Using Box Sign in Salesforce

Box Sign integrates directly with Salesforce to simplify and accelerate document signing processes. By connecting Box Sign to your Salesforce account, you can send, track, and manage signature requests without leaving Salesforce—saving time, reducing errors, and improving collaboration across your organization.

Key benefits:

• Faster turnaround: Send documents for signatures directly from Salesforce without downloading or uploading the files.

• Better visibility: Track the status of signature requests in real-time.

• Improved accuracy: Automatically sync data from signed documents into Salesforce fields.

• Enhanced compliance: Signed documents are securely stored in Box with audit trails.

• Time savings: Automate recurring documents using templates and Flow automation.

By integrating Box Sign with Salesforce, teams can streamline approvals, reduce manual data entry, and accelerate critical business processes, all while keeping signed documents secure and easily accessible.

Getting Started

Before using Box Sign with Salesforce:

1. Follow the installation instructions and contact your admin for details regarding the settings selected for your organization.

2. Ensure your Salesforce admin has enabled Flow User for your Salesforce account.

Creating a Signature Request

Box Sign allows you to send documents for signature directly from Salesforce. This helps streamline approvals, contracts, and other agreements, keeping everything tracked and secure.

To create a Sign request, log into your Salesforce account and edit Box Settings to authenticate your user account.

From Box Settings, in the Log in as a Box User section, click the Connect Account button and log in to your Box account.

After completing the authentication process, create your signature request.

1. Click the Send Box Sign button created by your Salesforce Admin.
   • The button’s name may differ as it can be customized by an Admin.
2. Select up to 10 files you want to send for signature.
3. Add the appropriate recipients.
   • You can define the recipient's role. By default, recipients have the Signer role.
   • You can define when the signature request will be received. By default, all recipients receive a signature request at the same time.
4. Complete the email subject and message boxes.
5. Enable/disable automatic reminders sent to Signers.
6. Click Send to instantly send the document or Preview & Send to preview the signature request. You can add additional input and signature fields in preview.

Automating Signature Requests with Templates

You can automate creating Sign requests process by using template tags. This is especially useful for recurring documents, such as contracts, order forms, or NDAs, reducing repetitive manual work. For details, see Creating templates using tags.

Tracking the Status of Sign Requests

After you create and send the document, you can check the status of the request on the Box Sign homepage or in the Signs Related List within Salesforce.

By default, the documents are stored in the selected Box folder. These documents are accessible in Salesforce in the main Box Lightning component. You can also store signed documents within Salesforce.

Syncing Data Back to Salesforce

Box Sign allows field-level write-back, meaning information entered by recipients in signature requests can automatically populate Salesforce fields.

To populate and sync fields within Salesforce with the contents of the fields completed by recipients in the signature request, modify the "Box Sign Write Back - Opportunity" Flow Template.  For example, if a recipient of a Box Sign signature request is completing an order form that includes a "PO Number" field: after the recipient fills the "PO Number" field, the system gets the contents of the signature request's "PO Number" field and puts those contents into Salesforce's "PO Number" field.