Box for Agentforce is the latest enhancement to our decade long partnership with Salesforce. This new extension connects Box to Agentforce, enabling users to use a set of pre-built and customizable Agent Actions to act on Box content via Agentforce.
Starting in April, users can leverage Box Agent Actions to enhance their workflows and productivity. Key features include:
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Share and manage files internally and externally in Salesforce and Slack
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Send documents for E-Signature using Box Sign, auto-populating data in from Salesforce.
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Generate new documents from templates that automatically pull data from Salesforce objects.
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Create folder structures tied to Salesforce objects
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…and more, all via Agent Actions.
Box for Agentforce is available on AgentExchange, please note that Box for Salesforce is required, available on AppExchange.
Learn more about how to install Box for AgentExchange.