What's New
Additional Sign Recipient Verification Methods
Box Sign in Salesforce now supports Additional Recipient Verification methods, providing enhanced flexibility for securing signature workflows.
Recipients can now be configured with the following verification methods when sending signature requests from Salesforce (optional):
- SMS Authentication – Sends a one-time passcode to the recipient’s mobile device, which must be entered to verify identity before accessing the document.
- Box Login – Requires recipients to authenticate using a Box account before accessing the signature request. Available only on the Enterprise Plus and Enterprise Advanced plans.
- CAC/PIV Authentication – Supports Common Access Card (CAC) or Personal Identity Verification (PIV) smart card authentication for U.S. federal employees and contractors. This capability requires the CAC/PIV add-on.
This enhancement enables stronger identity verification controls for sensitive and regulated signing workflows, including support for per-recipient configuration.
Learn more: Additional Recipient Authentication, Using Box Sign in Salesforce, Box Sign for Salesforce - FAQ
Box Quick Links Widget
The Box Quick Links widget is now available in Salesforce as a Lightning Web Component (LWC) that enables users to generate and copy Box links directly within Salesforce.
The widget supports generating the following link types:
- Shared link for the record’s Box folder
- Shared links for selected files within the folder
- File Request links for uploading files directly into Box
This capability enables users to quickly generate, access and use Box shared links directly within Salesforce workflows.
Learn more: Using Box Quick Links widget
Bug Fixes & Improvements
Box for Salesforce
- Fixed an issue preventing Salesforce Service Account re-authentication due to redirect behavior.
- Resolved an issue with sender/recipient data display in Box Sign when sending multiple requests in the same session.
- Improved Box Doc Gen template access handling by automatically adding Salesforce users as collaborators when required template permissions are missing.
- Fixed an issue causing errors when downloading JSON files for existing Box Doc Gen templates, which resulted in a null reference error.
- Improved translations across the Box for Salesforce managed package for better consistency across supported languages.
Support
For questions or issues:
- Visit the Box Community
- Contact Box Support
- Review the Box for Salesforce documentation