Box and Salesforce
Connect your people and content to get work done faster
Powering collaboration for today's winning teams
Your teams and customers expect amazing digital experiences, no matter what tools they use — which means you must deliver a consistent content experience across every app. Together, Box and Salesforce bring you seamlessly integrated solutions that make it easy for teams to securely collaborate on the most critical content in Box, without leaving Salesforce. The result? Better customer engagements, faster resolution on support cases, and seamless signatures so organizations can quickly go from quote to cash.
Streamline customer engagements with Box for Salesforce
Content is at the core of business today — and a driving force for your sales teams. Our integration empowers sales reps to collaborate on content directly in Salesforce, while your organization’s documents are centralized in Box to streamline processes, engage customers, and accelerate sales cycles. With Box for Salesforce, account teams can easily and securely access and share relevant files from any device, no matter if they're at home, in the office, or out in the field.
Close deals faster with Box Sign for Salesforce
Box Sign capabilities within our Box for Salesforce integration let your teams automatically populate Salesforce object fields into document templates, quickly send documents for signature, and easily track their progress and status (all from within Salesforce!). With a secure content layer and e-signatures built right in, you can close deals faster and onboard new clients and partners virtually. And customers with Box Enterprise Plus or above can send an unlimited number of documents for signature via Salesforce.
Surface critical content with the Box Files Viewer for Quip
The Box Files Viewer Live App for Quip embeds your Box content directly into Quip for productivity and collaboration like never before. The native integration allows you to preview 140+ file types right in the document or spreadsheet itself, so there's no jumping between browser tabs. Best of all, our native security, governance and compliance capabilities are automatically applied to all of your content.
“The fact that Box is a platform and integrates with Office365, and can easily integrate with Salesforce and other key applications, is a huge advantage for us. Box is the center that brings everything together.”
- Gus Shahin, CIO, Flex
Key Features
Content centralized in Box, accessed from Salesforce
Access, share, and manage content without leaving Salesforce. Embed familiar Box UI into Salesforce records.
E-signatures, powered by Box Sign
Generate and send agreements for signature directly from Salesforce, and track progress and status in real time.
Box for Salesforce Developer Toolkit
Further customize Box for Salesforce with our Developer Toolkit for common tasks like automatically creating sub-folders in record-associated Box folders.
Secure and accessible content
Manage content access with mapped permissions and enable Auto Collab functionality to automatically add collaborators as they access Salesforce records.
E-sign templates and workflows
Standardize fields and create reusable templates for repeatable processes. Design and implement e-sign workflows in Salesforce Flow.
Box SDK for Salesforce
Use the Box Content API to integrate the Box Platform with other solutions, such as Salesforce Communities and/or your custom apps.
On-the-go collaboration from any device
Enable field reps to access customer data and collaborate on proposals and contracts right in Salesforce, from any device.
Auto-populated fields for signature requests
Eliminate manual work by automatically filling in up to 50 fields on documents sent out for signature from mapped Salesforce objects.
Security and compliance
All of the content you store in Box is applied with Box’s native security, compliance, and governance capabilities.