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Box + Salesforce

Box + Salesforce

Box + Salesforce integrations

Upload new Salesforce records as files in Box

Simplify your workflow with this automation that connects Salesforce and Box. Whenever a new record is created in Salesforce, your associated files are instantly uploaded to Box. This seamless connection not only ensures all your pertinent Salesforce data is stored safely in Box but also saves you precious time, eliminating the need for manual file transfers.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Upload File
    Upload File
    Upload FileTriggers when you add a new file to a folder.
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More things you can do with Salesforce and Box

Discover other triggers and actions you can use with Salesforce and Box

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    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
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    • History Object
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    • Salesforce Objects
      Required
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    • Salesforce Object
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    • Record (Optional)
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

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    • Disclaimer
    • Salesforce Object
      Required
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About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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