• Installation and Initial Setup
• Before you Install
• Installing Box for Salesforce
• Granting Access after Installing
• Embedding Box in Standard Objects
  • Salesforce Classic
  • Lightning Experience
• Embedding Box in Custom Objects
• Creating Record-Specific Folders
• Embedding Box in Custom Tabs
• Enabling Salesforce (Mobile)
• Settings and Configuration
• Admin Settings
  • Convert Lead Folder
  • Enabling the Box Enterprise Sub-domain
  • Sync Salesforce and Box Permissions
  • Enabling Seamless Login Organization-Wide
• User Settings
  
  • Changing the Box Service Account
  • Enabling Seamless Login
  • Enabling Auto-Collab for a User
  • Deleting User Association
• Related Links
• Feedback

Installation and Initial Setup

Before you Install

You must have two Box accounts before you can install the Box for Salesforce integration:

1. A Box service account, This can be any managed user, unless you have enabled the Restrict Content Creation enterprise setting. If you've enabled this setting, the service account must be either:
   • the primary admin, or
   • a co-admin with either the manage groups OR manage users permission.

If you don’t already have a Box service account, create one -- that is, add boxforsalesforce@example.com as a managed user. It's best to reserve this account exclusively for integration purposes, and that you not assign it to any individual user. In addition, this account:

• "owns" the Salesforce content on Box
• makes API calls from Salesforce to Box for the entire enterprise

2. A Box user account, to link an individual's Salesforce and Box accounts.

You also must have two Salesforce accounts to access the Box for Salesforce integration:

1. a Salesforce Admin Account for installing packages in Salesforce and linking the installed packages to the Box Service Account. This account can be a regular user of Box for Salesforce integrations.
2. a Salesforce User Account to link to a Box User Account and access Box content.

The Salesforce license must be a standard user license.

Installing Box for Salesforce

1. Log into Salesforce as a Salesforce Admin.
2. Go to the Box listing on the Salesforce App Exchange.
3. Follow the prompts to install either in production or in a sandbox.
4. At separate points during the installation, the installer prompts you to:
   • accept and Approve Third-Party Access for remote settings.
   • Grant access to all users.
   • Click Next or Continue in other screens to complete the installation.
5. When you complete the installation, the screen redisplays the Salesforce Box Connector App (Managed) page.
   
   
6. On the top navigation, cick +. The All Tabs page displays.
7. Click Box Settings. The Connect Salesforce to Box page displays.
8. Click Box API Admin Login. The Box API login page displays.
9. Enter the Box Service Account credentials (see the Before you Install, above).
   
   
10. Specify a name for your Root Folder (such as Salesforce-<Org Identifier>.
    • If you need help, please follow the steps in our Troubleshooting article.
11. (Optional) Specify folder settings for lead conversions (optional)
12. Specify your company's subdomain. For example, if you log into Box at cloud.app.box.com, your subdomain is "cloud".
13. Enable or disable Seamless Login and Auto-Collab.
    • We recommend enabling these settings.
14. Click Save Settings. See Enabling Auto-Collab for a User below for more information.
15. Add Box functionality to Salesforce objects (such as opportunities, accounts, and so on). To learn how to do this, go to Embedding Box in a Salesforce Page.

The managed package setup is now complete. You can log in to Salesforce and link Box and Salesforce accounts.

Granting Access After Installing

If you did not grant access to the package components to everyone during the installation, or if you have new profiles that require access to the Box for Salesforce integration, you can use permission sets to grant access to individuals or profiles. A permission set is a collection of settings and permissions that give account holders access to various tools and functions.

More information: Standard Salesforce documentation on assigning Permission Sets.

When to use Box for Salesforce Permission Sets

Use permission sets when:

• you do not want to grant access to All Users when installing the package, instead preferring to grant package component access to specified profiles or individuals.
• you create a new profile after the installation and want to grant access to the package components to that newly-created group.
• you have a custom system admin profile and do not see the administrative settings in the Box Settings tab.

Types of Box for Salesforce Permission Sets

• Box Admin: Grant this permission to people who will administer the integration; the installation does not enable you to grant admin access to customized system administrator profiles.
• Box Standard: Grant this permission to anyone using the integration.

