Setting up Box Events

The Box Events feature allows you to automatically capture and record user activities from Box directly within Salesforce. With this setup, actions such as uploads, comments, or file edits in Box can be tracked and reflected as records in Salesforce, giving your team visibility into key content interactions.

Overview

The Box Events Setup page provides an easy-to-use interface for configuring which Box events should be tracked and how frequently Salesforce should process them.

Once configured, a scheduled batch job in Salesforce retrieves these events at regular intervals and saves them as Task records. Administrators can also customize event storage and field mappings using the Box Event Creation flow.

Supported Event Types

Box for Salesforce currently supports 14 event types, grouped into the following categories:

Setup Instructions

Follow these steps to configure Box Events in Salesforce:

1. Open Box Events setup:
   1. In Salesforce, navigate to the App Launcher.
   2. Search for and open Box Settings.
   3. Go to the Advanced Setup section > Box Events.
   4. Select Configure.
       
2. Select the Event Types:
   1. In the Box Events setup interface, choose the event types you want Salesforce to track.
   2. Click Save Event Types.
      
      
3. Schedule the Event Batch Job:
   1. Click the Schedule New Job button.
   2. Select the desired frequency of the sync job. This batch job retrieves events from Box at the frequency you configure. For near real-time updates, schedule the job to run as frequently as possible.
   3. Click Save.
      
      

4. Complete the setup:

1. Select the I’m done setting up Box events checkbox.
2. Click Finish.

How it Works

1. Event Generation. Box generates events when users perform actions (for example, upload, edit, share, comment).
2. Event Retrieval. The Salesforce batch job fetches these events at the scheduled intervals.
3. Event Processing. The selected event types are processed and stored as Task records in Salesforce.
4. Customization. Administrators can modify where events are stored and how they are mapped by editing the Box Event Creation flow.