Hello Box for Salesforce Team,
We are currently evaluating and planning to implement Box for Salesforce within our project and would like to understand the solution in detail before proceeding with implementation.
Our key requirement is to enable file uploads from Salesforce Experience Cloud (portal users) and manage documents at the Opportunity level with a structured and secure folder-based approach.
We would appreciate detailed information on the following areas:
1. Features
- File upload from Salesforce Experience Cloud (external/portal users) into Box
- Integration behavior with Salesforce objects (especially Opportunity)
- Automatic folder creation and mapping per Opportunity
- Support for structured folder hierarchy under each Opportunity, such as:
- One main folder per Opportunity
- Multiple predefined subfolders (e.g., Contracts, Proposals, Finance, etc.)
- Each subfolder supporting multiple file uploads and versioning
- File preview, sharing, and collaboration capabilities within Salesforce
-
Metadata or tagging support for file classification
-
Support for Box Sign (e-signature capability) for sending documents for digital signature and tracking signature status
2. Configuration
- Setup and architecture for Experience Cloud + Box integration
- Recommended approach for handling external (portal) user uploads
- Folder structure creation strategy per Opportunity
- Permission mapping between:
- Experience Cloud users
- Salesforce users/roles
- Box access model
- Required licenses and installation components
- Best practices for scaling across a large number of users and Opportunities
3. Limitations
- Constraints on file-to-record association model
- Limitations in file tagging or metadata synchronization with Salesforce
- Restrictions when using Experience Cloud users for uploads
- Reporting and visibility limitations inside Salesforce
- Performance, API, or scalability considerations
- Any known architectural limitations or recommended workarounds
We are specifically aiming to design a solution where:
- External portal users can upload documents directly from Experience Cloud
- Each Opportunity has an automatically created structured folder hierarchy in Box
- Files are organized into predefined categories via subfolders
- Folder-level permissions are strictly controlled based on user type and Salesforce roles
If available, we would also appreciate technical documentation, or a demo session with your technical team to better understand the recommended implementation approach.
Please let us know the next steps.