1. What is Box Sign for Salesforce?
Box Sign for Salesforce lets users send, track, and manage electronic signature requests directly from Salesforce, without leaving the platform. It integrates with Salesforce records so signing workflows are tracked alongside your business data. Learn more: Using Box Sign in Salesforce
2. How do I send a Box Sign request from Salesforce?
You can send requests using:
The Send Box Sign button on object pages (Creating the Box Sign button in Salesforce)
A Flow action (“Send Box Sign Request”)
Programmatically via the toolkit method
BoxSignService.sendSignRequests
3. How do I track the status of Box Sign requests?
In Box: Box Sign home page
In Salesforce: Signs related list on object records
4. Can I pre-fill signer information or add document tags?
Yes, admins can pre-fill signer info and map Salesforce fields to document tags when configuring the Box Sign for Salesforce. This speeds up sending and reduces manual errors. Learn more on how to set this up: Setting up advanced Sign settings
5. Can I send a signature request to a group instead of to a single recipient?
Yes. Box Sign for Salesforce supports recipient groups, which allow you to send a signature request to multiple recipients while requiring only one member of the group to complete the action. When one recipient completes the action, the signature request automatically progresses to the next step in the workflow.
6. Why isn’t my Box Sign record updating in Salesforce?
Updates on the document status may not flow if:
- The connected app is not authorized for the user
- Profiles or Permission Sets are missing access to the connected app
- Real-time events are delayed
Ensure that you configure the profiles and permission sets access according to these instructions.