Installation Prerequisites Two Box accounts are required to install the Box for Salesforce integration:
- Box Service Account:
- to be used exclusively for integration purposes and does not belong to an individual end user,
- owns the Salesforce content on Box and makes API calls from Salesforce to Box for the entire enterprise
- If you don’t already have a Box Service Account, create one (i.e., add boxforsalesforce@example.com as a managed user).
- Box User Account: to link a user’s Salesforce account to their Box account.
Two types of Salesforce accounts will access the Box for Salesforce integration:
- Salesforce Admin Account:
- to install packages in Salesforce in order to link the installed package to the Box Service Account
- can also be a regular user of Box for Salesforce integrations.
- Salesforce User Account: to link a Box User Account and access Box content.
Installing Box for Salesforce
- Log into Salesforce as a Salesforce Admin.
- Navigate to the package installation link.
- At separate points during the installation, you will be asked to:
- Accept and Approve Third-Party Access for remote settings.
- Grant access to all users.
- Click Next or Continue in other screens to complete the installation.
- When you complete the installation, the screen will return to the Salesforce Box Connector App (Managed) page.
- Click the + tab to view the All Tabs page.
- Click Box Settings to view the Connect Salesforce to Box page.
- Click the Box API Admin Login button to view the Box API login page.
- Enter the Box Service Account credentials (see the Installation Prerequisites section above).
- Specify the name for your Root Folder, e.g. Salesforce-<Org Identifier>.
- Specify folder settings for Lead conversions (optional)
- Specify your company's subdomain, e.g. if you log into Box at cloud.app.box.com, your subdomain is "cloud".
- At this point, you can enable (suggested) or disable Seamless Login and Auto-Collab on the same page, and click Save Settings. See the Enabling Auto-Collab for a User section below for more information.
- Add the Box functionality to Salesforce objects (e.g. Opportunities, Accounts, etc.) by following the steps under Embedding Box in a Salesforce Page.