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Installing Box for Agentforce

Admin , Salesforce , Installation , Article , New , Instruction , Integration

Box for Agentforce enables Agentforce to securely interact with content stored in Box. After installation and configuration, administrators can leverage prebuilt Box capabilities to search and analyze content, extract structured information from documents, generate documents from templates, manage Box collaborations, and initiate Box Sign workflows.

Prerequisites

Before installing Box for Agentforce, ensure that:

Installing Box for Agentforce Extension Package

As a Salesforce Admin:

  1. Download the Box for Agentforce Extension package in the Salesforce AgentExchange by clicking Get it Now.
  2. Log in to your Salesforce Account.
  3. Choose your installation environment. (Box recommends you first install in a sandbox, development, or scratch org to test before deploying to production).
  4. Check the checkbox to accept the terms and conditions, then click Confirm and Install.
  5. Select Install for Admins Only, then click Install.
  6. The Extension may take a few minutes to complete.

After installation is complete, the packaged Box User Agent and Agent Topics become available within your Salesforce organization.

Box User Agent Template

The managed package includes the packaged Box User Agent (Box_User_Agent_v1_Template). This Agentforce template provides a ready-to-use employee agent with preconfigured Box capabilities, allowing administrators to quickly deploy Box-powered experiences without manually configuring individual Agentforce actions.

The template includes the following Agent Topics:

  • Box AI – Ask questions about documents, generate text, and extract information from individual Box files.
  • Manage Box Folders – Create and manage Box folders associated with Salesforce records. Retrieve folder IDs, access folder URLs, and create record-specific Box folders to help users quickly organize and access Salesforce-related content.
  • Box Doc Gen & Sign – Generate documents from Box templates using Salesforce record data and optionally send them for signature with Box Sign.
  • Box Content Sharing & Collaboration – Manage collaborators and shared links for Box content.

For additional information about creating and using the packaged agent, see Using the Box User Agent and Agent Topics in Box for Agentforce.

Create and add Box Subagent(s) to your custom Agentforce Agent(s)

With the Box for Agentforce extension installed, Box Agent actions are now available with your Agentforce agents. However, for the best experience, we recommend creating Custom Subagents to handle any Box-specific use cases.

To create a Custom Subagent:

  1. Navigate to Setup by clicking the grid icon (consisting of 9 dots) in the top-left corner of your navigation bar.
  2. Search and navigate to Agentforce Studio
  3. Select or create a new agent.
  4. In the Agentforce Builder, select Subagents from the left tab.
  5. To create a new Subagent, click the New dropdown menu, then select + New Subagent.
  6. On the Create a Subagent panel, Add from Asset Library and review and modify generated content in each field. For more information on each of the parts of a subagent, see here.
  7. Once complete, click Next.
  8. Then check all the relevant Agent actions to add to your topic, then click Finish.
  9. Once your subagent is complete, click Save, then commit to reactivate your agent.
  10. From the Agent Builder, test your agent to ensure your agent is working as expected.

Available actions

  • Ask Box AI
  • Box AI Extract by Fields
  • Box AI Extract by Metadata Template
  • Box AI Generate Text
  • Create Box Metadata by File Id
  • Create Box Metadata by Folder Id
  • Create Collaboration
  • Create Collaboration On Record
  • Create Folder
  • Create Folder Association
  • Create Folder For Record ID
  • Create Folder For Record ID From Template
  • Create Metadata Cascade Policy
  • Create Object Folder For Record ID
  • Delete Box Metadata by File Id
  • Delete Box Metadata by Folder Id
  • Delete Collaboration
  • Delete Metadata Cascade Policy
  • Edit Collaboration
  • Get Box Folder Contents by Folder Id
  • Get Box Metadata by File Id
  • Get Box Metadata by Folder Id
  • Get Doc Gen Batch Status
  • Get Folder Associations By Salesforce Record ID
  • Get Folder ID By Record ID
  • Get Folder URL
  • Get Metadata Cascade Policies
  • Get Metadata Cascade Policy by Id
  • Get Object Folder By Record ID
  • Get Record ID By Folder ID
  • Get URL For Folder
  • Move File
  • Move Folder
  • Send Box Sign Request
  • Update Box Metadata by Folder Id

Box File Selection Lightning Type

Box for Agentforce includes a custom Lightning Type named Box File Selection (boxFileSelection). This Lightning Type provides an integrated Box file picker within Agentforce action inputs, allowing users to select Box files instead of manually entering file IDs. This requires the Box Agentforce permission set assigned to users.

Users can select files from:

  • Recent Items, displaying recently accessed Box files.
  • Browse Box Files, which opens the Box Content Picker starting at the Box root folder.
  • Current Record Folder, which opens the Box folder associated with the Salesforce record the user most recently viewed.

The selected file's ID and name are automatically passed to the Agentforce action.

Supported Box AI Actions

The Box File Selection Lightning Type is used by the packaged Box AI actions included with Box for Agentforce, including actions for:

  • Asking questions about a document.
  • Generating text from document content.
  • Extracting structured fields from documents.
  • Extracting metadata using Box metadata templates.

Salesforce administrators and developers can also use the Box File Selection Lightning Type when building their own custom Agentforce actions. Refer to the Box developer documentation for implementation guidance.

Common Issues

The Box User Agent template does not appear.

Verify that the Box for Agentforce managed package has been installed successfully and that you are using the legacy Agent Builder creation flow.

I cannot create a packaged agent from the new Agentforce Builder.

This is a current Salesforce platform limitation. Packaged Agentforce templates must be instantiated through the legacy Agent Builder before they can be promoted to the new Agentforce Builder.

I don't see records or files I expect.

Verify that:

  • Your Salesforce user has the required permissions.
  • Your Box account has access to the requested content.
  • Box for Salesforce has been configured correctly for the relevant Salesforce objects.

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