Granting Permission Sets

When you first install Box for Salesforce, you get the option to grant package access to All Users. You can decline this option. But if you do decline, then to administer and use the integration you may still need to grant the Admin and Standard permissions sets.

To grant permission sets

1. In Salesforce, in the right portion of the screen, click Setup.
   
   

    

2. In the lefthand navigation, click Permission Sets.
   
   

3. On the Permission Sets page, click Box Admin or Box Standard.
   
   

4. Click Manage Assignments.
   
   

5. Click Add Assignments.
   
   

6. Click the user name you want and then click Assign.
   
   

7. Grant the permission set for each individual and save your settings.

Embedding Box in Standard Objects

The Box for Salesforce integration supports the following Salesforce standard objects in both Classic and Lightning:

• Accounts
• Cases
• Opportunities
• Contacts
• Leads

Salesforce Classic

Use the following procedure for any of the above standard objects that require a Box Embed addition as part of the page layout:

1. From the Salesforce menu, in the top right corner click Setup.
2. From the lefthand navigation, go to Build > Customize to find the object you want (Leads, Opportunities, and so on, or any custom object).
3. Expand the object's menu and click Page Layouts.
4. Locate the page layout in which to add Box Embed, and click Edit.
5. From the [Object] Layout > Field menu, drag a new Section into the page layout in the desired position.
6. Change the Section parameters:
   1. Assign a name for the section (for example, Box Files).
   2. Make the section 1-Column
   3. Click OK
3. Add the newly-created Visualforce Page to the Page Layout:
   1. From the Lead Layout menu, click Visualforce Pages.
   2. Drag [object_name]BoxSection into your newly created Section.
   3. Click the wrench on the [object_name]BoxSection Visualforce page.
   4. For best viewing, set the height to 600 pixels (minimum).
   5. Click Save.

Lightning Experience

1. Go to the page of the Salesforce object in which you want to embed Box. In this example we'll use the Salesforce Account.
2. On the Account page, click the Gear icon, and from the drop-down menu that displays, click Edit Page.

3. In the lefthand navigation, click Visualforce. This opens a pane on the right that displays several options for configuring your Visualforce page.
4. In the pane on the right, select the Visualforce Page Name (AccountBoxSection, LeadBoxSection, and so on).

5. In the Label box, type in Box. This labels the section when it displays in the object's Salesforce page.
6. In the Height (in pixels) box, set the desired height for the Box section.
7. Drag and drop the Box section wherever you want on the page, or create a tab for it
8. Click Save.
9. When prompted, click Activate.
10. Follow the next several prompts.
11. Redisplay the Account page. The Box section now displays inside the page.

Embedding Box in Custom Objects

1. Log into Salesforce as a Salesforce Admin.
2. Create a new Visualforce page for your custom object (see Salesforce help for more details on creating Visuaforce pages).
3. Copy the following Visualforce code and paste it in your newly-created Visualforce page.

Some parameters found in the above Visualforce code that you just copied and pasted need to be changed to match your enterprise setup. As an example, we'll say you've created a custom object called Sales Request that has an API name of Sales_Request__c and you named your Visualforce page BoxLegalRequestFiles.

• Custom_Object__c: Change this variable to the API name of your custom object.
  • Example: Sales_Request__c
• Custom_Object__c.Id: Change this variable to the API name of your custom object ID field.
  • Example: Sales_Request__c.Id
• Custom_Object_Box_Section: Change this variable to the API name of your Visual Force page.
  • Example: BoxLegalRequestFiles

Sample Code Snippet

Continuing with the above example of a custom object called Sales Request that has an API name of Sales_Request__c and a Visualforce page named BoxLegalRequestFiles, this is what your final code would look like:

