I have Box.com connected into SFDC Opps and whenever a user clicks into the API, a folder for the Opp is created. Is there a way to have it also generate subfolders when doing so?
Welcome to the Box Community and thanks for your first post in the forum!
Thanks for the question! Could you clarify what you mean by subfolders appearing automatically? Our salesforce integration will help create folders to match your opportunities and accounts, but do you want to see custom folders appear as well?
Check out our documentation on the integration if that helps!
I would also see this as essentual for our users. Something along the lines of '
With subfolder auto created within Opportunity Name::
And then 4 further sub folder within Rev 1:
This should be standard functionality, also with the option of template documents within some of the subfolders