Hi. I am trying to connect my CRM SALESFORCE with BOX, but I have to create a SERVICE ACCOUNT to do it.
(I attach an image with the error).
I am trying, but I don't know how to follow the steps, could you help me?
Thank you,
MIguel.
Question
BOX SERVICE ACCOUNT CREATION TO CONNECT CRMSALESFORCE WITH BOX
Hi Miguel,
Welcome to Box Community and glad to assist!
Your Box service account should serve as an account used exclusively for managing the Box for Salesforce integration; it shouldn't be assigned to an individual user. This account:
- "owns" the Salesforce content on Box,
- makes API calls from Salesforce to Box for the entire enterprise,
- and must have Box Admin or Co-admin level permissions, with Admin permissions to:
- Manage users & groups
- View/Edit users' content and Log in to users' accounts
- (as needed) Edit Sign permissions/settings for your company
- Box recommends this account have unlimited storage, as this represents the integration's storage allotment.\
To get started with Box for Salesforce, please see this helpful article.
Thanks for posting!
Hi.
How can I create the BOX SERVICE ACCOUNT?
My user is the ADMINISTRATOR of my BOX environment, but I don't know how to do it.
Can we organize a Teams to be able to have remote assistance so we can create it between the two of us?
Thank you, Miguel.
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