Box

Box

The Box and Salesforce partnership delivers integrated solutions that enhance collaboration, accelerate sales processes, and streamline workflows by embedding Box’s secure content management capabilities directly into Salesforce. This powerful integration allows teams to securely access, manage, and collaborate on content without leaving Salesforce, leading to improved customer engagements and faster business outcomes.

With Box for Salesforce, sales teams can work together on documents, access files from any device, and centralize content management to speed up sales cycles. Box Sign is also embedded, enabling users to send documents for e-signature directly within Salesforce, track their status in real-time, and close deals more efficiently. Box boasts industry-leading security and compliance standards, including FedRAMP High and HIPAA certifications.

Box for Agentforce powers intelligent content management by enabling automated workflows like document generation from templates, smarter data extraction, and more intelligent content management — all aimed at driving faster, higher-quality business decisions and operations. By combining Box’s secure content platform with Agentforce, companies can automate manual tasks, improve collaboration, and deliver a better customer experience, all while ensuring compliance and data protection.

Key Benefits:

  • AI-Powered Intelligence: Box for Agentforce integrates unstructured data into Salesforce, enhancing workflows with AI. It enables file management, e-sign, and document generation from templates — all while ensuring security and compliance.
  • Enhanced Collaboration: Seamless access and sharing of Box content within Salesforce improve team collaboration and strengthen customer engagement.
  • Accelerated Sales Processes: Box Sign integration streamlines document signing, reducing time to close deals and improving sales efficiency.
  • Improved Productivity: Embedding Box directly into Salesforce boosts team output and speeds up workflows without leaving the Salesforce environment.

For more information, visit the Box and Salesforce partnership page and the Box for Salesforce AppExchange listing.

Check out the Box for Salesforce in :60 Seconds video.

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