Minute 0

Box Customer, Kerry Kulp introduction and use case

Early journey from a small company with Box and Salesforce

Box is how customers interact with Velaspan and security is key

Workflow example, around new opportunities, linking salesforce engagement to Box folders

Minute 7

Kerry Kulp on data residency challenges

Velaspan work with customers all over the world

Challenges in Europe

Use Box Zones, however, residency is triggered by locale of folder owner so cannot use zones right now for data residency

Figuring out how to resolve

Minute 8 47 seconds

Joshua Hoyt question and discussion with Kerry on exposing Box Tab

Question on exposing Box tab to external users

Velaspan expose the folder internally

One root level salesforce owner

Cannot leverage zones for data residency

Minute 10 52 seconds

Kerry Kulp on next steps with Box and Salesforce

Using SOC 2 Accreditation to cleanup processes

Focus on data residency

More automation which could save hours per week by removing manual folder structure creation

Challenge with external collaborators who don’t have a box account. Requires a manual audit and refresh

Minute 15 15 seconds

Kyle Adams overview of Box for Salesforce Enhancements

Streamlining configuration flow

Allowing Box files to show up in Salesforce federated search

Customer folder structure mapped to objects and records using Salesforce flow(no code tool)

Multi doc support in Box Sign for Salesforce

Minute 20 07 seconds

Kyle Adams demo of new install config experience

Discussion on data residency and project locale approach…proposal to link locale to a project

10% of Velaspan user population are data locale users

Minute 26 40 seconds

Kyle Adams demo of automation using salesforce flow

Exposing apex methods on salesforce flow action:

listens for when an account record

opportunity folder is created under account folder

Creating folder for record id, creating collaborations and auto upload of attachments to box where storage is almost unlimited

Moving folder option

Minute 34 28 seconds

Kyle addresses questions on community, experience cloud

Box UI elements(React components) to allow better workflow to avoid multiple logins

Kyle has a github project with the code. Link

Handling files with Malware, Malware scanning kicks in

Proposal to continue in another session

Proposal to create location for box for salesforce components

Minute 44 22 seconds

Don Hammons, mxHERO introduction

mxHERO - a digital bridge allowing customers to intelligently capture email-based content to their content clouds

Don will speak at next roundtable on Dec 13th.

Minute 46 40 seconds

Upcoming schedule of roundtables

Please also “Follow” on our Forum for the follow ups and upcoming schedule

Minute 48 10 seconds

Question on Egnyte platform Dan O’Leary

We (Box) are looking to speak with a Salesforce customer who has moved completely off Egnyte onto Box, preferably in Sweden! Let us know if you know someone. Thanks