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Box + Salesforce

Box + Salesforce

Box + Salesforce integrations

Move and copy files in Box when fields on Salesforce records are updated

This workflow streamlines your data management process by seamlessly connecting your Salesforce and Box apps. Whenever a record field is updated in Salesforce, the corresponding file is instantly moved or copied in Box. This automation not only ensures your files are always up-to-date with your latest Salesforce data, but also saves your time by handling the task for you.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  2. automatically do this!
    Move/Copy File
    Move/Copy File
    Move/Copy FileMoves or copies a file from one folder to another.
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Box lets you keep all your businesses files in one place for simple online collaboration.
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