box
Anna Spallino Box
Anna Spallino BoxNew Participant
What are you excited about at Dreamforce?

Hi, I’m Anna Spallino 👋🏼 I’m on the Box Partners Team and based in San Francisco. I’m really looking forward to seeing my colleagues, partners, and friends at Dreamforce and learning more about AI. What are you all looking forward to?

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Jey Bueno Box
mattolaiz Box
mattolaiz BoxNew Participant
Who is attending Dreamforce this year?

Box is and we’re all very excited to meet with you while there. It’s going to be an exciting week with a variety of events, sessions, receptions, parties, etc. If you are attending Dreamforce, please stop by our booth to say hello and/or reach out to us here so we can schedule a time to meet with you. We’re looking forward to seeing you all there!! Matt Box for Salesforce + Slack Partner Manager Here is a link to a the events that Box is sponsoring throughout the week-https://www.box.com/events/dreamforce

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Jey Bueno Box
thomasdeely Box
thomasdeely BoxSr. Community Manager
Integrate Box into your Salesforce Build Apps with Microstrategies

Thanks to Adam Storch of Micro Strategies for a great overview of how to address content challenges in Salesforce. Also, thanks to Kim Kung for the Box for Salesforce roadmap update. Please see here for recording and summary. Adam Storch - Overview of Micro Strategies - 0 mins 35 secs Adam Storch - Content Challenges in Salesforce Applications - 3 mins 40 secs Kim Kung - Box for Salesforce updates - 31 mins 30 secs

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thomasdeely Box
thomasdeely Box
thomasdeely BoxSr. Community Manager
Top 3 reasons to meet with Box at Dreamforce

Box is so excited to be a sponsor at Dreamforce this year. Any reason is a great reason to meet with Box — but if you need it, here are your top three: Learn how to find the content you need: Siloed files? Box can help. Stop overpaying for electronic signatures: Friends don’t let friends lose money to e-sign. Never switch between apps again: Box for Salesforce is the faster, easier way to work. Come visit our booth (#201) to get free 1:1 consultations, watch demos of Box for Salesforce, learn more about Box AI, and see the Box app for Apple Vision Pro. Box will also be hosting special breakout sessions and receptions with Slalom and ApexIT. Several Box execs will also be on site - like CRO Mark Wayland & COO Olivia Nottebohm - if you’d like to schedule time with them, please let me know and we can figure out a way to match calendars. Alternatively, you won’t be able to attend this year, please let us know here and our team can connect with you directly. Let us know if you are joining b

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thomasdeely Box
thomasdeely Box
thomasdeely BoxSr. Community Manager
Automating content management through the customer lifecycle

Checkout the demo here Resources here: Developer Guide - Flow Actions Developer Guide - Salesforce Developer Toolkit Github - Box AI API sample APEX here

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thomasdeely Box

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Connect with your peers building seamless workflows on Box and Salesforce

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