To change the Box for Salesforce Root Folder, your Salesforce Admin can manually modify the “Folder Details” Box custom settings.
To do this, as your organization’s Salesforce Admin, in Salesforce:
- From Setup, enter "Custom Settings" in the Quick Find box, then select Custom Settings.
- For “Folder Details”, click Manage.
- For “Salesforce”, click Edit.
- For FolderId, type in your new Box folder id.
- Click Save.
Note:
- We recommend you perform this action during your organization's non-peak hours.
- You may need to re-authorize the Box Service Account into the integration.
- The Box Service Account must be the owner of this folder.
- To access content in Box, Users must have access, in Box, to this folder
- It is best practice to also update or delete the nested records for the object folders. For example, the Account folders should be updated to reflect being under the new root folder.