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Can I create a preloaded file when I create a new account in Salesforce?

  • May 22, 2025
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I have the Box to Salesforce integration but when I create a new account in SalesfroceI want certain introductory files to be in there.

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    Hi Vishal,

    Welcome to the Box Community!

    I understand that you would like to create a preloaded file when creating a new account in Salesforce.

    As I've checked, this workflow is not part of the Box for Salesforce integration and we can’t advise on how to accomplish this on your instance.

    Thanks for your question and let us know how else we can help.

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