Dear Box and Salesforce Community member, a big thanks to customers and partners who joined and shared your questions, feedback, and also thanks to Kyle Adams for his overview of Salesforce Experience Cloud and the Salesforce UI elements last week. Please see below for the recording and all previous Box for Salesforce roundtable recordings and a signup link for our next Roundtable.
Recording is here. Highlights below:
Time | Topic | Notes |
|---|---|---|
0 mins 30 secs | Box for Salesforce Managed Package Overview from Kyle Adams | Overview of managed package. Goal is to expose content in Box as part of Salesforce record while keeping salesforce permissions Box supports 150Gbyte file size. Salesforce storage is v expensive. |
3 mins | Salesforce Experience Cloud Overview from Kyle Adams | Planning to release UI elements Overview of development approach including. Embedding Box UI element inside Visual Force Page and Lightening Web Components Required due to Salesforce lightening locker service and allows Box to work with critical 3rd party libs UI Component is “Pluggable UI element” that can be leveraged outside of Box Box as a Content Explorer which is like a Document Library Box also has a Content Upload widget |
11 mins 45 secs | Setting up demos with experience builder | Can build a nice site without coding Using rich content editor |
13 mins 50 secs | Kyle begins demo of Experience Cloud | Realtime edit of case detail page Shows document library Provide document browsing experience for external users Can set dimensions and permissions using scopes dynamically Kyle uploads docs |
19 mins 20 secs | Don Hammons questions on how different file versions appear | New versions can appear bi-directionally. Salesforce also more expensive for file storage |
21 mins 46 secs | Kyle demo of Salesforce lightning component (a Modal that supports a screen flow) | Can create backend automation and user screens using Box Kyle demos onboarding flow with content uploads without requiring any code |
25 mins 33 secs | Don Hammons questions on permissions management across different stages of a workflow | How is content mapped across each stage Content is mapped by folder id so permissions can be managed across each stage of the workflow You can also plug in a meta data query For example, if a case is closed, then auto dispositions should trigger, this could be done with Box Relay |
29 mins | Customer Roundtable - question from John Mourani on permissions (file or folder based) | Does end user have control over what they want to share? Box respects salesforce permissions, by default If you want custom mapping, you can leverage salesforce flow You can allow users to setup their own folder structure Can manage internal vs external access with either folders or metadata |
34 mins 30 secs | Customer Roundtable - question from Darin Dowell on Apex file size limits | Relates to future topics around moving content from Salesforce to Box Challenges getting files from Salesforce |
35 mins 50 secs | Customer Roundtable - future topics | Short poll on Slack usage |
37 mins 50 secs | Overview of Forum and wrap up |
|
Link to previous Roundtables:
December - Dec 2022 Don Hammons of mxHERO on email management in the content cloud and Marek Podgorski on Box for Slack
Nov - Kerry Kulp, Founding Partner of Velaspan, and Kyle Adams, review new features. Recording here
October - demo of Box for Salesforce and Slack from Kyle Adams & customer dialog
August - customer demo from Anna Crollman, Town of Cary
July - Salesforce and Box Sign interactive demo from Kyle Adams and Customer Dialog
June - how to setup Box for Salesforce and customer dialog