The latest version of the Box for Salesforce package is now available on Salesforce AppExchange. This release introduces new capabilities for Box Utility and Box Sign Templates, along with improvements across Box for Salesforce features.
What's New
Box Utility
Box Utility is now available in additional Salesforce Lightning apps, providing users with quick access to Box functionality directly from the Salesforce utility bar.
With Box Utility, users can access Box capabilities without leaving their current Salesforce workflow. The utility automatically detects the Salesforce record context, helping ensure that Box content remains associated with the correct record as users navigate.
This release introduces Box Notes support within Box Utility, allowing users to:
- Create, edit, and delete Box Notes directly from Salesforce.
- Create record-level notes associated with Salesforce records.
- Access personal Box Notes from their Salesforce workspace.
- Associate personal notes with Salesforce records when needed.
Box Notes are stored as Box Note files, allowing users to benefit from Box collaboration and version history while continuing to work within Salesforce. Learn more: Using Box Utility in Salesforce, Setting up Box Utility in Salesforce
Box Sign Templates
Box Sign Templates are now available in Box for Salesforce, enabling organizations to standardize and simplify recurring signature workflows.
Salesforce admins can import Box Sign Templates into Salesforce and configure reusable signing experiences for common business processes such as contracts, NDAs, onboarding documents, and approval workflows.
When sending a signature request, users can now select an imported Box Sign Template instead of manually configuring each request.
Box Sign Templates support:
- Predefined documents included in the template.
- Configured recipients and signing order.
- Template-based email subject and message settings.
- Placeholder recipients that can be completed when sending a request.
- Configurable Salesforce field mappings to reduce manual data entry.
Template-based signature requests are tracked in Salesforce the same way as standard Box Sign requests. Learn more: Using Box Sign Templates in Box for Salesforce, Using Box Sign in Salesforce
Bug Fixes & Improvements
- Fixed an issue where some Salesforce records were not correctly associated with their Box folders due to incorrect folder ID values being stored.
- Improved Box Doc Gen reliability when using dynamic file naming. Previously, generating documents with tags used in both the document content and file naming configuration could cause generation failures.
- Added support for specifying the generated file name in Box Doc Gen automation, giving administrators more control over how generated documents are named and stored.
- Improved folder collaboration on UI Elements behavior by continuing to automatically collaborate users on Salesforce record folders while removing unnecessary automatic collaboration for manually specified Box folders.
- Fixed an issue where Box Doc Gen could fail when using fields from related Salesforce records.
- Improved Box Sign Sync by notifying users when a sync fails, providing better visibility into Box Sign synchronization issues.
For questions or issues:
- Visit the Box Community
- Contact Box Support
- Review the Box for Salesforce documentation