Salesforce: Upload to Box Through Email
Wondering if anyone has figured out how to send a file to a SALESFORCE box folder using email. Ideally, we would like to be able to reflect on a given box folder that is attached to a salesforce record and obtain an email address. This would be highly useful in many of our integrations with Docusign and Form Assembly. IT seems as if this functionality is not exposed for Salesforce box folders.
-
Hello davezerk,
I just tested it in our Salesforce org and you are able to create the upload email address, however you need to go to the specific folder, go to the settings and enable for each individual folder.
You *might* be able to do this using the Box API to activate it automatically, but each folder will have a unique address, so it would probably depend on your use case.
For Docusign, we use the Box integration, which allows you to pick a Box file for signature, and then when it is completed it is automatically saved back into the Box source folder - this has been a boon to one of our departments as once the doc is signed other departments can take action on it instead of waiting for the person who sent it for signing to download it back to Box.
サインインしてコメントを残してください。
コメント
1件のコメント