Box Sign for Salesforce issues for non-admins

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Colin Schoeneman

• 2025年02月21日 15:50

I have Box Sign integrated with our Salesforce org. I have set up a Box Sign button on opportunities that should allow users to select from a couple of templates and then send the documents for signature to contacts linked on the opportunity.

As an admin, when I run through the process, it works as expected. But when non-admin users try to send the Box Sign a couple issues occur -

1. A BoxSign record is never created when they do it. This is crucial for the automations I have built off of the BoxSign record to update Salesforce
2. When they click "Preview and Send" on the Box Sign screen they either get a green toast message saying the Box Sign is queued successfully and then nothing ever happens OR it attempts to load the preview page and then an invalid link error throws (see below)

There seem to be some permission issues going on, but I cannot figure out what they are missing.

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  Rona

  • 2025年02月24日 20:18

  Hi Colin,

  Welcome to Box Community! 

  It indicates that you have already collaborated with one of our team members. Please keep an eye out on your existing ticket and we'll stay in touch. 

  Thanks for posting!

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  Bharath Sahayam

  • 2026年08月13日 06:56
  • 編集済み

  Facing the same issue .Please provide the steps to resolve the record creation issue in box sign object 

   

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