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.
Box Service Account
Your Box service account should serve as an account used exclusively for managing the Box for Salesforce integration, and it shouldn't be assigned to an individual user. Your Box service account must have admin or co-admin level permissions.
In addition, this account:
- "owns" the Salesforce content on Box,
- makes API calls from Salesforce to Box for the entire enterprise.
If you don't have a Box service account, create one by adding it as a managed user - for example firstname.lastname@example.org.
Installing Box for Salesforce managed package
Get the Box for Salesforce package in the Salesforce App Exchange. You need to install the app in the version for admins only, approve third party access, and grant access to all users.
Quick Setup wizard
In the Quick Setup wizard you can:
- connect your Box service account to Salesforce,
- assign a root folder to store Salesforce content in Box,
- assign permissions to users,
- log in as a Box user.
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.
Configure user types, profiles, and Box access permissions. Types of permissions 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.
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.
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, and
- enable Box Sign.
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.
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.