Box for Salesforce centralizes your critical sales content to Box while ensuring they remain open for collaboration and management from within Salesforce. With the integration, teams can securely access and share files such as contracts, proposals and more without ever having to leave Salesforce. Keep sales in sync and ensure content is accessible to the right teammates by assigning Box folders to specific Salesforce records. All of the content you store in Box can be applied with Box’s native security, compliance and governance capabilities.
With Box for Salesforce, you can take advantage of the full functionality of Box from within Salesforce to:
Access, share and manage content within Salesforce. Streamline work by embedding the familiar Box user interface and folder structure directly into Salesforce records.
Boost collaboration internally and externally. Quickly create shared folders associated with a Salesforce record and invite colleagues, account contacts and customers to review, update and add their own files.
Collaborate on-the-go, from any device. Empower your field reps to work more efficiently by enabling mobile access of Box content from Salesforce records.
Keep content secure and accessible. Manage content access with mapped Box and Salesforce permission levels and enable Auto Collab functionality to automatically add collaborators to associated Box folders as they access Salesforce records.
Work in Salesforce Lightning or Classic. Box for Salesforce is compatible with both Lightning and Classic to ensure that your organization can continue to work in the environment that works best for you.
For a complete User Guide, check out this knowledge article from our Community site.
Please visit Box for Salesforce on the AppExchange for more information and a free trial.