With the Box and Chatter platform, all of your content will be easily accessible and navigable.
Resources for All Box Users
Create a folder in Box. For example, the “My Company” folder might house all company content, including the following resources:
- HR Policies and Forms
- Company Goals
- Conference Room Information
- Holiday schedule
- Picnic photos
Share any of these resources in Chatter by posting a link to your feed or embedding the Box widget.
Discovering Content in Box and Chatter
Full-text search can be used in multiple ways from both the Box and Salesforce interfaces.
- Search directly in Box: Search by keywords in Box to locate any file or folder.
- Search in the Box Embed widget: If a Box folder has been embedded in any Salesforce or Chatter page, Box Search can be used within the widget to search the contents of the folder.
- Search from the Box tab in Salesforce: The Box tab in Salesforce gives you with complete access to your Box account. From here, you can search for any content stored in Box.
Customer-specific content in Box is linked with the corresponding record in Salesforce, making it even easier for you to identify a customer-related file.
Content is made more discoverable when it is shared on your Chatter feed or in Chatter groups. Stay up-to-date with the newest and most interesting content by following your colleagues on Chatter.
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