<apex:page standardController="Sales_Request__c" extensions="box.DisplayWidget" action="{!getLoginToken}" showHeader="false" sidebar="false" standardStylesheets="false">
<apex:stylesheet value="{!URLFOR($Resource.box__BoxEmbed, 'BoxEmbed/style.css')}"/> 
<apex:variable var="isClassic" value="{!AND($User.UIThemeDisplayed != 'Theme4d', $User.UIThemeDisplayed != 'Theme4t')}" />
<!-- LOGIN or CREATE FOLDER or JOIN FOLDER -->
<apex:iframe id="classicBoxSection" src="/apex/box__BOXSection?id={!Sales_Request__c.Id}&param=BoxLegalRequestFiles" rendered="{!AND(displayBoxSection, isClassic)}" html-allowfullscreen="true" html-webkitallowfullscreen="true" html-msallowfullscreen="true" />
<apex:iframe id="lightningBoxSection" src="/apex/box__BOXSection?id={!Sales_Request__c.Id}&param=BoxLegalRequestFiles" rendered="{!AND(displayBoxSection, NOT(isClassic))}" html-allowfullscreen="true" html-webkitallowfullscreen="true" html-msallowfullscreen="true" />
<!-- /LOGIN or CREATE FOLDER or JOIN FOLDER --> 
<!-- BOX EMBED WIDGET --> 
<apex:iframe id="classicBoxWidget" src="{!folderShareLink}" rendered="{!AND(displayBoxWidget, isClassic)}" html-allowfullscreen="true" html-webkitallowfullscreen="true" html-msallowfullscreen="true" scrolling="true" /> 
<apex:iframe id="lightningBoxWidget" src="{!folderShareLink}" rendered="{!AND(displayBoxWidget, NOT(isClassic))}" html-allowfullscreen="true" html-webkitallowfullscreen="true" html-msallowfullscreen="true" scrolling="true" /> 
<!-- /BOX EMBED WIDGET --> 
</apex:page>

Using your newly-created Visualforce Page to embed Box in your record

Via Salesforce Lightning

To embed Box in your record, in the Page Details section:

1. Click the Gear icon.
2. From the drop-down menu that displays, click Setup.
3. From the lefthand navigation, go to Objects and Fields and click Object Manager.
4. Click your custom object name under the Label column.
5. Click Page Layouts.
6. Locate the page layout in which you want to add Box Embed and click its name under Page Layout Name to edit the layout.
7. Jump to Step 5 in the above Embedding Box in Standard Objects - Salesforce Classic section.

 

Embedding Box in Custom Tabs

You can also embed specific Box folders into Salesforce as custom Web tabs.

To add a custom Box Embed Web tab

1. Locate the Box folder you want to embed in Salesforce. Then follow these instructions to generate an embed code. Keep this window or tab open in your browser; later on you will need to copy and paste it.

2. Create a Web tab in Salesforce. To do this, go to Setup > App Setup > Create > Tabs. In the section labeled Web Tabs, click New.

3. Click a Full page width Web tab, and then click Next.

4. For Tab Type, click URL.

5. Create a name for the tab that relates well to the content you are embedding.

6. Click a Tab Style, and then click Next.

7. Copy the embed code you generated in step 1, and paste it under the Button or Link URL field. Modify the link to follow this structure (remove the iframe portions): https://app.box.com/embed_widget/s/ SHARED_LINK_VAL UE ?CUSTOMIZATION_PARAMETERS width="WIDTH" height="HEIGHT" frameborder="0"

8. (Optional) Include customization parameters for your Box embed tab. For example, you can hide the breadcrumb to All Files for visual simplicity, or remove comments and tasks. Additionally, you can promote OpenBox actions such as Post to Chatter. For a full list of customization parameters and step-by-step instructions, see developers.box.com/box-embed.
9. On the New Web Tab setup page, click the user profiles and custom apps to which you want to add the tab. Then click Save.

Enabling Salesforce (Mobile)

To enable Box integrations for the Salesforce mobile application:

1. From the Salesforce menu, in the top right corner, click Setup.
2. Navigate to App Setup > Customize, and click the object you want to add the Box Embed interface. Supported objects include:
   • Accounts
   • Cases
   • Opportunities
   • Contacts
   • Leads

3. Click Edit.
4. Go to Object > Page Layouts to display the page layout to which you want to add Salesforce .
5. Drag the [ObjectName] MobileBox into your Mobile Cards (Salesforce only) section.
6. For best viewing, set the height to 600 pixels (minimum).
7. Click Save.