I just completed the Salesforce integration with Box. However, we have many existing client folders that I would like to repurpose as Accounts folders.
Is there a way to create the Account association by creating the folder metadata in Salesforce using existing folder IDs in Box. I understand I would need to add the folder Id and account record ID in the meta but am not sure how to see that data in the older box files.
Or, if there is a better way to migrate the data, open to all suggestions.
Thanks in advance!
Best answer by Rona Box
Hi @askultety,
Welcome to Box Community, and we’ll assist in linking your existing Box folders to your new Salesforce integration.
In the default functioning of the integration, there's no opportunity to point the Box Folder Component at an existing record: The first Box for Salesforce user who navigates to a record creates a new box folder, and subsequent visitors will be collaborated on that same folder.
However, the integration does make available a Box "Toolkit" object. Customers savvy in writing Apex can leverage the methods of this object to do things like associate records to arbitrary folders. This toolkit method is documented here.
Leveraging this toolkit method in a systematic way to run through all existing records of certain object type and associate them with existing folder Box-side is possible. But guidance for a project like this falls a bit outside of the scope of Box Product Support, which is scoped for break/fix troubleshooting where the default functioning of our first party integrations is concerned.
This kind of project would be a perfect fit for Box Consulting. Box Consulting has executed projects of this kind in the past, and whether you'd like high-level guidance on how this might be executed or assistance with the full implementation, they would be an excellent resource. You can reach out to Box Consulting here: https://www.box.com/customer-success/box-consulting
I hope this is helpful. Please let me know if you have any questions or if I can be of any further assistance.
Welcome to Box Community, and we’ll assist in linking your existing Box folders to your new Salesforce integration.
In the default functioning of the integration, there's no opportunity to point the Box Folder Component at an existing record: The first Box for Salesforce user who navigates to a record creates a new box folder, and subsequent visitors will be collaborated on that same folder.
However, the integration does make available a Box "Toolkit" object. Customers savvy in writing Apex can leverage the methods of this object to do things like associate records to arbitrary folders. This toolkit method is documented here.
Leveraging this toolkit method in a systematic way to run through all existing records of certain object type and associate them with existing folder Box-side is possible. But guidance for a project like this falls a bit outside of the scope of Box Product Support, which is scoped for break/fix troubleshooting where the default functioning of our first party integrations is concerned.
This kind of project would be a perfect fit for Box Consulting. Box Consulting has executed projects of this kind in the past, and whether you'd like high-level guidance on how this might be executed or assistance with the full implementation, they would be an excellent resource. You can reach out to Box Consulting here: https://www.box.com/customer-success/box-consulting
I hope this is helpful. Please let me know if you have any questions or if I can be of any further assistance.
