Box + Salesforce
Create Box folders from new Salesforce records
With this efficient and seamless workflow, every time a new record appears in Salesforce, a corresponding folder is created in your Box account. It provides a streamlined solution for businesses that rely heavily on both platforms and keeps your files organized following your records. It saves you valuable time and avoids the hassle of manual data management.
With this efficient and seamless workflow, every time a new record appears in Salesforce, a corresponding folder is created in your Box account. It provides a streamlined solution for businesses that rely heavily on both platforms and keeps your files organized following your records. It saves you valuable time and avoids the hassle of manual data management.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Folder
Triggers when you add a new folder.
- Free forever for core features
- 14 day trial for premium features & apps
