As a Salesforce admin, you can use a Salesforce-hosted setup wizard to configure the Box for Salesforce managed package easily, quickly and correctly.
- Box service account,
- Box personal account,
- Salesforce admin account,
- Salesforce user account.
Installing Box for Salesforce managed package
As the Salesforce Admin:
- Download the Box for Salesforce package in the Salesforce App Exchange by clicking Get it Now.
- Log in to your Salesforce account.
- Choose your installation environment. (Box recommends you first install in a sandbox, development, or scratch org to test before deploying to production).
- Check the checkbox to accept the terms and conditions, then click Confirm and Install.
- Select Install for Admins only, then click Install.
- Check the checkbox to Approve 3P Access, then click Continue.
- The App is now being installed. This process should take 5-6 minutes and you will receive an email from Salesforce when it is available.
Quick Setup wizard
As the Salesforce Admin, in the Salesforce App Launcher, search for and navigate to Box Settings.
In the Quick Setup wizard you can:
- connect your Box service account to Salesforce,
- log in as a Box user,
- assign a root folder to store Salesforce content in Box,
- assign permissions to users.
Sign in to Box Service Account
Your Box service account should serve as an account used exclusively for managing the Box for Salesforce integration; it shouldn't be assigned to an individual user. This account:
- "owns" the Salesforce content on Box,
- makes API calls from Salesforce to Box for the entire enterprise,
- and must have Box Admin or Co-admin level permissions
- Box recommends the service account have unlimited storage, as this represents the integration's storage allotment.
Log in as Box User
Connect your enterprise to its Box account. After logging in, you can enable or disable auto-collaboration in Box folders containing Salesforce content.
When enabled, auto-collaboration automatically adds people as collaborators to a record's Box folder when they view the record page. When disabled, auto-collaboration gives people the option to add themselves to the folder.
Assign Root Folder
Set the main folder for all your Box content related to Salesforce. This is a folder at the top level of your folders hierarchy in Box. We recommend creating a new folder with a name that indicates this is the root folder, for example: Salesforce root folder, Salesforce main folder.
Note: Your Service Account owns this Root folder. Within this folder are the individual records folders. Box for Salesforce comes with a pre-built folder hierarchy, however you can customize this to better suit your organization with custom code, or with Flows.
Configure user types, profiles, and Box access permissions. For more information on how to add permission sets in Salesforce, see here.
The supported permission sets are:
- Admin - for users that need administrator access to Box for Salesforce managed package, and can make changes in the integration settings,
- User - for users who will just use the integration,
- Box Sign - for users who need to use Box Sign functionality in the Box for Salesforce integration.
Available permissions can vary depending on the selected user type and profile.
Advanced Setup wizard
In the Advanced Setup wizard you can manage the user experience of your integration. You can:
- add the Box component to Salesforce page layouts,
- sync Salesforce permissions to Box folders,
- allow or disallow seamless login for your enterprise,
- specify the enterprise's Box sub-domain if applicable,
- customize folder mapping for converted leads,
- find Box content across all Salesforce Clouds,
- enable Box Sign, and
- add Box UI Elements in Experience Cloud.
Add Box to Page layouts
Setup Lightning Record pages preconfigured with the Box component and Box Sign button.
Here you can:
- configure the Lightning Record pages for Lead, Account, Contact, and Opportunity objects,
- customize their layouts, and
- add Box components and actions to other standard or custom objects and pages.
Configure settings for seamless login and content.
Here you can:
- sync Salesforce and Box permissions,
- schedule syncs,
- enable and disable seamless logins, and
- if used - specify your enterprise's Box sub-domain.
Permissions syncing applies Salesforce permissions to Box folders.
To specify your Box sub-domain you need to configure it in advance. To do it, go to Box Admin Console --> Enterprise settings --> Custom Setup and add your sub-domain.
If your organization has a sub-domain, find its value under Enterprise Settings --> Custom Setup in Box Admin Console.
Mapping and Folder Customization
Customize and configure your folders.
Here you can:
- select to convert lead folders,
- select to which object folders can be migrated, and
- select and modify Salesforce template flows.
When a Lead folder is converted to a new object, it is automatically moved and renamed to match the new objects' naming convention, for example: Lead folder changes name to Account folder.
If the Lead folder is not converted, it remains in the Salesforce root folder.
Salesforce's global search enables you to find Box content across all Salesforce Clouds.
You can search for Box files, and search the content within Box files.
Federated searching enables you to find content within the file types identified in this article.
Box Sign Configuration
Configure Box Sign for your Salesforce objects.
Here you can:
- select for which Salesforce objects you want to enable Box Sign,
- create Box Sign buttons,
- assign Box Sign to Salesforce page layouts,
- select Box Sign email settings,
- enable or disable Box Sign automatic reminders,
- define pre-filled Salesforce tag settings,
- specify default recipients for the Salesforce object,
- select recipient roles for the Salesforce object, and
- specify signing order for the recipients of the Salesforce object.
Experience Cloud Configuration
Add Box UI Elements in Experience Cloud.
Here you connect your Box Custom App to add select Box UI Elements as Salesforce Lightning Components in Experience Cloud.
Experience Cloud configuration enables you to make the following Box UI elements available to developers as Lightning Components for all integration-supported clouds:
- Content Explorer,
- Content Picker,
- Content Preview, and
- Content Uploader.
Using these Box UI elements as Lightning Components in Experience Cloud consumes your business’s Custom API call allocation.
For more information, contact email@example.com.
Admin Delegated Authorization
This feature allows users to authorize to Box, within Box for Salesforce, without their users needing to manually go through an OAuth flow. When enabled, every user in a Box enterprise and/or selected Salesforce Org will automatically be authorized.
Your Box Admin must enable this feature.