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BOX SERVICE ACCOUNT CREATION TO CONNECT CRMSALESFORCE WITH BOX

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Meler

Hi. I am trying to connect my CRM SALESFORCE with BOX, but I have to create a SERVICE ACCOUNT to do it.
(I attach an image with the error).

I am trying, but I don't know how to follow the steps, could you help me?
Thank you,
MIguel.

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2 comments

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  • Rona

    Hi Miguel, 

    Welcome to Box Community and glad to assist! 

    Sign in to Box Service Account

    First, connect and sign in to your Box Service Account.

    Note: If you don't have a Box service account, the Box Admin should create one as a managed user, for example boxforsalesforce@example.com.

    Your Box service account should serve as an account used exclusively for managing the Box for Salesforce integration; it shouldn't be assigned to an individual user. This account:

    • "owns" the Salesforce content on Box,
    • makes API calls from Salesforce to Box for the entire enterprise,
    • and must have Box Admin or Co-admin level permissions, with Admin permissions to:
      • Manage users & groups
      • View/Edit users' content and Log in to users' accounts
      • (as needed) Edit Sign permissions/settings for your company
    • Box recommends this account have unlimited storage, as this represents the integration's storage allotment.\

    To get started with Box for Salesforce, please see this helpful article. 

    Thanks for posting! 

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  • Meler

    Hi.
    How can I create the BOX SERVICE ACCOUNT? 
    My user is the ADMINISTRATOR of my BOX environment, but I don't know how to do it.
    Can we organize a Teams to be able to have remote assistance so we can create it between the two of us?
    Thank you, Miguel.

    https://meler.app.box.com/

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