Integrations setup

Description:

Plug Box into your existing technology stack. Partner with a Box specialist to integrate Box into the tools your organization uses the most often. You can select one integration per module redemption, and your choices of application integration include Plug Box into your existing technology stack.

Choose from Microsoft Office or Teams, Google Workplace, Slack, Zoom, Salesforce, NetSuite, SSO, or EMM. Box provides support for overall Box integration standard setup and testing. This module covers Box standard integrations, no integration customization is included

Preparation:

You will need to select the module that matches the integration you’d like support with. You can select from Microsoft Office or Teams, Google Workplace, Slack, Zoom, Salesforce, NetSuite, SSO, or EMM. 

The following questions are critical and will be asked of you ahead of kicking off this module. Be sure to read these and prepare your answers before beginning work on this topic!

• Are you familiar with this integration? (Yes/No)
• Do you have lower environments (ie. development, sandbox) for testing?
• Are you experienced with creating integrations in this tool's environment?
• Does your organization have policies that impact your integration strategy? (e.g., user provisioning, BYOD, etc.)
• Do you have technical resources ready to work on this integration?

In addition to your Box admin(s) and project team, you'll need to bring the following stakeholders to meetings related to this module:

• Integration system administrator (e.g., Salesforce admin, Identify Provider admin, etc.)

Recommended content:

Looking for more information before starting this module, or want to use your credits elsewhere? No problem. Take a look at some of our do-it-yourself resources around this topic:

• General:

  • Course: Integrate your technology ecosystem

• Microsoft Office
  
  • Box for Office Integrations
• Google Workspace
  • Implementing and Enabling Box for Google Workspace
• Microsoft Teams
  • Deploying Box for Teams in your Enterprise
• Slack
  • Deploying the Slack Integration in your Enterprise
• Zoom
  • Deploying the Box app for Zoom in your enterprise

• Salesforce

  • Knowledgebase: Box for Salesforce

  • Video: Salesforce integration

• Netsuite

  • Knowledgebase: Box for Oracle NetSuite

  • Course: Box for NetSuite

• SSO

  • Article: Setting up Single Sign-On (SSO)

  • Video: Secure access with SSO

  • Course: Your Admin Console: User Settings

  • Course: Your Admin Console: Security

• EMM

  • Article: What is EMM

  • Course: Your Admin Console: Mobile settings

Module details:

• Anticipated customer time commitment: 2-4 hours
• One session to provide a demo and configuration overview of your Box integration
• One session to support integration setup, configuration and testing
• At the end of this module, you will have:
  • A configured Box integration (for your selected integration)
  • Documentation of your integration configuration