What is Salesforce?

What is Salesforce?

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage customer data, sales operations, and marketing campaigns. It provides various features, and tools businesses can use to improve customer relationships, including customer segmentation, customer data management, and customer support.

What is Box?

What is Box?

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage customer data, sales operations, and marketing campaigns. It provides various features, and tools businesses can use to improve customer relationships, including customer segmentation, customer data management, and customer support.

Salesforce-Box Integration:

Salesforce-Box Integration:

Integration of salesforce with box provide the access of documents/digital files stored in Box from the salesforce org. This provides real-time data synchronization between salesforce and box. Directly assign tasks to team members, comment on files, and edit documents using Box. Box supports Accounts, Contacts Cases, Opportunities & Lead salesforce standard objects.

Prerequisites:

Prerequisites:

To set up the Salesforce-Box integration one should have following:

  1. Box service account
  2. A Box user account
  3. Salesforce Admin Account
  4. Salesforce User Account

Integration:

Integration:

There are two ways to achieve this, first one is using installing Box App for salesforce available on AppExchange, second one by writing apex codes from scratch for customized integration as per as custom requirements. The second approach will make use of API References provided by Box.

We at Deligence Technologies Pvt. Ltd., provide the customized solution of Salesforce to Box integration from scratch through writing of Apex codes, Visualforce Pages, Permission Sets etc as per as the custom requirements from clients.

Conclusion:

Conclusion:

Organizations are becoming increasingly reliant on Cloud-Based Applications. It’s critical to have centralized and secure access to your files and data. Salesforce-Box Integration allows you efficient and secure collaboration of the documents with teams on organization’s success path.